Student Lending Service Advisor - Temporary Position

Citizens Bank • Johnston, RI

3h • Onsite

About The Position

Summer temporary position from beginning of May through the end of August
As the Student Lending Customer Advisor, you will be responsible for handling inbound and making outbound calls to prospects who have shown interest in refinancing their student loans and customers who have initiated a student loan through the web or branch channel, managing your assigned workload by using our lead management system. You will also receive and evaluate documentation for loan applications and interact with our customers to ensure necessary information is obtained, complete, and accurate. You will additionally be responsible for accurately, and consistently completing customer follow up work throughout the origination process to ensure the best possible customer experience. This will be achieved through partnering with underwriting to contact customers that have recently been approved or where further documentation is needed, to complete the loan process. Most importantly, you’ll feel valued for who you are and supported to achieve what’s important to you, personally and professionally!

Requirements

• Handle between 80-150 calls per day.
• Customer Service Experience
• Ability to use Microsoft Office
• Candidates must have excellent communication skills and be able to work in a fast paced environment.
• Positive attitude and high energy level
• A "Can-do Attitude" and has the ability to think "Outside the Box".
• Team player; able to work with minimal supervision
• Ability to learn and share new concepts quickly
• Ability to articulate what we have to offer our existing or potential customers
• Qualified candidates must complete a video interview after applying as the next step, to be completed within 7 days of receiving the link.

Nice To Haves

• Previous Sales or Call Center experience is also a plus.

Responsibilities

• Proactive Outreach: Place outbound calls to customers that have a loan application in process to provide guidance, support, and act as the single point of contact until the loan is booked. Proactively manage and respond to incoming calls from customers that have a loan in process.
• Assist with document collection and technology driven assistance for our customers such as guiding customers through user account creation to finalizing online documentation.
• Maintain ongoing communication with customers to include evaluating documentation for loan applications to ensure necessary information is obtained, complete and accurate.
• Assist prospects with completing applications for our education refinance loans.
• Participate in organized and self-driven training course aimed at advancement.
• Maintain thorough knowledge of lending criteria, policies, procedures, and regulatory certification requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed