<p>A Day in the Life</p> <p>The Business Support Analyst will review all assigned new applications and follow-up on any missing information or documents to complete their application package. They will create unique customer experience through outstanding service that is courteous and helpful, assisting customers in uploading required documentation and answering questions they may have about the application documents and program requirements. Some travel may be required.</p> <p>Lendistry: Who We Are</p> <p>We're proud to be the nation's largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!</p> <p>What You'll Be Doing</p> <ul> <li>Stay current with all program requirements and required documents. </li><li>Review loan application packages for completeness and eligibility. </li><li>Utilize scripts and email templates provided in customer communication. </li><li>Maintain the highest degree of customer satisfaction and professionalism (e.g. tone, voice inflection, word choices). </li><li>Effectively utilize Salesforce to capture all customer calls and emails with detailed notes. </li><li>Assign all tasks for follow-up to create an outstanding customer experience throughout the review process. </li><li>Continue to be an active and engaged learner availing yourself of all training, meetings, management coaching, communications, and internal partnerships. </li><li>Daily follow-up with all customers in pending until 5 touches have been completed, including three emails with texts if customer has opted into SMS and 2 calls to both the customers business and personal phone numbers. </li><li>Perform other duties as assigned to support the efficient and effective operation of the department and that help to make Lendistry the best place to work! </li></ul> <p>Your Areas of Knowledge and Expertise</p> <ul> <li>1+ year customer service experience. </li><li>Basic computer skills. </li><li>Excellent verbal and written communication skills. </li><li>Exceptional customer service skills. </li><li>Diligent follow-up skills. </li><li>Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, ability to work independently as part of a team. </li><li>Strong analytical ability with active listening skills. </li><li>Willingness to adapt to changing business needs and deadlines, including extended work hours. </li><li>Exhibit a professional, business-like appearance and demeanor. </li></ul> <p>Why You'll Love Working Here:</p> <ul> <li>Comprehensive Medical, Dental, and Vision Insurance </li><li>Generous Paid Time Off </li><li>Birthday Day Off </li><li>12 Paid Company Holidays </li><li>401(k) Match </li><li>FSA and HSA </li><li>Paid Life Insurance </li><li>Paid Disability Insurance </li><li>Pet Insurance </li><li>Employee Assistance Program (EAP) </li><li>Professional Development Courses </li><li>In Office Provided Snacks and Drinks </li><li>Gym Facilities (LA & Tustin/CEC Offices) </li><li>In Office Engagement Activities </li></ul> <p>COMPENSATION RANGE</p> <p>The US base salary range for this full-time position is $21.00-28.00/hourly.</p> <p>Our salary ranges are determined by role, level, and location.</p> <p>The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.</p> <p>Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.</p> <p>PHYSICAL REQUIREMENTS</p> <p>This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.</p>