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Operations Associate

Woodside Credit
Newport, CA Full Time
POSTED ON 12/10/2024
AVAILABLE BEFORE 2/10/2025

Job description

Woodside Credit is a Newport Beach based finance company seeking a highly motivated professional to provide support to the sales department. Duties include customer service, processing and contact with dealers and customers. The ideal candidate must project a positive and professional company image through in-person and telephone interaction in addition to having superior attention to detail.

Responsibilities

· Support Sales department on assigned work.

· Help answer company telephone and transfer calls to appropriate staff members and sales team.

· Field inquiries from the public, clients and dealers.

· Input Credit Applications

· Draw loan documents.

· Update deal structures.

· Follow-up on loan stips, ex; proof of income, insurance, proof of residence, driver’s licenses, etc.

· Correspondence with dealers and customers to include phone calls and emails.

· Add new and update existing dealer info in our system and in dealer files as needed.

· Create and modify correspondence, presentations and reports using Microsoft Office and Excel.

The following describes the ideal candidate

· Pays attention to detail and is exceptionally organized.

· Disciplined, self-motivated person who is hands on and takes “ownership” of their responsibilities.

· Confident interacting directly with clients over the telephone.

Skills

· Knowledge of Microsoft Excel, PowerPoint, and Word

· Outstanding telephone etiquette.

· Duties require professional verbal and written communication skills with the ability to type at a moderate speed level.

Education

· Four year college degree preferred.

Work Schedule

Typically 7:30am to 4:30pm M-F and will include a 9am to 3pm shift on occasional Saturdays.

Compensation

· Salaries are competitive and benefits include: medical, dental, 401(k) plan participation with company match, tuition reimbursement for the pursuit of a degree, flex spending accounts, and other competitive employee benefits.

Salary : $50,000 - $60,000

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