Financial CSR/Bank Teller/Loan Processor/Credit Risk (Remote in CA)

About the position

The Financial CSR/Bank Teller/Loan Processor/Credit Risk position at Mindsource, Inc. is a contract role focused on providing operational support and risk mitigation for banking products. The specialist will assist customers with inquiries, review applications, and documentation to ensure a smooth banking experience while managing risk effectively. This role requires a proactive approach to improving customer interactions and maintaining high service standards in a fast-paced environment.

Responsibilities
? Respond to inquiries via CRM tools through phone and email.
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? Complete daily cases utilizing standard operating procedures and analyze trends for program improvements.
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? Understand escalation paths to triage seller needs and mitigate risk.
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? Answer customer questions regarding business documents or current loan information.
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? Maintain or exceed established service level agreements for transaction resolution.
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? Identify, document, and follow up on product bugs and features.
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? Advocate for the seller community by identifying trends and suggesting policy improvements.
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? Participate in ongoing training to maintain knowledge of BSA/AML responsibilities.
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? Collaborate with team members through internal messaging tools and video conferencing.
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? Suggest improvements for Banking content on the Support Center and in macros.

Requirements
? 3 years of experience in the banking industry.
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? 2 years of experience in loan/credit processing.
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? 1 year of experience with CRM software.
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? Strong communication skills, both written and verbal.
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? Proficiency with technical tools such as Google and Microsoft Suite, Slack, and CRM software.

Nice-to-haves
? Interest in implementing feedback and improving skills.
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? Flexibility to adapt and collaborate on multiple assignments.
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? Analytic skills to identify trends and suggest improvements.
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? Desire to help achieve new milestones and enhance customer experience.

Benefits
? Health insurance
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? Dental insurance
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? Vision insurance
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? Life insurance

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