Account Specialist

Account Specialist

Essential Functions:

• Handles high volume of Inbound/Outbound loan processing calls.
• Works in a collaborative environment with a team of Account Specialists in an inbound call center.
• Navigates multiple computer systems while interacting with customers.
• Obtains and verifies necessary information to process and complete loan applications.
• Examines loan applications to ensure accuracy and compliance with existing underwriting guidelines.
• Nurtures leads from online applications.
• Fulfills customer needs to exceed customer experience.
• Demonstrates basic knowledge of lending services and practices.
• Ensures compliance standards are met.
• Assist potential borrowers by effectively communicating the loan process and answering questions regarding the loan.
• Self-motivated and can manage rejections by building relationships with customers.
• Takes ownership of customer concerns and works with leadership towards a resolution.
• Develop an understanding and abides by the company's code of conduct & ethics, company policies, operational procedures, and compliance.
• Work closely with other team members and managers to meet individual, team, and department goals.
• Probe for understanding and apply effective problem-solving skills and overcome objections.
• Able to multitask while effectively communicating with customers.

Skills:

• Active Listening
• Integrity
• Phone Etiquette
• Efficiency
• Effectiveness
• Product Quantity
• Demonstrate Professionalism
• Problem Solving
• Writing
• Speaking
• Critical Thinking
• Reading Comprehension
• Social Perceptiveness

Attributes:

• Oral Expression
• Oral Comprehension
• Written Comprehension
• Written Expression
• Speech Clarity
• Speech Recognition

Experience & Education Qualifications:

• High School Diploma or GED
• Some college preferred
• 1 Year of Customer Service and/or loan processing experience

Location/Travel:

Work is in the office in Kennesaw, GA. Required Travel: Infrequent /Not applicable.

Computer Software/Hardware Knowledge:

Microsoft Word, Excel, PowerPoint, Outlook Exchange, Internet, Loan Processing Systems: Tran, Five-9, Live Vox

Physical Requirements/Work Environment:

Ability to work some nights and weekends to include overnight in a 24/7 environment. Must be able to sit for extended periods of time, talking, hearing constantly. Typing, data entry in screens daily. Sit in front of computer monitor (s) daily. Occasionally lift up to 5 lbs. Noise Level: moderate noise level daily in an office atmosphere.

Equal Opportunity Employer