White Glove Lending Specialist

Summary: 

The White Glove Lending Specialist position is a critical member of Renew Financial’s Lending Operations team and reports to the Manager of Lending Operations. Responsible for the end-to-end loan processing cycle while also providing comprehensive support to Contractors and Homeowners unfamiliar with PACE financing. In addition to processing and closing consumer loans, this role plays a key part in educating Contractors and assisting customers with their financing needs from start to finish. The ideal candidate will have sales experience, a deep understanding of the PACE program, excellent objection-handling skills, and a strong customer service background. 

Principal Duties Include:

• Inside Sales
  • Utilize sales skills to build relationships with Contractors and Homeowners, guiding them through the financing options available and overcoming objections as they arise. 
  • Proactively offer solutions that meet their needs, ensuring high loan conversion rates and satisfaction.
• Loan Processing
  • Responsible for the origination, processing, and closing of consumer loans in a high-volume call center environment, with a strong focus on first call resolution.
  • Ensure loan applications meet compliance requirements and timelines, while maintaining accuracy and efficiency throughout the process.
• Contractor & Customer Support
  • Serve as a primary point of contact for Contractors who are new to the PACE financing process, guiding them through each step of the process and educating them on program specifics. 
  • Assist customers in understanding and completing their financing, providing exceptional service and ensuring smooth communication.
  • Provide guidance on documentation and application submission to streamline loan approval and reduce errors.
• Collaboration
  • Work closely with Sales Managers and Client Success Managers to support the Contractor pipeline, facilitating communication and collaboration throughout the loan process. 
  • Ensure that the loan process is smooth and efficient, enhancing the customer experience and ensuring contractor satisfaction.
• Compliance
  • Ensure that all loans processed comply with regulatory procedures and company policies. 
  • Maintain accurate records and suggest process improvements where needed to enhance compliance and efficiency.

Qualifications:

• 3-5 years of experience in Consumer Lending or a related field, with strong knowledge of lending laws and regulations.
• Proven sales experience, with an ability to overcome objections and guide customers and contractors through complex processes.
• Excellent communication skills, both written and verbal, with a focus on educating and building relationships with Contractors and Homeowners.
• Strong organizational skills with an ability to manage multiple tasks under time constraints, while maintaining accuracy and a high level of service.
• Familiarity with the PACE financing program preferred.
• Bilingual (Spanish) is a plus.

Work Environment:

This role operates in a fast-paced, professional office environment, with frequent interaction via phone and computer systems.

Physical demands: This position requires prolonged sitting along with the utilization of computers and phones. The employee will also be required to have verbal interactions over the phone.