Loan Closer - Miami, FL
About the position
The Loan Closer at Boats Group plays a crucial role in assisting customers through the loan application closing process. This position requires strong communication skills, attention to detail, and a deep understanding of consumer loans and banking regulations. The Loan Closer collaborates with various teams to ensure timely loan closures while maintaining compliance with company and regulatory standards.
Responsibilities
Ā Verify Deal Accuracy: Review and confirm that all loan details and terms match across the system and documents.
,
Ā Document Consistency: Ensure that generated documents accurately reflect the agreed-upon loan terms and conditions.
,
Ā System Reconciliation: Check that all information in the loan management system aligns with the finalized deal and supporting documents.
,
Ā Guide Customers: Assist customers through the consumer loan closing process by responding to inquiries via phone and website.
,
Ā Error Identification: Identify and rectify discrepancies between the system data, customer confirmations, and documentation.
,
Ā Provide Technical Support: Offer expert technical assistance to clients navigating our online platform, maintaining deep knowledge of all our products and services.
,
Ā Collaborate with Teams: Work closely with the Inside Sales and Underwriting teams to educate on loan products, address customer financial needs, and explore loan options.
,
Ā Consult and Cross-Sell: Advise customers on the best products for their needs and cross-sell additional products and services when appropriate.
,
Ā Manage Liens: Ensure timely closing processing of liens, titles, and registrations.
,
Ā Support Operations: Provide clerical support, including copying and filing, to keep customers informed and ensure timely loan closures.
,
Ā Ensure Compliance: Guarantee that all consumer loan applications comply with company and regulatory policies.
,
Ā Educate and Inform: Partner with Inside Sales and Underwriting teams to support education on consumer loan products and options.
Requirements
Ā Strong Communication Skills: Excellent written and verbal communication for engaging with customers via phone and email.
,
Ā Attention to Detail: Superior attention to detail to manage and closing process loan information accurately.
,
Ā Customer Service Focus: A positive attitude and exceptional telephone demeanor to ensure high levels of customer satisfaction.
,
Ā Tech Savvy: Ability to quickly learn new software systems and explain them to a non-technical audience.
,
Ā Loan Knowledge: Deep understanding of banking and consumer loans, including relevant laws and regulations.
,
Ā Project Management: Experience handling multiple projects and tasks efficiently in a fast-paced environment.
,
Ā Process Adherence: Commitment to following standard processes, routines, and standards to manage a high volume of loans.
Nice-to-haves
Ā Customer-Centric: You go above and beyond to ensure customer satisfaction and provide outstanding service.
,
Ā Technical Proficiency: Aptitude for quickly mastering new software systems and providing technical support to clients navigating online platforms.
,
Ā Initiative taker: You take the initiative to find the answer or correct document.
,
Ā Precision specialist: Expert in identifying typos, errors, and discrepancies in documents and serial numbers, ensuring accuracy across various areas.
,
Ā Team Player: You contribute to team success and build trust with your colleagues.
Benefits
Ā Hybrid Work Flexibility: Remote work on Mondays and Fridays and in-office collaboration from Tuesday to Thursday.
,
Ā Generous Time Off: No need to accrue time off; includes birthday off, 8 holidays, and days from Christmas through New Year's Day.
,
Ā Volunteering Time: 4 paid days annually to participate in community service.
,
Ā Modern Office Perks: Features electric sit/stand desks, dual monitors, a gym, and snacks.
,
Ā Comprehensive Benefits Package: Medical, Dental, Vision, and Life insurance, along with a 401(k) plan featuring a 4% match.
,
Ā Commuter Benefits: Free parking and subsidized train pass expenses.
,
Ā Professional Development: Online training, live courses, and funds for courses, seminars, and certifications.
,
Ā Team-Centric Atmosphere: A close-knit team that prioritizes relationship-building and personal connections.
Apply Now
The Loan Closer at Boats Group plays a crucial role in assisting customers through the loan application closing process. This position requires strong communication skills, attention to detail, and a deep understanding of consumer loans and banking regulations. The Loan Closer collaborates with various teams to ensure timely loan closures while maintaining compliance with company and regulatory standards.
Responsibilities
Ā Verify Deal Accuracy: Review and confirm that all loan details and terms match across the system and documents.
,
Ā Document Consistency: Ensure that generated documents accurately reflect the agreed-upon loan terms and conditions.
,
Ā System Reconciliation: Check that all information in the loan management system aligns with the finalized deal and supporting documents.
,
Ā Guide Customers: Assist customers through the consumer loan closing process by responding to inquiries via phone and website.
,
Ā Error Identification: Identify and rectify discrepancies between the system data, customer confirmations, and documentation.
,
Ā Provide Technical Support: Offer expert technical assistance to clients navigating our online platform, maintaining deep knowledge of all our products and services.
,
Ā Collaborate with Teams: Work closely with the Inside Sales and Underwriting teams to educate on loan products, address customer financial needs, and explore loan options.
,
Ā Consult and Cross-Sell: Advise customers on the best products for their needs and cross-sell additional products and services when appropriate.
,
Ā Manage Liens: Ensure timely closing processing of liens, titles, and registrations.
,
Ā Support Operations: Provide clerical support, including copying and filing, to keep customers informed and ensure timely loan closures.
,
Ā Ensure Compliance: Guarantee that all consumer loan applications comply with company and regulatory policies.
,
Ā Educate and Inform: Partner with Inside Sales and Underwriting teams to support education on consumer loan products and options.
Requirements
Ā Strong Communication Skills: Excellent written and verbal communication for engaging with customers via phone and email.
,
Ā Attention to Detail: Superior attention to detail to manage and closing process loan information accurately.
,
Ā Customer Service Focus: A positive attitude and exceptional telephone demeanor to ensure high levels of customer satisfaction.
,
Ā Tech Savvy: Ability to quickly learn new software systems and explain them to a non-technical audience.
,
Ā Loan Knowledge: Deep understanding of banking and consumer loans, including relevant laws and regulations.
,
Ā Project Management: Experience handling multiple projects and tasks efficiently in a fast-paced environment.
,
Ā Process Adherence: Commitment to following standard processes, routines, and standards to manage a high volume of loans.
Nice-to-haves
Ā Customer-Centric: You go above and beyond to ensure customer satisfaction and provide outstanding service.
,
Ā Technical Proficiency: Aptitude for quickly mastering new software systems and providing technical support to clients navigating online platforms.
,
Ā Initiative taker: You take the initiative to find the answer or correct document.
,
Ā Precision specialist: Expert in identifying typos, errors, and discrepancies in documents and serial numbers, ensuring accuracy across various areas.
,
Ā Team Player: You contribute to team success and build trust with your colleagues.
Benefits
Ā Hybrid Work Flexibility: Remote work on Mondays and Fridays and in-office collaboration from Tuesday to Thursday.
,
Ā Generous Time Off: No need to accrue time off; includes birthday off, 8 holidays, and days from Christmas through New Year's Day.
,
Ā Volunteering Time: 4 paid days annually to participate in community service.
,
Ā Modern Office Perks: Features electric sit/stand desks, dual monitors, a gym, and snacks.
,
Ā Comprehensive Benefits Package: Medical, Dental, Vision, and Life insurance, along with a 401(k) plan featuring a 4% match.
,
Ā Commuter Benefits: Free parking and subsidized train pass expenses.
,
Ā Professional Development: Online training, live courses, and funds for courses, seminars, and certifications.
,
Ā Team-Centric Atmosphere: A close-knit team that prioritizes relationship-building and personal connections.
Apply Now