Offer summary

Qualifications:

1-3 years of experience in a financial institution or payment provider is preferred., Experience in direct customer-facing roles is essential., Strong organizational, analytical, and communication skills are required., Proficiency in Google Docs and PC skills, with SQL experience being a plus..

Key responsabilities:

Resolve customer inquiries via email using a CRM tool.

Triage seller needs based on their loan cycle to mitigate risk.

Collaborate with cross-functional teams to address product issues and suggest improvements.

Participate in ongoing training to maintain knowledge of BSA/AML requirements.

Job description

Credit Risk Specialist
Oakland, CA 94612
3+ Months

100%Remote

Effectively solve customer inquiries via email using a CRM tool
Understand escalation paths to effectively triage a seller's needs based on where they are in the cycle of their loan in order to mitigate risk
Answer customer questions regarding business documents or current loan information
Maintain or exceed established service level agreements and guidelines for timely resolution of queued transactions to minimize potential revenue losses
Identify, document and follow up with cross functional teams on product bugs and features
Advocate for our seller community by identifying trends in issues and suggesting improvements to processes, policies and products
Collaborate with members of other teams to root out answers and be a resource to teammates to provide the best possible experience to our sellers
Participate in ongoing training to maintain current knowledge of BSA/AML and perform BSA/AML duties as required by job function.
Effectively work in a remote or distributed work environment and collaborate with team members over Slack and video conferencing.

Skills:

1-3 years of professional experience with either a financial institution or payment provider preferred - must have
Enjoy working in a fast-paced and rapidly changing start-up environment with the ability to quickly adapt to new situations and think on your feet
Experience in direct customer facing roles - Must Have
Interest in implementing feedback and dedicated to the improvement of your skills and work
Flexibility to adapt and able to manage multiple assignments while working independently - Must Have
Strong organizational, analytical, written and verbal communication skills
Superb attention to detail - Must Have
Excellent time-management skills - Must Have
A desire to help people and improve the customer experience
Strong Internet research, Google Docs and overall PC skills; SQL experience a plus
MacBook user preferred