Financial Operations Specialist
hace 4 días
As a Financial Operations Specialist at Sagan, you will play a crucial role in supporting US-based loan processors by managing critical tasks for efficient loan operations. This position is ideal for bilingual professionals with experience in mortgages, accounting, or finance, and a strong customer service background.
Key Responsibilities- Customer Interaction: Handle high volumes of phone calls (English and Spanish) to address inquiries and troubleshoot mortgage-related issues with a sense of urgency to resolve customer issues quickly.
- Pipeline Management: Assist in managing the loan processing pipeline, collecting and organizing client documents, and facilitating the seamless transition of loan files to subsequent stages.
- Administrative Tasks: Order necessary documents related to the loan and upload them to the CRM once complete, ensuring loan files meet established checklists, and calculating income using standardized documentation.
- System Management: Consistently keep CRM and loan platforms up to date on a regular basis, maintaining upkeep on an hourly basis.
- Language Proficiency: Fluent in English and Spanish.
- Experience: Background in mortgages, underwriting, accounting, or call center customer service.
- Technical Skills: Proficiency in G-Suite and Microsoft Office.
- Other Skills: Excellent communication, attention to detail, strong time management, proactive approach, and ability to prioritize urgent tasks.
$1400 - $1800 USD per month, depending on location and experience.
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