Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member’s financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
Job Description
As a Consumer Loan Processor I, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will serve a critical role in supporting Achieve Acceleration Loans (C+) consolidation loan product. You will provide exceptional customer service through phone and email communication to our clients to gather missing documentation to complete loan applications.
What you’ll do:
This is a phone-based position. The selected candidate must have experience with a high volume of inbound and outbound calls
Review all received documents to ensure completeness and adherence with guidelines
Receive, scan, and respond to all incoming mail
Manage pipeline to ensure client contact is made and accounts are noted with the current status
Help team members by answering questions or assisting them with their files if needed to help the overall team succeed
Qualifications
1+ year experience in the financial industry – preferably in a customer service capacity
Proficiency in Spanish (spoken and written) required; ability to communicate fluently with Spanish-speaking customers and translate documents as needed
Strong understanding of financial documents such as paystubs, bank statements, and tax returns
Must be customer-focused, service minded and detail orientated
Availability to work a Monday – Friday (8:30am – 5:00pm) shift
Ability to successfully multi-task and independently prioritize tasks according to department goals and objectives
Additional Information
This role is a great fit for someone with strong English/Spanish communication skills, with a strong understanding of reading/reviewing financial documents, and a desire to provide a top-notch customer experience
Achieve well-being with:
Hybrid work opportunities
401 (k) with employer match
Medical, dental, and vision with HSA and FSA
Competitive vacation and sick time off, as well as dedicated volunteer days
Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
Up to $5,250 paid back to you on eligible education expenses
Pet care discounts for your furry family members
Financial support in times of hardship with our Achieve Care Fund
A safe place to connect with other employees through our six employee resource groups
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.
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