Loan Specialist

hace 4 días


San Francisco, Heredia, Costa Rica Auxis A tiempo completo
About the Role

We are seeking a skilled Loan Specialist to join our team at Auxis. In this role, you will be responsible for reviewing and evaluating client financial documents, researching financial history, and ensuring compliance with company policies and regulatory requirements.

Key Responsibilities
  • Review and evaluate client's financial documents (bank statements, pay stubs, award letters) to assess their creditworthiness.
  • Calculate income for Underwriting submission to ensure accurate and timely processing.
  • Adhere to a structured work schedule, daily duties, and work activities to meet performance targets.
  • Attend all mandatory training sessions and meetings to stay up-to-date with industry developments and company policies.
Requirements
  • Excellent communication skills in English and Spanish (oral and written), with a proficiency level of B2 or above.
  • A high school diploma or equivalent is required; however, a higher degree may be preferred.
  • A genuine interest in working with customers and providing exceptional service.
  • Demonstrated experience in providing high levels of customer satisfaction in a back office environment.
  • Good presentation and interpersonal skills, with a polite, tactful, and friendly character.
About Auxis

Auxis is a leading provider of business process outsourcing solutions. We offer a dynamic and supportive work environment that values innovation, teamwork, and customer satisfaction. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional results, we encourage you to apply for this exciting opportunity.



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