Borrower Success Specialist

New

WisetackFintech Consumer Lending

Remote, USAFull-TimeMiddle

Salary$55,000-$62,000 base salary, plus annual target variable of $20,000-$25,000, equity, and benefits

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Job Details

Bachelor’s degree in business administration, marketing, communications, or a related field.
2+ years of experience in consumer lending, inside sales, financial services, customer-facing growth, or home services.
Comfort with high-volume outbound communication.
Proactive, growth-oriented mindset.
Strong ability to build trust, handle objections, and motivate customer action.
Demonstrated ability to assess situations and determine appropriate next steps independently.
Curiosity and ability to recognize recurring themes in customer conversations.
Experience using Salesforce or a similar CRM.
Ability to maintain consistent and accurate documentation.
Comfort working toward individual goals in a regulated environment.
Strong prioritization, organization, and follow-through skills.

Own a portfolio of borrower applications and determine where to focus time based on loan amount, funnel stage, and conversion likelihood.
Contact borrowers via phone, email, and voicemail to help them navigate application barriers.
Explain financing next steps and handle borrower objections with empathy and professional judgment.
Log all activities, outcomes, and notes accurately in Salesforce.
Meet individual performance goals for funded loans, funded volume, and borrower satisfaction.
Identify recurring borrower friction points and share actionable feedback with internal teams to improve processes.
Test and document new outreach approaches and best practices to optimize conversion.

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