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This contract-to-hire role is ideal for someone who is passionate about delivering exceptional customer experiences, enjoys building relationships, and thrives in a fast-paced environment. In this role, you’ll act as a trusted point of contact for members, guiding them through the full lending process—from initial inquiry and application to underwriting coordination and closing—while providing a seamless, positive experience every step of the way.
Job Responsibility:
Delivering outstanding customer service by assisting members via phone, email, text, and in person
Acting as a friendly, knowledgeable resource throughout the lending process
Processing loan applications and gathering required documentation with accuracy and care
Completing initial underwriting steps (training provided) while ensuring a smooth member experience
Maintaining organized and up-to-date loan files
Preparing files for underwriting review and coordinating closings
Clearly explaining loan terms, timelines, and next steps in a supportive, easy-to-understand way
Proactively communicating with members to provide updates and set expectations
Contributing to a team culture centered around service excellence, collaboration, and community impact
Requirements:
Strong customer service, retail, or call center experience
Naturally build rapport and create positive interactions with a wide range of people
Communicate clearly, empathetically, and professionally
Enjoy helping others and take pride in delivering a great customer experience
Are detail-oriented, organized, and able to multitask effectively
Have basic Excel/Word skills and strong attention to detail
Are eager to learn — lending experience is preferred, but not required
Nice to have:
Lending experience
What we offer:
Medical, vision, dental, and life and disability insurance