Client Direct Auto Loan Specialist

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Job Description:
This job is responsible for handling approved automobile loan applications by ensuring loans in process are effectively and efficiently moving through post approval processes to drive loan booking. Key responsibilities include communicating expectations to clients, reviewing documentation to ensure adherence to defined policies, standards, and processes, conducting follow-up activities to monitor loan progress, and delivering an efficient and exceptional experience to customers.

Responsibilities:

• Conducts proactive outreach to assist clients with advancing their vehicle loan application through the process, while ensuring a positive client experience from loan origination to closing

• Develops customized vehicle lending solutions to meet client needs and objectives

• Adheres to lending policies, procedures, and Customer Identification Program/Know Your Customer (CIP/KYC) regulations using various authentication tools to assist with compliance

Required Skills:

• 1 years of Contact Center Experience or Equivalent

• Excellent verbal and written communication skills

• General computer skills

• Strong typing skills

Desired Skills:

• Bank related automotive financing

• Call Center Experience

Schedule: Monday-Friday 7:00am to 4:00pm Pacific Time.

Skills:

• Active Listening

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Oral Communications

• Account Management

• Adaptability

• Client Experience Branding

• Loan Structuring

• Pipeline Management

• Emotional Intelligence

• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

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