Job Description

LOAN ANALYST

One of our clients, a large consulting firm, is looking to bring on a team of Call Center Representatives to communicate with small business owners regarding the loan application and forgiveness process. This is a great entry level role for those interested in working in the loan industry. Candidates must have a Bachelors degree in finance, accounting, business administration, or economics. Customer service experience is preferred.

RESPONSIBILITIES

•             Responding to incoming phone calls from small business owners regarding the PPP program, issued by the federal stimulus.

•             Answering inquiries related to Loan Origination, Lender Forgiveness, and providing general Helpdesk for navigating the application process.

•             Performing occasional phone outreach to small business owners to verify unanswered questions and perform prescribed follow-ups

•             Elevating issues to appropriate team leads and call center managers on an as-needed basis

•             Maintaining phone logs and tracking bank engagement for historical reference

REQUIREMENTS

•             Bachelors in Finance, Accounting, Econ, or Business Administration is required

•             Exceptional communication skills, comfort being on the phone and having first-person engagement with small business executives.

•             Inquisitive personality, solutions-oriented, upbeat and engaging disposition

•             Desire to learn financial services and banking