The Planet Group
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http://www.theplanetgroup.com
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Loan Servicing Specialist
Oakland, CA 1955 Broadway, Oakland, CA 94103 US
Posted: 05/06/2024
2024-05-06
2024-06-20
Employment Type:
Contract
Job Category: Accounting & Finance
Job Number: 617226
Country: United States
Is job remote?: Yes
Job Description
Loan Servicing Specialist
4-Month Contract
Remote 9am – 5pm PST
Pay Range: $20 - 25
Must Haves:
1 – 3 years of experience with a financial institution
Direct customer-facing experience
Understanding of financial and banking compliance policies
High School Diploma
Preferred:
Banking, compliance, credit review experience
Job Summary/Description:
The Square Financial Services (SFS) team is seeking a highly motivated Loan Servicing Specialist to provide support and risk mitigation within the business financing space.
Become a subject matter expert on day-to-day queue work.
4-Month Contract
Remote 9am – 5pm PST
Pay Range: $20 - 25
Must Haves:
1 – 3 years of experience with a financial institution
Direct customer-facing experience
Understanding of financial and banking compliance policies
High School Diploma
Preferred:
Banking, compliance, credit review experience
Job Summary/Description:
The Square Financial Services (SFS) team is seeking a highly motivated Loan Servicing Specialist to provide support and risk mitigation within the business financing space.
Become a subject matter expert on day-to-day queue work.
- Effectively solve customer inquiries via email using a CRM tool
- Understand escalation paths to effectively triage a seller's needs based on where they are in the cycle of their loan in order to mitigate risk
- Maintain or exceed established service level agreements and guidelines for timely resolution of queued transactions to minimize potential revenue losses
- Identify, document and follow up with cross functional teams on product bugs and features
- Participate in ongoing training to maintain current knowledge of BSA/AML and perform BSA/AML duties as required by job function.
- Effectively work in a remote or distributed work environment and collaborate with team members over Slack and video conferencing.
- Overall understanding of financial and banking compliance policies
- Strong organizational and communication skills, both verbal and written
- Superb attention to detail
- Excellent time-management skills
- Experience in direct customer facing roles
- Interest working within a growing space with teams and partners cross-functionally
- Extraordinary work ethic
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