Merchant Closing & Support Specialist

IOU Financial; Kennesaw (GA); Hybrid; USD 52,000 - 76,000; Full time

Job summary

IOU Financial in Kennesaw, GA is seeking a Closing Specialist to guide merchants through the final loan closing stage via recorded calls and handle post-closing questions. The role requires strong communication, meticulous attention to detail, and the ability to work independently within a cross-functional team.

Local candidates with some remote work are welcomed; no travel is required. Competitive salary range offered for a full-time position in a dynamic fintech environment.

Qualifications

• Strong verbal and written communication skills.
• Self-starter who can work independently.
• Ability to work cross-functionally with Sales/Ops.
• Excellent time management and follow-up.
• 1–3 years of experience in financial services or customer service.

Responsibilities

• Conduct closing calls with merchants and review loan terms.
• Assist merchants with login and identity verifications.
• Resolve issues during closing/acceptance processes.
• Communicate merchant concerns to Sales/Ops.
• Support post-closing needs for current loan accounts.
• Maintain records of merchant interactions and updates.
• Upload documents and manage broker/subordination tasks.
• Handle ECOAs for Processing.

Skills

Communication

Detail oriented

Independent worker

Time management

Cross-functional

Financial services exp

Tools

CRM software

Job description

IOU Financial in Kennesaw, GA is seeking a Closing Specialist to guide merchants through the final loan closing stage via recorded calls and handle post-closing questions. The role requires strong communication, meticulous attention to detail, and the ability to work independently within a cross-functional team.

Local candidates with some remote work are welcomed; no travel is required. Competitive salary range offered for a full-time position in a dynamic fintech environment.