Loan Coordinator

Job Overview: We are seeking a dedicated and proactive Loan Coordinator to join our team in the Premium Merchant Funding SBA division. In this role, you will ensure clients schedule their calls and provide ongoing support throughout the process. The ideal candidate will possess excellent communication skills, a strong client-focused approach, and the ability to effectively manage client interactions.

Key Responsibilities:

• Contact clients who have been submitted to the SBA Division to confirm they are scheduling their calls.
• Provide clear and helpful information regarding the next steps and the importance of scheduling their call with the SBA Division.
• Serve as a liaison between clients and the SBA Division, offering support and addressing any questions or concerns.
• Maintain accurate and up-to-date records of client interactions, including scheduling status and follow-up actions.
• Follow up with clients who have missed or rescheduled their calls to ensure they complete the required steps.
• Resolve any client issues or concerns promptly, escalating complex matters to the appropriate teams.
• Meet or exceed client engagement and scheduling performance targets.

Qualifications:

• Exceptional verbal communication and active listening skills.
• Strong organizational and time management abilities.
• Ability to multitask and handle client inquiries efficiently.
• Experience in customer service, client support, or a similar role is preferred.
• Proficient in CRM software or scheduling tools.
• Detail-oriented with a focus on ensuring client satisfaction.

Compensation: $50,000

*Visa sponsorship eligible (must be currently located in NYC)*