Loan Operations & Customer Experience Specialist

The Money Store; Washington (Washington County); On-site; USD 40,000 - 55,000; Full time

Job summary

The Money Store in Washington state seeks a dedicated Sales Assistant to support the Branch Manager and Loan Officers in the daily operations of the branch. The role focuses on collecting accurate loan information, ensuring an exceptional customer experience, maintaining loan and lead data, and assisting with inquiries, statuses, and shipments.

Candidates must be able to communicate by phone, in person, and email; be committed to diversity and compliance; and pursue ongoing education to maintain

Qualifications

• Able to communicate via the telephone, face to face and email.
• Supports diversity and is familiar with current laws and practices.
• Is results driven, works well with others, excels in project management, is organized, is professional and is unbiased.

Responsibilities

• Works closely with Loan Officers to ensure all information for each loan.
• Ensures an exceptional customer experience.
• Maintains and analyzes loan and lead information.
• Provides support to Loan Officers by answering calls, tracking loan statuses, tracking product shipments, and assisting in resolving problems.
• Facilitates conversations about the products offered by the Money Store and to assist in determining which product would be best for each individual.
• Required to know all products and services offered.
• Works under general supervision applying diversified procedures and standards.
• Completes non-routine assignments that require a longer timeframe.
• Participates in educational opportunities from Loan Officers, Branch Managers and outside sources to become well-versed in the loan process in order to obtain a Loan Officer License.
• Maintains an open communication style and a professional working environment with coworkers.
• Must be NMLS licensed and NMLS license must remain in good standing

Skills

Communication

Customer service

Organizational skills

Job description

The Money Store in Washington state seeks a dedicated Sales Assistant to support the Branch Manager and Loan Officers in the daily operations of the branch. The role focuses on collecting accurate loan information, ensuring an exceptional customer experience, maintaining loan and lead data, and assisting with inquiries, statuses, and shipments.

Candidates must be able to communicate by phone, in person, and email; be committed to diversity and compliance; and pursue ongoing education to maintain