Entry Level Client Service Specialist -- College Grads Welcome!

***Position is Hybrid but must be able to be in office 2 days a week in Laurel, MD***

Position Overview: As a Client Services Outreach Specialist at Pure Finance Group, you will play a crucial role in engaging with applicants during the preverbal and funding stage, specifically focusing on those in the Preverbal and Submitted to Funding stages. Your primary responsibility will involve making outbound calls to applicants, providing assistance with pre-verbal information, guiding them through the application process, and ensuring a smooth transition to a funded loan. This role requires a highly organized and customer-centric individual who can effectively communicate financial information and requirements.

Key Responsibilities:

1. Outreach Calls: Initiate outbound calls to applicants in the Preverbal and Submitted to Funding stages to provide information, answer questions, and guide them through the funding process.
2. Pre-Verbal Assistance: Provide detailed information on pre-verbal process, documentation, and any additional steps necessary to move forward in the funding process.
3. Communication: Maintain regular communication with applicants to update them on the status of their funding applications, address inquiries, and provide timely assistance.
4. Document Management: Manage and organize pre-approval and funding packages, ensuring all required documents are accurately collected and stored.
5. Collaboration: Work closely with other teams, such as the underwriting and funding teams, to ensure a seamless transition of applicants through the funding stages.
6. Customer Relationship Management: Build and maintain positive relationships with applicants, addressing concerns, and providing exceptional customer service.

Qualifications:

• Previous experience in a customer service or outreach role
• Strong communication skills, both written and verbal.
• Knowledge of financial products, lending processes, and documentation requirements.
• Excellent organizational and multitasking abilities.
• Detail-oriented with a focus on accuracy.
• Proficient in using CRM systems and other relevant software.
• Ability to work independently and collaboratively in a team environment.
• High level of professionalism and empathy in dealing with customers.

Benefits: Joining as a Customer Support Specialist means being part of a dynamic team where your contributions truly matter. You’ll enjoy opportunities for career growth through ongoing training and development, all within a collaborative and supportive work culture. We offer competitive compensation, comprehensive benefits, and promote a healthy work-life balance, ensuring you can thrive both professionally and personally. Your role will have a direct impact on our dealers and customers, making your work meaningful and rewarding.

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Pure Finance Group is a growing fintech company that provides consumer financing and payment processing solutions for home improvement and service-based businesses. Our team is fast-moving, collaborative, and driven by results. We’re looking for motivated self-starters who thrive in a dynamic environment and want to make a real impact as we continue to scale..