About Us
NEWITY is your source for small business capital. We are focused on empowering entrepreneurs with access to trusted loan solutions.
Job Summary
We are seeking a customer-centric Loan Document Specialist to join our team. This role requires strong organizational skills, a high level of attention to detail, and the ability to communicate effectively over the phone and through email. This is a great opportunity for someone who is interested in working on a fast-paced dynamic team and who is passionate about helping others.
Qualifications
- Call center or phone relationship management experience is a must – outbound calling is a plus
- Experience in lending or finance is a plus, but not required
- Comfortable using HubSpot or other CRMs is a plus
- Proficient in using Microsoft Suite including SharePoint, Teams, and OneNote
- Comfortable in dynamic, high-volume environments
- Exceptional interpersonal, written, and verbal communication skills
- Ability to handle a wide range of situations over the phone with tact and diplomacy
- Effective time management and self-accountability
- Able to multi-task under time pressure
- Entrepreneurial spirit and willingness to take on challenges
- Ability to adapt to changing circumstances and priorities
- Comfortable working and learning independently
Responsibilities
- Build working relationships with members to facilitate their loan application process
- Review business documents to assess whether the business meets basic loan qualifications
- Prepare member applications for submission to underwriting
- Keep members up to date on their application progress and resolve issues as they arise
- Proactively reach out to members via phone to answer questions and encourage application completion
- Reach out to unresponsive members to re-engage them in the loan application process
Compensation
- Base Rate: $20.00 per hour
Benefits
- Production based quarterly incentive in addition to annual performance bonus
- Comprehensive health, dental, and vision insurance
- Retirement plan with company match
- Paid time off and holidays
- Professional development opportunities
- Collaborative and innovative work environment
