About the Role
The processor will manage application intake, verify documentation, communicate with applicants in both Spanish and English, and ensure data accuracy throughout the processing lifecycle.
Responsibilities
- Review and validate customer applications for completeness and accuracy
- Communicate directly with applicants in Spanish and English as needed
- Enter and update customer data in internal systems with high precision
- Follow up with applicants to obtain missing documentation
- Collaborate with internal teams to resolve processing issues
- Maintain compliance with program guidelines and data privacy standards
- Track application status and update records in a timely manner
- Respond to customer inquiries via phone and email
- Escalate complex cases to appropriate team members
- Support process improvements to enhance efficiency and customer experience
Nice to Have
- Experience in financial services, lending, or government programs
- Prior work in a bilingual customer-facing role
- Knowledge of data privacy and compliance standards
- Experience with Salesforce or similar platforms
Benefits
- Health, dental, and vision insurance
- Retirement savings plan with company match
- Paid time off and company holidays
- Flexible spending accounts
- Commuter benefits
- Professional development opportunities
- Employee assistance program
Compensation
Competitive hourly rate based on experience
Work Arrangement
Hybrid work model with partial remote flexibility
Team
Part of a growing customer operations team focused on efficiency and client support
Mission and Culture
The organization is committed to expanding access to sustainable home improvements through innovative financing. The team values integrity, inclusivity, and accountability in all customer interactions.
Application Instructions
Applicants must submit a resume and a brief cover letter highlighting bilingual experience and interest in the role. Applications without a cover letter may not be considered.
Not available for this position
