Loan Closer - Miami, FL

"Loan Closer

Miami, FL

Do you consistently exceed expectations to deliver exceptional service to every customer?

Do you have a high attention to detail, strong communication skills, and deep knowledge of consumer loans?

Do you thrive in a collaborative setting where your unique talents are celebrated?

Then join Boats Group as our Loan Closer!

As a Loan Closer, you'll assist customers through the loan application closing process, provide technical support for our online platform, and collaborate with Inside Sales and Underwriting teams to educate and guide them on loan products. You'll also manage liens, ensure timely loan closures, and maintain compliance with company and regulatory standards. Strong communication skills, attention to detail, and a customer-focused attitude are essential for this role, along with a deep understanding of banking regulations and the ability to handle multiple tasks efficiently.

What You'll Do

• Verify Deal Accuracy: Review and confirm that all loan details and terms match across the system and documents.

• Document Consistency: Ensure that generated documents accurately reflect the agreed-upon loan terms and conditions.

• System Reconciliation: Check that all information in the loan management system aligns with the finalized deal and supporting documents.

• Guide Customers: Assist customers through the consumer loan closing process by responding to inquiries via phone and website.

• Error Identification: Identify and rectify discrepancies between the system data, customer confirmations, and documentation.

• Provide Technical Support: Offer expert technical assistance to clients navigating our online platform, maintaining deep knowledge of all our products and services.

• Collaborate with Teams: Work closely with the Inside Sales and Underwriting teams to educate on loan products, address customer financial needs, and explore loan options.

• Consult and Cross-Sell: Advise customers on the best products for their needs and cross-sell additional products and services when appropriate.

• Manage Liens: Ensure timely closing processing of liens, titles, and registrations.

• Support Operations: Provide clerical support, including copying and filing, to keep customers informed and ensure timely loan closures.

• Ensure Compliance: Guarantee that all consumer loan applications comply with company and regulatory policies.

• Educate and Inform: Partner with Inside Sales and Underwriting teams to support education on consumer loan products and options.

What You Should Have

• Strong Communication Skills: Excellent written and verbal communication for engaging with customers via phone and email.

• Attention to Detail: Superior attention to detail to manage and closing process loan information accurately.

• Customer Service Focus: A positive attitude and exceptional telephone demeanor to ensure high levels of customer satisfaction.

• Tech Savvy: Ability to quickly learn new software systems and explain them to a non-technical audience.

• Loan Knowledge: Deep understanding of banking and consumer loans, including relevant laws and regulations.

• Project Management: Experience handling multiple projects and tasks efficiently in a fast-paced environment.

• Process Adherence: Commitment to following standard processes, routines, and standards to manage a high volume of loans.

Who You Are

• Customer-Centric: You go above and beyond to ensure customer satisfaction and provide outstanding service.

• Technical Proficiency: Aptitude for quickly mastering new software systems and providing technical support to clients navigating online platforms.

• Initiative Taker: You take the initiative to find the answer or correct document. You seek out information and don't rely on others to tell you what you seek.

• Precision Specialist: Expert in identifying typos, errors, and discrepancies in documents and serial numbers, ensuring accuracy across various areas

• Team Player: You contribute to team success and build trust with your colleagues.

What You'll Receive

• Generous Time Off: Take time off as you want as you won’t need to accrue them here! In addition to generous personal time, you’ll also receive your birthday off, 8 holidays, and the days from Christmas through New Year’s Day.

• Volunteering Time: Participate in our volunteer program with 4 paid days annually to contribute to your community.

• Modern Office Perks: Our vibrant Miami office features cutting-edge amenities, such as an electric sit/stand desk, dual monitors, a gym, and a variety of snacks and beverages.

• Comprehensive Benefits Package: Enjoy top-tier Medical, Dental, Vision, and Life insurance, along with a 401(k) plan featuring a 4% match.

• Commuter Benefits: Park conveniently in our building’s garage at no charge to you. For train commuters, we subsidize most, if not all, of your monthly pass expenses.

• Professional Development: Take advantage of online training, live courses, and additional funds for courses, seminars, and certifications to enhance your skills.

• Team-Centric Atmosphere: Be part of a close-knit team that prioritizes relationship-building and personal connections.

About Our Crew

Boats Group is the fastest-growing digital business in the recreational boating space. We are a talented team of techies, creatives, marketers, closers and customer advocates who spend each day pushing the boundaries of technology to make buying and selling boats easy. We spend each day surrounded by 500,000 boats from across the globe.

Our passion and unyielding dedication to getting people on the water influence our culture in ways you won’t find at other companies. We’re the best at what we do because we’re working in an industry we love. When you walk through our doors, you’ll find smart, dedicated people who consider one another family.

If you want to work in an inclusive, innovative environment where we encourage employees to collaborate, leverage their talents and actively shape the future of the company, then you will enjoy working here!"

nan

nan