Caribou Financial, Inc. is focused on providing financial freedom to individuals by helping them refinance their auto loans. The Sales Support Specialist will manage customer loan document processes and serve as the primary point of contact for customers, ensuring all necessary documents are completed accurately and efficiently.
Responsibilities
- Be the primary driver of customer loan document completion, supporting customers through contract signing, Power of Attorney (POA) completion and stipulation collection
- Manage a high volume of inbound and outbound interactions via phone, SMS, and email
- Oversee Loan Advisor (LA) requests regarding contract signing
- Be the customer’s primary point of contact post-sale until all loan documents are signed, escalating loan or product issues to the appropriate Loan Advisor as needed
- Explain all POA documents and set up appropriate steps for completion
- Be responsible for validating customer information to ensure the accuracy of the loan application
Skills
- 1+ years of experience in a high volume, customer facing role
- High computer literacy skills, and the capacity to quickly adapt to multiple software programs, including Google Workspace, Slack, & others, as well as leverage resources to answer questions
- Exceptional attention to detail and accuracy
- Strong organizational and time management skills to achieve daily production goals
- Ability to work effectively from a quiet remote home office, ensuring the privacy and security of sensitive information
- Strong communication skills, essential for articulating stipulation requirements to customer-facing teams to positively impact the customer and lender experience
- Must be authorized to work in the USA
- Bonus points for prior loan processing or adjacent financial operations experience!
Benefits
- Equity options
- 401(k) retirement plan
- Generous paid time off including Flexible Time Off (FTO) for all employees and 100% paid parental leave for all parents
- Exceptional benefits including highly subsidized medical, dental, and vision plans, and fully company-paid mental health, disability, and basic life insurance
- Optional benefits to suit your individual circumstances such as HSAs (with Caribou HSA contributions), FSAs, supplemental life and health, legal, and pet insurance
- Up to $1,000 per year for eligible professional development expenses
- Employee referral program
Company Overview
At Caribou, we believe that taking control of your car payment should be a simple, transparent process. It was founded in 2016, and is headquartered in Denver, Colorado, USA, with a workforce of 201-500 employees. Its website is https://www.caribou.com.
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