Loan Support Specialist
2 weeks ago
**About Us**
PADS Financial is a Montreal-based Fintech startup. PADS is the brainchild of Canadian entrepreneurs who recognized a gap in the lending market. We are the first all-online lending platform designed to help Canadian homeowners secure equity-backed loans. Our lending network is exclusively Canadian, comprised of private investors who share our commitment to providing the best possible service.
PADS Financial is fully integrated, managing everything from lead acquisition to loan servicing in-house. This approach ensures superior customer service, quick processing, and competitive rates. Our proprietary AI optimizes each step of the loan process, streamlining and accelerating the customer experience.
While we leverage cutting-edge technology, PADS remains a people-centric organization. We believe in fostering a safe and stimulating work environment where our team members can thrive and develop their skills.
You will embody our core values of service excellence, transparency, and customer support. As the face of PADS Financial, you will be instrumental in ensuring a smooth and positive experience for our clients.
**Responsibilities**:
- Follow up with applicants to ensure all required documents are submitted and complete.
- Provide ongoing support to clients post-closing and handle any issues or questions they may have.
- Maintain accurate records of customer interactions and transactions, noting details of inquiries, complaints, and actions taken.
- Contribute to a positive team environment and proactively support the sales team's efforts to achieve targets.
**Requirements**:
- High school diploma or equivalent; Bachelor’s degree preferred.
- 2+ years of experience in customer service or sales, preferably within mortgage lending or financial services.
- Strong interpersonal and communication skills, both written and verbal.
- High attention to detail with the ability to manage multiple tasks effectively.
- Familiarity with loan origination systems and the mortgage industry.
- Ability to work independently as well as collaboratively in a fast-paced environment.
- Bilingual (French, English) - mandatory.
If you are passionate about customer service and sales and meet the requirements, we would love to hear from you. Please submit your resume and cover letter for consideration.
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**À propos de nous**
PADS Financial est une startup fintech basée à Montréal. PADS est le fruit d'entrepreneurs canadiens qui ont identifié une lacune dans le marché du prêt. Nous sommes la première plateforme de prêt entièrement en ligne, conçue pour aider les propriétaires canadiens à obtenir des prêts hypothécaires. Notre réseau de prêteurs est exclusivement canadien, composé d'investisseurs privés partageant notre engagement à offrir le meilleur service possible.
PADS Financial est entièrement intégré, gérant tout, de l'acquisition de leads au service des prêts, en interne. Cette approche garantit un service client supérieur, un traitement rapide et des taux compétitifs. Notre intelligence artificielle propriétaire optimise chaque étape du processus de prêt, rationalisant et accélérant l'expérience client.
Bien que nous misions sur une technologie de pointe, PADS reste une organisation centrée sur l'humain. Nous croyons en la création d'un environnement de travail sûr et stimulant où nos membres de l'équipe peuvent prospérer et développer leurs compétences.
PADS révolutionne le paysage des prêts au Canada grâce à un service client exceptionnel, une technologie innovante et un processus de demande entièrement en ligne.
**Description du poste**
Nous recherchons une personne motivée et axée sur le client pour rejoindre notre équipe en tant que **Représentant du service client et des ventes en prêts hypothécaires**. Dans ce rôle, vous jouerez un rôle crucial en guidant les emprunteurs potentiels tout au long du processus de demande de prêt hypothécaire, en répondant à leurs questions et en les aidant à chaque étape pour convertir les demandes en prêts financés. Votre objectif principal sera de fournir un service exceptionnel tout en aidant les clients à atteindre leurs objectifs financiers.
Vous incarnerez nos valeurs fondamentales d'excellence du service, de transparence et de soutien aux clients. En tant que visage de PADS Financial, vous serez essentiel pour garantir une expérience fluide et positive à nos clients.
**Responsabilités**:
- Aider les clients à comprendre les produits de prêt et les exigences de la demande, en convertissant efficacement les demandes en prêts financés.
- Faire le suivi avec les demandeurs pour s'assurer que tous les documents requis sont soumis et complets.
- Collaborer avec les agents de prêts hypothécaires et les souscripteurs pour rationaliser le processus de demande et améliorer l'expérience client.
- Fournir un soutien continu aux clients après la clôture et traiter toutes les questions
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