Finturf · 16 hours ago
Funding Specialist
Finturf is a company focused on providing financing options through partner merchants, and they are seeking a Funding Specialist to enhance the post-application experience for consumers. This role involves confirming customer satisfaction, verifying information, and troubleshooting issues that arise during the financing journey.
Responsibilities
Customer Outreach : Proactively reach out to customers after merchant interaction to confirm satisfaction with their financing process and terms
Document Collection : Guide customers in completing any necessary documentation, such as completion certificates, ensuring all steps are accurately followed
Customer Verification : Utilize Socure to verify customer information for accuracy and completeness, ensuring compliance with regulatory and company standards
Issue Resolution : Act as the primary contact for resolving customer issues related to their loan application, providing guidance on technical aspects if necessary, and promptly resolving concerns
Technical Support : Address basic technical questions related to the financing application or certificate processes, escalating complex issues to the technical team when required
Liaison : Coordinate between merchants, lenders, and customers to facilitate smooth communication, especially for technical or document-related queries
Follow-Up : Ensure all post-application tasks, such as document submission, Socur verification, and lender communication, are completed accurately and on time
Data & Reporting : Document customer interactions, including resolved issues, verification results, and collected documents, to support team insights and reporting
Qualification
Required
1-2 years in a customer service, technical support, or finance-related role, preferably in loan origination
Strong communication, troubleshooting, and multitasking skills
Familiarity with CRM tools, Socure, and an understanding of loan origination and customer verification processes
Ability to manage and document each customer interaction with accuracy and thoroughness