Sales Support Specialist (Loan Processor) - Denver, CO (Remote/Hybrid)

Caribou Financial • Denver, CO

9d • $25 • Hybrid

About The Position

At Caribou, we care about giving people financial freedom so they can focus on what’s most important to them. Today, less than two percent of Americans refinance their auto loans despite drastic increases in the cost of new and used cars. We see huge potential to help folks reduce their monthly auto expenses, as well as increase the predictability of those expenses over time. We do this by building technology to pair customers with community banks and credit unions, and ushering them through the process quickly. On average, our drivers save $159/month on their car loans while protecting their investment long term.
Caribou is led by leaders from the technology, automotive, and finance industries. We’re proud to be backed by a great team of investors, including QED Investors, Goldman Sachs, Moderne Ventures, Accomplice, Link Ventures, Motley Fool Ventures and others.
In this role, you will…
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.
This role can be based out of our Caribou office in Denver, CO or remote/hybrid within the greater Denver area.

Requirements

• 1+ years of experience in a high volume, customer facing role (bonus points for prior loan processing or adjacent financial operations experience!)
• 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

Nice To Haves

• prior loan processing or adjacent financial operations experience!

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.

Benefits

• Competitive compensation: Base compensation of $25/hr with incentive potential
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees