Customer Care Specialist

Job not on LinkedIn

🔥 10 minutes ago

🇺🇸 United States – Remote

💵 $40k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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Kiavi

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2013

💳 Fintech

🏠 Real Estate

💸 Finance

💰 $158M Debt Financing on 2023-01

Fintech • Real Estate • Finance

Kiavi is a technology-driven financial company that provides fast and reliable financing solutions for real estate investors. Specializing in short-term 'fix-and-flip' loans, rental property financing, and new construction loans, Kiavi empowers both emerging and experienced real estate investors by offering competitive rates, high leverage, and efficient processes. With the use of an advanced technology platform, Kiavi simplifies and accelerates the loan application and approval process, allowing investors to manage their investments with ease and confidence. The company operates across multiple states and offers various resources to support investor growth.

📋 Description

• Proactively build your borrower “book of business” - comprised of passionate real estate investors looking to grow their own businesses • Operate as “Champion of the Customer” for all borrower needs • Engage and support your clients’ needs - on their timetables - including occasional weekend and evening coverage • Advise borrowers throughout the origination experience - particularly as it relates to pricing, valuation, rehab project scope-of-work • Attend local and regional industry events - including REA meetings and conference • Delivering a complete loan application file ready for underwriting • Driving higher repeat business to produce incremental growth to each borrower relationship • Contribute to projects that improve the business and effectiveness of the team • Partnering with your customers to qualify for the right mortgage for their situation, obtain required documentation, and guide them through the application process • Operate as the champion for any and all matters specific to your customers • Build and maintain strong, long-lasting customer relationships as the result of being a trusted advisor • Ensure the timely and successful delivery of our solutions according to customer needs and objectives • Deliver and own communication for material updates (e.g. new state licensing, new product, process changes, credit policy) • Work cross functionally with the Operations team to help resolve and mitigate any customer or loan issues • Support and empower to your teammates in order to win as a team

🎯 Requirements

• 3 years of sales experience required • CRM or Salesforce experience • College degree in Business, Marketing, Finance, or relevant experience • Passion for Real Estate investing • Excellent listening, negotiation, and presentation skills • Set high standards for yourself matched with exceptional interpersonal skills • Ability to adapt in a dynamic and growing organization • High empathy and desire to help others • Experience in formulating and presenting solutions based on customer needs • Proven ability to manage multiple projects at a time while demonstrating strong attention to detail

🏖️ Benefits

• Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost. • Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $1,000 for individual coverage and $2,000 for dependents. • Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary. • Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, training, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $85 stipend for internet and phone expenses. For in-office workers, Kiavi offers employer contributions to commuter benefits account, either for parking or public transportation. • Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager. • Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers. • 401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $8,000 (whichever is less). All employer contributions are immediately vested.