Splash Financial Logo

Splash Financial

Customer Service (Loans)

Posted 25 Days Ago
Remote
Hiring Remotely in USA
24-24
Junior
Remote
Hiring Remotely in USA
24-24
Junior
As a Loan Consultant, you will handle customer inquiries, process applications, ensure satisfaction, and collaborate for improvements in the loan process.
The summary above was generated by AI
ABOUT OUR COMPANY:
The crushing weight of debt is something that we believe holds people back from reaching their dreams and making a splash in the world. So in 2013, after seeing our friends and family struggle with student loans, we created Splash Financial. 

Over the years, our mission has expanded to include helping people with other forms of debt - such as refinancing credit cards, which are at all time highs in the US. And we’ve been able to refinance $6+ Billion in loans through our network of Splash, powered credit union and bank partners who leverage our marketplace and automated loan processing technology. And we’ve raised over $70 million from investors like partners of DST Global, Citi Ventures, TruStage Ventures, Northwestern Mutual Future Ventures, Detroit Venture Partners, and more.

But at our core, we’re still that little company from Cleveland with a big dream: to make people more powerful than their debt and we’re just getting started..

ABOUT OUR WORKPLACE:

Splash is remote-first, and proud of it. 

We spend our days simplifying financial products and getting them into the hands of people who need them most. Right now, we’re focused on building financial technologies that fundamentally transform how the industry lends.

Although Splash has been around since 2013, we still operate like a startup — fast-paced, nimble, and full of heart. We’re good people who care deeply about doing meaningful work and we approach challenges with creativity, passion, and urgency.

And to hire the best, we provide the best: great health insurance, competitive salaries, and unique benefits like quarterly meet-ups and access to engagement tools that keep us connected — even from afar.

At Splash, everything we do is guided by our values:

Own It – We take full accountability and follow through on commitments.

Raise the Bar – We move fast, innovate faster, and push through barriers.

Say the Hard Thing – We speak up with honesty, respect, and a desire to solve problems and make things better.

Elevate Each Other – We win as a team by lifting each other up.

These values show up in how we work and how we connect — whether we’re collaborating on big projects or bonding over everyday moments. Yes, we even have Slack channels for #kids-and-pets and #food because we believe being human makes us better teammates.

ABOUT THE ROLE:

Splash Financial is seeking an experienced Loan Consultant for our 12pm to 9pm EST shift. In this role, you'll handle inbound queries from potential customers via phone, email, and/or chat. Additionally, you'll reach out to customers who have initiated an application, guiding them through the process and addressing their questions. 

Your mission will be to deliver a world-class customer experience. This role will collaborate with internal stakeholders to ensure consumer insights are shared, will focus on achieving first contact resolution while maintaining high customer satisfaction scores and meeting other department metrics.

WHAT YOU’LL DO AT SPLASH:

  • Provide a world class customer experience to anyone who visits the site or reaches out for support.
  • Proactively respond to inbound customer inquiries via phone, email and web chat. Assist with select outbound campaigns as needed.
  • Responsibly review and process application information, loan documents and other sensitive information in relation to company and compliance guidelines.
  • Document customer interactions and feedback accurately in the company’s CRM system to ensure comprehensive records and facilitate continuous improvement.
  • Share insights with management regarding enhancements/adjustments to improve overall company products, operations and policies.
  • Ensure timely follow-up and resolution of customer issues and concerns, striving for complete satisfaction.
  • Continuously stay updated on industry trends and product knowledge to better serve customers and contribute to ongoing improvement efforts.

WHAT YOU’LL BRING TO SPLASH:

  • Prior banking and/or lending experience.
  • Associate or Bachelor’s degree preferred.
  • Experience with Salesforce or other CRM system / tech savvy.
  • Microsoft office and/or Google Suite proficient.
  • Ability to multi-task and manage changing priorities.
  • Strong communication skills: Excellent verbal and written communication abilities to effectively interact with customers and team members.
  • Problem-solving mindset: Proven ability to analyze issues and develop practical solutions in a fast-paced environment.
  • Attention to detail: Keen eye for accuracy and thoroughness in handling financial information and customer data.
  • Customer-centric approach: Demonstrated commitment to providing exceptional service and support to clients.
  • Team collaboration: Ability to work effectively both independently and as part of a team, contributing to a positive team dynamic.
  • Adaptability: Capacity to quickly learn new systems, tools, and processes, adapting to the evolving needs of the company.

COMPENSATION:

The base pay for this role is $24.04 per hour, based on market data and internal compensation practices.  This role may also be eligible for an incentive program based on performance.

SPLASHERS ENJOY:

  • Fully remote work freedom
  • Competitive salary packages
  • Flexible PTO + 9 company holidays
  • Equity: Share in our start-up success
  • Comprehensive and affordable insurance benefits
  • Paid parental leave for both caregivers
  • Essential equipment to get the job done
  • 401(k) for your future savings
  • Quarterly meet-ups: In person & virtual fun
  • Awesome Splash swag to flaunt your team spirit

Employment at Splash is based on individual merit. Opportunities are open to all, without regard to race, color, religion, sex, creed, age, handicap, national origin, ancestry, military status, veteran status, medical condition, marital status, sexual orientation, affectional preference, or other irrelevant factors. Splash is an equal opportunity employer.

Top Skills

Google Suite
MS Office
Salesforce

Similar Jobs

An Hour Ago
Remote or Hybrid
58 Locations
123K-505K
Senior level
123K-505K
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead product management initiatives focusing on strategy, project oversight, and executive client relationships to drive growth and deliver innovative software products.
Top Skills: Product ManagementSoftware SolutionsTechnical Experience
An Hour Ago
Remote or Hybrid
3 Locations
99K-158K Annually
Senior level
99K-158K Annually
Senior level
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
The role involves managing early career talent acquisition through strategic recruitment, program management, and collaboration with various teams to enhance candidate experience.
Top Skills: BeameryHandshakeParadoxWorkday
An Hour Ago
Remote or Hybrid
Orlando, FL, USA
Senior level
Senior level
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Lead the Core Data Engineering team and the Fandango360 B2B marketing data platform, focusing on data infrastructure and product innovation. Manage a team of engineers, drive improvements in data systems, and ensure compliance with data governance.
Top Skills: AngularApi GatewayAws GlueAws LambdaElasticsearchJavaScriptMwaaNode.jsReactSQLVue

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account