Strategic Financial Solutions

Documents Processor (Buffalo, NY)

Job Locations US-NY-Buffalo
Category
Sales
Job ID
2021-1598

Overview

Are you organized and detail oriented?

Are you good with numbers?

Do you enjoy talking with and helping others?

Are you able to multi-task and adapt to change quickly?

 

If you answered YES to these questions, then look no further and apply for the Documents Processor position!

 

To guide our potential borrowers through the application process, Strategic Financial Solution’s Lending Department is looking for a detail-oriented and motivated Documents Processor. You will work side-by-side with our Loan Officers and Underwriters to promote an efficient and delightful experience for our applicants. You will also work directly with our applicants to quickly receive necessary documentation. You will review their applications to ensure that all requirements are met. Finally, you will crunch the numbers to make sure the requested loan amount meets the applicant’s borrowing needs.

 

The Lending Department at Strategic Financial Solutions is growing rapidly, and new team members will have an opportunity to grow and develop their skills and talents. We encourage Loan Processors to take on future roles within the Lending Department as Loan Officers, Underwriters, or Loan Servicers. Adaptability, attention to detail, comfort with numbers, and fanatical customer service are requirements for the role and the department.

Responsibilities

  • Proactively communicate on the phone and via email with loan applicants to explain the process, to obtain necessary documentation, and to provide relevant updates
  • Identify missing, incomplete, or invalid documentation and work with applicants to correct the issue
  • Pay attention to specific details and individual numbers to ensure accuracy
  • Recognize and resolve challenges early in the process to ensure that applicants are receiving a delightful experience
  • Organize all applicant documentation for Underwriting
  • Communicate internally and externally in a professional, helpful, and punctual manner
  • Balance competing priorities and deadlines in a dynamic, goal-driven environment

Qualifications

  • Bachelor’s degree or equivalent experience
  • Strongly motivated to exceed performance goals
  • Ability to juggle multiple deadlines
  • Ability to adhere to all guidelines and requirements
  • Adaptability to adjust to new guidelines and requirements
  • Attentiveness to details and comfort with incomplete information
  • Confidence in asking questions and in being self-sufficient
  • Excellent interpersonal and communication skills
  • Compensation: $17.00 HR
  • Schedule Options:
    • 9:00 AM-5:00 PM Monday - Friday
    • 10:00 AM - 6:00 PM Monday - Friday

Preferred qualifications

  • Familiar with consumer lending products
  • Familiar with software like Salesforce or similar tools

About Strategic

Strategic Financial Solutions is a leading consumer finance company that specializes in helping people that have too much credit card debt. We were recently named the 21st Best Company to Work for in New York by Best Companies to Work For and have been certified as a Great Place to Work 4 times. Additional honors include being named, two times, as one of the 50 fastest growing companies in New York City and to the prestigious Inc. 500 list as one of the 500 fastest growing companies in the United States.

 

Strategic is committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as a company.  

 

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