We are seeking a dedicated and detail-oriented Account Support Specialist to join our team. In this role, you will be responsible for managing loan order processing, ensuring smooth vendor and internal stakeholder interactions, and continuously improving processes. The ideal candidate will be a multitasker with excellent communication skills, a proactive mindset, and the ability to prioritize tasks effectively.
Responsibilities
- Loan Order Processing: Accurately process and manage loan orders from initiation to completion, ensuring timely approval and customer satisfaction.
- Vendor Management: Collaborate with financial partners and vendors to maintain strong relationships, resolve issues, and ensure efficient order fulfillment.
- Internal Stakeholder Management: Work closely with internal teams such as sales, finance, and customer service to ensure seamless operations and address any issues promptly.
- Communication: Maintain clear, concise, and professional communication with all stakeholders to facilitate smooth operations and customer satisfaction.
- Attention to Detail: Ensure all documentation and records are accurate and up-to-date, minimizing errors and discrepancies.
- Process Improvement: Identify opportunities for process enhancements and implement solutions to improve efficiency and effectiveness in loan order management and support functions.
- Multitasking and Prioritization: Handle multiple tasks and projects simultaneously while maintaining high levels of accuracy and productivity. Effectively prioritize tasks to ensure critical deadlines are met.
- Problem-Solving: Utilize strong problem-solving skills to address complex situations effectively and efficiently.
Requirements
- 5-6 years experience in a similar role preferably within a fast-paced financial services environment.
- Exceptional multitasking abilities and capacity to manage multiple priorities.
- Strong attention to detail and commitment to accuracy.Excellent written and verbal communication skills.
- Proactive mindset with a focus on continuous improvement.
- Ability to build and maintain effective relationships with vendors and internal stakeholders.
- Proficient in using loan order management systems and other relevant software.
- Problem-solving skills and ability to handle complex situations effectively.
What We Do
Vartana is a unified B2B enterprise sales closing and financing platform, helping companies close deals faster and improve cash flow. With Vartana sellers can extend payment terms, offer installment plans, and get signatures to eliminate the hassle of the sale closing process. Vartana was founded in 2020 by Kush Kella and Ahmed Sharif, and is based in San Francisco, CA. For more information, visit https://www.vartana.com