Pre-Closing Relationship Specialist
Title: Pre-Closing Experience SpecialistType: Full-Time, Hourly, Non-Exempt, In-Office, Non-RemotePay Range:$55,000-$65,000 yearly total compensationAbout UsYrefy is a private student loan refinance company, specializing in assisting borrowers and co-borrowers in relieving the burden of student loans, through a refinance. If you are passionate about helping individuals and thrive in a growing environment, we invite you to consider joining our team!Job SummaryOur ideal candidate possess exceptional written an verbal communication skills, a dedicated team player, and a desire to help others. The primary responsibility of this role is to work hand in hand with borrowers and co-borrowers working through our refinance process. This position will analyzes borrowers' and co-borrowers’ feedback, implement retention strategies ensuring timely follow up though phone, email and other methods.Duties/ResponsibilitiesBuilds positive relationships with borrowers, co-borrowers, and business associates via phone, email, and text.Uses templates to prepare email and text communication to support the Client Retention Specialist in providing status updates to borrowers and co-borrowers regarding the refinance process to retain business.Assists in communicating to borrowers and co-borrowers regarding account status and setting expectations regarding timelines.Requests documents from borrowers and co-borrowers as needed.Prepares and sends forms needed for borrowers and co-borrowers to complete.Assists with NSF recoveries.Communicates with sales, processing, loan acquisitions team, and underwriting.Suggests improvements in communication processes and templates.Documents all information accurately in the CRM.Performs other related duties as assigned.Required Skills/AbilitiesExcellent written and verbal communication skills.Experience preparing written communication using templates.Excellent organizational skills and attention to detail.Ability to solve problems while showing empathy and patience.Proficient in Microsoft Office Suite.Knowledge of CRM software.Education And ExperienceHigh school diploma/GEDPrevious experience in account management, servicing, and light NSF collections is welcomed and translates well to this role.Three (3) to five (5) years of sales or marketing experience preferred.Physical RequirementsProlonged periods sitting at a desk and working on a computer.Must be able to lift 15 pounds at times.What We Offer100% Employer Paid Medical for Employee AND Whole Family (includes the Mayo Clinic)401k/Roth Plan 4% Match with Immediate VestingDental InsuranceVision InsuranceCompany Paid Life Insurance, plus optional voluntary coverageCompany Paid Short-and-Long-Term Disability InsuranceEmployee Assistance ProgramFully Paid LifeTime Gym Membership (if >8 visit days/month)Student Loan Repayment AssistanceJob-related Tuition ReimbursementCatered Friday LunchesStocked Snack KitchensFun in-Office Work EnvironmentAdvancement Opportunities in a Fast-Growing CompanyAnd More!