Financial CSR/Bank Teller/Loan Processor/Credit Risk (Remote in CA)

About the position The Financial CSR/Bank Teller/Loan Processor/Credit Risk position at Mindsource, Inc. is a contract role focused on providing operational support and risk mitigation for banking products. The specialist will assist customers with inquiries, review applications, and documentation to ensure a smooth banking experience while managing risk effectively. This role requires a proactive approach to improving customer interactions and maintaining high service standards in a fast-paced environment. Responsibilities • Respond to inquiries via CRM tools through phone and email. , • Complete daily cases utilizing standard operating procedures and analyze trends for program improvements. , • Understand escalation paths to triage seller needs and mitigate risk. , • Answer customer questions regarding business documents or current loan information. , • Maintain or exceed established service level agreements for transaction resolution. , • Identify, document, and follow up on product bugs and features. , • Advocate for the seller community by identifying trends and suggesting policy improvements. , • Participate in ongoing training to maintain knowledge of BSA/AML responsibilities. , • Collaborate with team members through internal messaging tools and video conferencing. , • Suggest improvements for Banking content on the Support Center and in macros. Requirements • 3 years of experience in the banking industry. , • 2 years of experience in loan/credit processing. , • 1 year of experience with CRM software. , • Strong communication skills, both written and verbal. , • Proficiency with technical tools such as Google and Microsoft Suite, Slack, and CRM software. Nice-to-haves • Interest in implementing feedback and improving skills. , • Flexibility to adapt and collaborate on multiple assignments. , • Analytic skills to identify trends and suggest improvements. , • Desire to help achieve new milestones and enhance customer experience. Benefits • Health insurance , • Dental insurance , • Vision insurance , • Life insurance Apply Job!