Loan Servicing Specialist (Remote - PST Hours)

Our Customer is an American financial services and digital payments company based in San Francisco, California. They’re working to help their diverse audiences — sellers, individuals, artists, fans, developers, and all the people in between — overcome barriers to access the economy.

We are seeking a highly motivated Customer Success Advocate on a contract basis to provide support and risk mitigation within the business financing space. This role is 100% remote, PST hours.

Responsibilities:

• Become a subject matter expert on day-to-day queue work
• Effectively solve customer inquiries via email using a CRM tool
• Understand escalation paths to effectively triage a seller's needs based on where they are in the cycle of their loan in order to mitigate risk
• Maintain or exceed established service level agreements and guidelines for timely resolution of queued transactions to minimize potential revenue losses
• Identify, document and follow up with cross functional teams on product bugs and features
• Participate in ongoing training to maintain current knowledge of BSA/AML and perform BSA/AML duties as required by job function
• Effectively work in a remote or distributed work environment and collaborate with team members over Slack and video conferencing.

Skills and Qualifications:

• BS/BA preferred
• Overall understanding of financial and banking compliance policies
• Strong organizational and communication skills, both verbal and written
• Superb attention to detail
• Excellent time-management skills
• Experience in direct customer-facing roles
• Interest in working within a growing space with teams and partners, cross-functionally
• Extraordinary work ethic

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements)

Benefits: Medical, Dental, and 401k (no match)

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.