Customer Service and Lending Professional

4 days ago


Boca Raton, Florida, United States Newtek One Full time

Job Description:

NewtekOne is a financial holding company providing business and financial solutions under the Newtek brand to the SMB market. With over 20 years of experience, we have helped businesses grow their sales, control expenses, and reduce risk. Our solutions include banking, business lending, electronic payment processing, technology consulting, e-commerce, accounts receivable financing, insurance solutions, web services, and payroll benefits.

As a Business Service Specialist, you will play a critical role in assisting our lending division in providing outstanding customer service to existing and potential customers. You will work closely with applicants to complete loan applications, discuss financial needs, and structure solutions with our lending programs. Your primary goal is to keep customers informed about the progress of their application throughout the process.

Essential Functions:

  • Contact referrals within set timeframe as prescribed by NewTracker
  • Advise customers on application status and necessary actions
  • Provide professional customer service via phone, email, or video chat
  • Prescreen and process loan applications accurately through the online system
  • Update Referral System with customer information and assemble documents for loan processing
  • Support BSS Team Leader, Underwriters, and Closers by providing accurate information and open communication

Requirements:

  • Intermediate computer and phone skills
  • Proficient in Microsoft Office suite (Outlook, Word, Excel)
  • Excellent attention to detail, follow-up, and problem-solving skills
  • Strong listening, verbal, and written communication skills
  • Sales or lending experience a plus
  • Familiarity with financial reports (business and personal tax returns, cash flow projections)

Salary Range: $65,000 to $100,000 per year



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