Customer Success Specialist

A company is looking for a Customer Success Specialist to guide clients through the loan origination journey.

Key Responsibilities

Assist clients with loan registration and submission on the portal

Issue disclosures and ensure compliance with federal and state regulations

Act as a liaison between sales and operations for client needs

Required Qualifications

One year of experience in a related position, preferably in lending or member service

High School graduate or equivalent

One year of direct public contact experience preferred

Ability to type 35 wpm and operate a 10-key calculator

Experience with online data operations