Financial CSR/Bank Teller/Loan Processor/Credit Risk (Remote in CA)
About the position
The Financial CSR/Bank Teller/Loan Processor/Credit Risk position at Mindsource, Inc. is a contract role focused on providing operational support and risk mitigation for banking products. The specialist will assist customers with inquiries, review applications, and documentation to ensure a smooth banking experience while managing risk effectively. This role requires a proactive approach to improving customer interactions and maintaining high service standards in a fast-paced environment.
Responsibilities
Respond to inquiries via CRM tools through phone and email.
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Complete daily cases utilizing standard operating procedures and analyze trends for program improvements.
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Understand escalation paths to triage seller needs and mitigate risk.
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Answer customer questions regarding business documents or current loan information.
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Maintain or exceed established service level agreements for transaction resolution.
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Identify, document, and follow up on product bugs and features.
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Advocate for the seller community by identifying trends and suggesting policy improvements.
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Participate in ongoing training to maintain knowledge of BSA/AML responsibilities.
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Collaborate with team members through internal messaging tools and video conferencing.
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Suggest improvements for Banking content on the Support Center and in macros.
Requirements
3 years of experience in the banking industry.
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2 years of experience in loan/credit processing.
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1 year of experience with CRM software.
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Strong communication skills, both written and verbal.
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Proficiency with technical tools such as Google and Microsoft Suite, Slack, and CRM software.
Nice-to-haves
Interest in implementing feedback and improving skills.
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Flexibility to adapt and collaborate on multiple assignments.
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Analytic skills to identify trends and suggest improvements.
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Desire to help achieve new milestones and enhance customer experience.
Benefits
Health insurance
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Dental insurance
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Vision insurance
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Life insurance
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