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Customer Success and Loan Underwriting Specialist

6/17/2025

No location specified

Job Summary

A company is looking for a Customer Success and Loan Underwriting Specialist.

Key Responsibilities
  • Answer customer inquiries and provide support via phone, email, and chat
  • Review loan applications and assess risk to ensure compliance with lending policies
  • Serve as the main point of contact for customers, addressing concerns and managing escalated issues
Required Qualifications
  • Experience with Financial Aid preferred but not required
  • Ability to handle a high volume of tasks in a fast-paced environment
  • Basic technical skills and willingness to learn new tools
  • Strong analytical skills with attention to detail and accuracy
  • Customer-focused and empathetic, with the ability to resolve issues proactively

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