Organizational Overview:
Opportunity Fund is a not-for-profit financial institution that advances the economic well being of working people by helping them earn, save, and invest in the future. With a staff of 40 people and annual operating budget of $7 million, our award winning programs have directed over $200 million into low-income communities in the SF Bay Area and helped thousands of clients improve their lives.

Position Summary:
Opportunity Fund is seeking a qualified Customer Service Rep to support marketing/sales efforts to bring in qualified loan application packages. Qualified candidates have demonstrated the ability for excellent customer service and administrative support in a high volume, entrepreneurial environment. This is a great entry-level role for someone looking to join a dynamic team with growth opportunities.

Key Responsibilities:

• Loan application screening and conversion
• Respond quickly to high volume of inbound phone calls and referrals, and use good judgment to effectively determine prospective application fit with product guidelines
• Pull credit reports and conduct preliminary assessment
• Efficiently educate clients and/or referral partners and move on from unqualified leads
• Successfully sell, motivate and bring in qualified application packages from good prospects
• Good client experience that induces high customer satisfaction and positive referrals
• Respond quickly to clients on all calls, emails and other inquiries
• Clearly communicate/set client expectations on turn-around time and loan request viability
• Efficiently gather information and documents from clients
• Provide helpful credit/business information, even for declines
• Diligent pipeline management
• Efficiently and accurately enter loan application data into system/database
• Verify / audit application information provided by applicant and ensure complete loan file
• Diligently follow up on specific leads through calls, document collection, etc.
• Send decline letters and make calls for loan approval notification
• Administrative, marketing, operations support as needed – i.e. direct mail, collections, etc.

Qualifications:

• Fluent in Spanish
• 2-5 years customer service and sales experience, preferably with financial services or consumer product/service targeted at small business owners
• Organized, detail-oriented, excellent at multi-tasking, follow through and delivering on deadlines
• Fast and comfortable with customer relationship management software/databases
• Good judgment and quick decision making
• Energetic personality and superior communication skills
• Ability to thrive in an entrepreneurial, team-oriented, mission-driven environment

Compensation and Office Location:

• This position may require local travel to visit clients, a valid driver’s license and vehicle insurance. Mileage will be reimbursed.
• Opportunity Fund’s principal office is in San Jose, with a satellite office in San Francisco.
• Base salary and incentive for exceeding goals, dependent on experience.
• Competitive benefits package including vacation, sick leave, medical, dental, vision and retirement.

Source: Idealist.org