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Chat Advocate

OppFi

OppFi

Chat Advocate

Remote
Full Time
Paid
  • Responsibilities

    HELPING THE EVERYDAY CONSUMER BUILD FINANCIAL HEALTH

    OppFi is a leading financial technology platform that powers banks to offer accessible products and a top-rated experience to everyday consumers. Through our unwavering commitment to customer service, OppFi helps consumers who are turned away by traditional providers build a better financial path. OppFi is an Inc. 5000 company for five straight years, a Deloitte's Technology Fast 500™, and the seventh fastest-growing Chicagoland company by Crain's Chicago Business. The company was also named on Forbes America 2021 list of America's Best Startup Employers and Built In's 2021 Best Places to Work in Chicago.

    OppFi is a team of caring and innovative individuals with diverse perspectives and backgrounds. Our employees approach every new challenge with an unparalleled ability to see what could be rather than settle for what is. We want people to be excited to come to work everyday and know you are a part of making a difference. Our company values guide us and create an open and collaborative culture where we hold the door, say what we see, do what we say, and dare to win together!

    WHAT YOU GET TO DO:

    As part of a dynamic and engaging team, the Chat Advocate is responsible for communicating with customers via live chat and answering questions pertaining to the loan application process. Your day will consist of responding to general questions , assisting with troubleshooting the bank verification step, uploading emailed documents, and/or requesting additional documents as needed.

    KEY RESPONSIBILITIES:

    • Drive business through excellent customer service at every step of the application process

    • Build relationships via electronic communication

    • Using provided resources to help navigate customers through the Instant Bank Verification process by providing troubleshooting tips

    • Review and evaluate customer's financial documents and research financial history

    • Collaborate with Underwriters and Loan Advocates to process loan applications in an expedited fashion

    • Identify process bottlenecks, and inefficiencies, and suggest improvements

    • Act as a subject matter expert regarding the application process

    • Answer chats in a timely manner

    • Work within multiple chats simultaneously

    • Identify useful documents required for the application process

    WHAT YOU WILL BRING TO THE TEAM:

    PREVIOUS EXPERIENCE IN CUSTOMER SERVICE IN CHAT

    • Detail-oriented

    • Critical thinker

    • Ability to type 40 to 60 wpm

    • Excellent time-management skills

    • Ability to multitask between tasks

    • Excellent written communication skills

    • Ability to adapt quickly to change

    • Able to work under pressure

    • Team player, willing to help in all situations

    • Excellent customer service skills

    • Confident in working with others

    DESIRED SKILLS

    • Strong knowledge base and understanding in the financial lending industry

    • Previous experience communicating with customers via electronic communications

    • Previous experience in a customer service-orientated position

    DEFINE YOUR CAREER AT OPPFI

    OppFi is committed to providing an exceptional employee experience that allows you to define your career and purpose with us. New team members go through orientation, shadow programs, a new hire lunch with our CEO, Jared Kaplan, and you can participate in different company culture events focused on diversity, equity, and inclusion. Our team has designed programs to make you feel welcome and part of our team during your first year and beyond.

    • DEFINE THE MISSION (DAYS 1-30): You will understand our company mission, values, and vision, and how your role at OppFi plays a part in that.

    • DEFINE YOUR GOALS (MONTHS 1-3): You will be able to understand your role expectations and identify goals with your manager and mentor(s) to fulfill those expectations.

    • DEFINE YOUR BELONGING (MONTHS 3-6): You will understand OppFis' culture and have opportunities to engage with and impact that culture. Business Resource Groups and other programs are offered to help with community connection both virtually and in-person.

    • DEFINE YOUR JOURNEY (6 MONTHS - 1 YEAR): You will feel confident in your abilities to execute in your role and know the next step you will take to develop your career.

    COMPENSATION AND BENEFITS

    OppFi offers a flexible remote environment, 401(k) matching program, and flexible paid vacation. Other benefits include medical benefits, dental and vision coverage, and tuition reimbursement. To support your wellness & growth, we provide monthly meditation and yoga classes and access to all LinkedIn Learning courses. We also offer Fringe, which is a lifestyle benefits platform that lets you decide how you want to spend your rewards from dozens of vendors like Uber, Doordash and Urban Sitter. Dress code is casual.

    EEOC STATEMENT:

    We do not discriminate based on identity - race, color, religion, national origin or ancestry, sex (including sexual identity), age, physical or mental disability, pregnancy, veteran or military status, unfavorable discharge from military service, genetic information, sexual orientation, marital status, order of protection status, citizenship status, arrest record or expunged/sealed convictions, or any other legally recognized protected basis under federal, state, or local law.

    OppFi is committed to the full inclusion of all qualified individuals. As part of this commitment, OppFI will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact our People team at recruiting@opploans.com

    Pursuant to the requirements of the California Consumer Privacy Act, OppLoans is providing the "OppLoans California Employee Privacy Policy", which details the categories of personal information collected and your rights under the policy. If you are a California resident, please review the policy here: https://www.opploans.com/careers/

  • Industry
    Financial Services
  • About Us

    OppFi is a leading financial technology platform that powers banks to offer accessible products and a top-rated experience to everyday consumers. Through its unwavering commitment to customer service, OppFi helps consumers who are turned away by traditional providers build a better financial path. To date, OppFi has facilitated the issuance of more than 1.5 million loans.

    At this time we are unable to sponsor visas for our open roles.