Loan Closer - Miami, FL

About the position The Loan Closer at Boats Group plays a crucial role in assisting customers through the loan application closing process. This position requires strong communication skills, attention to detail, and a deep understanding of consumer loans and banking regulations. The Loan Closer collaborates with various teams to ensure timely loan closures while maintaining compliance with company and regulatory standards. Responsibilities • 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. Requirements • 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. Nice-to-haves • 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. , • 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. Benefits • Hybrid Work Flexibility: Remote work on Mondays and Fridays and in-office collaboration from Tuesday to Thursday. , • Generous Time Off: No need to accrue time off; includes birthday off, 8 holidays, and days from Christmas through New Year's Day. , • Volunteering Time: 4 paid days annually to participate in community service. , • Modern Office Perks: Features electric sit/stand desks, dual monitors, a gym, and snacks. , • Comprehensive Benefits Package: Medical, Dental, Vision, and Life insurance, along with a 401(k) plan featuring a 4% match. , • Commuter Benefits: Free parking and subsidized train pass expenses. , • Professional Development: Online training, live courses, and funds for courses, seminars, and certifications. , • Team-Centric Atmosphere: A close-knit team that prioritizes relationship-building and personal connections. Apply Job!