What are the responsibilities and job description for the Lending Account Specialist position at TAFS Inc.?
The Lending Account Specialist reports to and takes general direction from Underwriting and Lending Manager.
Processing Responsibilities
inContact Auto-Dialer Responsibilities
Qualifications:
Processing Responsibilities
- Assists Clients with satisfying requirements for Business Loans.
- Manages multiple signed accounts throughout the underwriting process.
- Submits all relevant information on Business Loans opportunities for approval.
- Coordinates with Underwriting and Lending Manager to determine eligibility of Clients for Business Loans opportunities.
- Assists Clients with questions regarding pending or existing Business Loans.
- Collects and reviews all documentation needed to satisfy the conditions of the loans.
- Preps and sends loan documentation to client after conditions are satisfied.
- Escalates problematic accounts to Underwriting and Lending Manager.
- Other duties and responsibilities as assigned.
inContact Auto-Dialer Responsibilities
- Follows inContact policy and remains logged in to auto-dialer system to receive inbound calls and be available for auto-queued outbound calls.
- Updates agent status in dialer as directed by management.
- Remains logged in to dialer and keeps unavailable time (including wrap-up time) to a minimum.
- Dispositions calls appropriately to summarize the outcome of the call.
Qualifications:
- Attention to detail
- Strong critical thinking skills
- Excellent communication skills
- Superb customer service skills
- Proficiency in Excel
- Ability to work in a fast-paced environment
- Math skills
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