Loan Assistance Jobs in Atlanta, GA

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Looking for Loan Assistance jobs in Atlanta, GA? Browse our curated listings with transparent salary information to find the perfect Loan Assistance position in the Atlanta, GA area.

Application Engineer

Company: Ameris Bank

Location: Atlanta, GA

Posted Feb 29, 2024

Ameris Bank is a purpose-driven financial institution that aims to bring peace of mind to its customers. The company values integrity, ingenuity, and inclusivity, fostering a collaborative environment for its team members. The Application Engineer role involves managing and maintaining banking platforms, creating and implementing dashboards, and troubleshooting issues. The ideal candidate should have 10+ years of banking experience, 7+ years in software development, and strong problem-solving skills. Ameris Bank offers a comprehensive benefits package, including health insurance, retirement plans, and special banking services for employees.

Treasury Management Product Manager (Remote)

Company: Ameris Bank

Location: Atlanta, GA

Posted Feb 26, 2024

Ameris Bank is a purpose-driven financial institution that aims to bring financial peace of mind to its customers. The bank offers a wide range of services, from business growth to retirement planning, and serves customers across multiple regions through its digital offerings and mobile app. Ameris Bank values integrity, ingenuity, inclusivity, and collaboration, fostering a growth mindset among its team members. The bank's product owners are responsible for defining, guiding, and executing product-related activities, ensuring profitability and quality solutions for business customers. Ameris Bank provides comprehensive benefits and special bank services to its employees, including health insurance, retirement plans, and discounted banking services.

Client Support Specialist

Company: Diamond Assets

Location: Atlanta, GA

Posted Feb 27, 2024

Diamond Assets is a company that provides sustainable technology plans for schools, businesses, and governments, ensuring equitable access to technology. They offer high-quality refurbished Apple products at affordable prices. The Client Support Specialist role is crucial for maintaining client satisfaction and project efficiency. Key responsibilities include client support, device encumbrance resolution, project coordination, client relationship management, and documentation. The ideal candidate should have 2+ years of client-facing support experience, strong communication skills, and advanced computer skills.

Software Engineer-Hybrid

Company: Ameris Bank

Location: Atlanta, GA

Posted Feb 29, 2024

Ameris Bank is a purpose-driven financial institution that aims to bring financial peace of mind to its customers. The company values integrity, ingenuity, inclusivity, and collaboration, fostering a growth mindset among its team members. Ameris Bank offers a comprehensive benefits package, including health insurance, life insurance, disability coverage, paid leave, retirement plans, and special banking services. The Software Engineer role involves managing file transfer operations, building new integrations, designing APIs, and creating a positive developer experience. The ideal candidate should have advanced proficiency in modern programming languages, REST APIs, and cloud services, with a minimum of 2 years of software engineering experience and 1 year of cloud experience preferred.

Project Manager

Company: Safe-Guard Products International

Location: Atlanta, GA

Posted Feb 27, 2024

The Project Manager role at Safe-Guard Products International involves partnering with customers to ensure their long-term success, managing projects, and maintaining strong client relationships. The role requires strong project management skills, excellent communication abilities, and experience in the automotive finance and insurance industry. The company offers comprehensive benefits and opportunities for growth.

Reals Representative

Company: Marquee Insurance Group (MIG)

Location: Atlanta, GA

Posted Feb 26, 2024

<p><span datacontrast=none>Marquee Insurance Group is a commercial insurance company specializing in transportation We are committed to constantly improving our processes to make our clients experience better every day We believe that providing a fun culture and the opportunity for growth creates an energetic and happy employee base which in turn creates a positive experience for our clients Our culture is unique and innovative where we promote from within and believe in performancebased advancements<span><span dataccpprops=> <span><p> <p><strong><em><span datacontrast=none>MIG has been recognized on the Pacesetters list as one of the fastestgrowing private companies by the Atlanta Business Chronicle<span><em><strong><span dataccpprops=> <span><p> <p><strong><em><span datacontrast=none>MIG has been recognized as a Top Workplace by the Atlanta JournalConstitution<span><em><strong><span dataccpprops=> <span><p> <p>As a <strong>Renewals Representative<strong> you will be responsible for maintaining Marquees existing book of business This position will be responsible for nurturing existing customer relationships and renewing customers as they approach their expiration dates In accordance with established sales policies and procedures you will need to explain and resell MIGs core services and benefits in pursuit of the Companys goals and objectives<p> <p><strong>Must be willing to take and pass a licensing exam prior to start date<strong><p> <p><strong>Responsibilities<strong><p> <ul><li>Provide exceptional customer service to new and existing clients<li> <li>Maintain and monitor MIGs book of business on a rolling 12month basis ensuring all renewals are contacted at appropriate times<li> <li>Manage current accounts and assist with customer issues<li> <li>Shop rates from various insurance companies assemble information screen accounts for the marketplace and work with underwriters and finance companies to assemble a competitive insurance package for existing clients<li> <li>Collaborate with other branch locations to make sure appropriate leads are forwarded<li> <li>Follow the highest ethical and confidentiality standards<li> <li>Collaborate with coworkers in a teamoriented environment<li> <ul><p><strong>What we look for<strong><p> <ul><li>Bachelors degree in Business or related field<li> <li>Strong communication skills with the ability to negotiate and persuade<li> <li>Exceptional customer service organizational and problemsolving skills<li> <li>Team player with multitasking and prioritizing abilities<li> <li>Proficiency in MS Office skills and related computer knowledge<li> <ul><p><strong>Our Benefits<strong><p> <p><span datacontrast=none>MIG provides a competitive comprehensive performancebased compensation package for our fulltime employees<span><span dataccpprops=> <span><p> <ul><li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=1 dataarialevel=1><span datacontrast=none>Eligibility for Individual and Company bonus programs<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=2 dataarialevel=1><span datacontrast=none>Medical Dental Vision Life ADampD Insurance ShortTerm Disability<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=3 dataarialevel=1><span datacontrast=none>Pet Insurance Paid Family Leave Employee Assistance Program<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=4 dataarialevel=1><span datacontrast=none>Fully Paid Maternity Leave<span><li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=4 dataarialevel=1>401k with Company Matching<li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=4 dataarialevel=1>12 days of Paid Time Off 4 SickMental Health days 7 Paid Holidays 2 Flex Holidays<li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=4 dataarialevel=1>Weekly Catered Lunches<li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=4 dataarialevel=1>Work from Home Flexibility<li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=4 dataarialevel=1>Company Paid Fitness Membership<li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=4 dataarialevel=1>Volunteer Days and Opportunities with CompanyPartnered Charities<li> <li dataleveltext= datafont=Symbol datalistid=4 datalistdefnprops= dataariaposinset=4 dataarialevel=1>Internal Inclusion programs<span dataccpprops=> <span><li> <ul><p><span datacontrast=none>Marquee Insurance Group is an Equal Opportunity Employer<span><span dataccpprops=> <span><p>

Revenue Accountant / Analyst

Company: DEKRA North America

Location: Atlanta, GA

Posted Feb 29, 2024

DEKRA North America is seeking a Revenue Accountant / Analyst with 5+ years of experience for a hybrid role in Atlanta, GA. The position involves handling revenue accounting transactions, assisting with month-end close procedures, and ensuring compliance with IFRS. The ideal candidate will have project management and process improvement experience, knowledge of revenue recognition standards, and proficiency in Microsoft Excel. The company offers a competitive benefits package, including health care, retirement benefits, paid time off, and opportunities for career growth.

Bilingual Account Specialist

Company: OTR Solutions

Location: Atlanta, GA

Posted Feb 28, 2024

<p>OTR Solutions is an innovator in the transportation industry providing a suite of factoring fuel and business management focused solutions We help new and established companies get fast access to the funds they need for daily operations As a Private Equity backed FinTech company we are looking to grow our bestinclass financial organization <p> <p><em><strong>OTR has been recognized as a Top Workplace by the Atlanta JournalConstitution since 2016<strong><em><p> <p>As a <strong>Bilingual Account Coordinator<strong> you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client payables Daytoday activities will revolve around processing invoices for client payment managing client needs with exceptional customer service and working closely with a team to complete daily task This position will require a positive and coachable attitude to be successful<p> <p><strong>Responsibilities<strong><p> <ul><li>Be a knowledgeable resource for client questions regarding their account billing inquires and general factoring information <li> <li>Assist team with auditing client invoices in a timely and efficient manner<li> <li>Using independent judgement and discretion assist the team in trouble shooting client issues with paperwork<li> <li>Responsible for fielding client calls and deescalate client issues through the highest levels of customer service<li> <li>Proactively help clients with strong communication and problem solving to ensure timely payments<li> <li>Assess and aide clients on invoice issues that need additional paperwork or clarification <li> <li>Communicate within the team about operations activities in order to meet daily deadlines <li> <li>Maintain financial security by following internal controls <li> <ul><p><strong>What we look for<strong><p> <ul><li>Bachelors degree in Business or related field<li> <li>Fluent in Punjabi<li> <li>Proficiency in MS Excel and related computer knowledge<li> <li>Exceptional communication organizational and problemsolving skills<li> <li>Team player with multitasking and prioritizing abilities<li> <ul><p><strong>Benefits<strong><p> <p>OTR provides a competitive comprehensive compensation package for our fulltime employees<p> <ul><li>Eligibility for Individual and Company bonus programs<li> <li>Medical Dental Vision Life ADampD Insurance ShortTerm Disability<li> <li>Pet Insurance Paid Family Leave Employee Assistance Program<li> <li>Fully Paid Maternity Leave<li> <li>401k with Company Matching<li> <li>12 days of Paid Time Off 4 SickMental Health days 7 Paid Holidays 2 Flex Holidays<li> <li>Weekly Catered Lunches<li> <li>Work from Home Flexibility<li> <li>Company Paid Fitness Membership<li> <li>Volunteer Days and Opportunities with CompanyPartnered Charities<li> <li>Internal Inclusion programs<li> <ul><p>OTRs mission is to create exceptional value for our clients by providing industry leading financing and backoffice solutions Three pillars that are crucial to supporting that mission are outstanding customer service technology that creates efficiency for ourselves and our customers and a culture that provides the opportunity for employees to achieve greatness<p> <p>OTR Solutions is an Equal Opportunity Employer<p> <p><br ><p><p> LIJE1<p>

Intern - Appraisal Operations

Company: MountainSeed

Location: Atlanta, GA

Posted Feb 29, 2024

<p><strong>How You Will Make a Difference<strong> <p> <p>The Appraisal Operations Intern position provides support to many departments within MountainSeed including Appraisal Procurement Sales and Operations This position plays a key role in the companys growth <p> <p>Professional communication skills both verbal and written are imperative for daily interaction within internal associates as well as with appraisers and the staff of the appraisal companies that manage their appraiser business relationships with MountainSeed <p> <p><strong>In This Role Youll Get To<strong> <p> <ul><li>Update expired appraiser licenses per ASCgov<li> <li>Contact appraisers with expired EampO policies and update profiles accordingly<li> <li>Special Projects andor provide Procurement Department assistance as assigned by manager<li> <ul><p><strong>This opportunity is for you if you haveare<strong> <p> <ul><li>Strong attention to detail exceptional written and verbal communication skills and efficiency in responding to written messages through a computer system<li> <li>Strong organizational skills be task driven and have the ability to prioritize<li> <li>Technological literacy and mastery of navigating web browsers and basic office software such as Outlook Excel and Word<li> <li>Must be able to work independently as well as part of a team<li> <ul><p><strong>As a MountainSeed employee you will enjoy benefits such as <strong>3 weeks PTO 13 company paid holidays paid parental leave and a flexible working environment Medical Dental Vision and 401K plans are available first of the month following 30 days of employment This position will be hybridThe office is located at 2100 Powers Ferry Road Atlanta 30339 <p> <p><strong>ABOUT MOUNTAINSEED<strong> <p> <p>Guided by our mission to provide opportunity and help people thrive using their Godgiven abilities MountainSeed takes a fresh approach to techenabled real estate services We serve our clients in several arenas including due diligencerelated services decisionsupport analytical tools and capital market solutions <p> <p><strong>MountainSeed MarketPlace<strong> <p> <p>As the largest commercial real estate services marketplace in the nation we have experience with all types of commercial real estate services We enable financial institutions with outsourced commercial and residential appraisal management and review services We also provide additional appraisalrelated needs including evaluations and environmental reports property inspections tenant risk assessments and more With an experienced fulltime staff of commercial and residential appraisal reviewers located in every US state we combine the expertise of dedicated local reviewers with the power of national coverage for a seamless experience that delivers the best of both worlds <p> <p><strong>MountainSeed Analytics<strong> <p> <p>With access to nearly 1 million property records and more being added daily the MountainSeed Analytics platform provides real estate data insights that are both accurate and timely Sourced directly from property commercial real estate reports more than 100 data fields are tracked by geography and property type providing insights into both large and small markets across the US <p> <p><strong>OUR PURPOSE<strong> is to provide opportunities that help people thrive using their Godgiven abilities <p> <p><strong>OUR CORE VALUES<strong> <p> <p><strong>Be a SelfStarter<strong> <p> <p>Constantly search out opportunities to improve yourself your team and the business Have the courage to identify problems solve them or tell someone who can Work with a true sense of urgency Take action take responsibility and finish it on time <p> <p><strong>Be a Team Player<strong> <p> <p>Encourage others and celebrate when they succeed Be willing to pitch in when someone needs help prioritizing team results above individual results We believe MountainSeed will succeed to the extent that we can create healthy highperforming teams <p> <p><strong>Dont be an optimist or a pessimist Be a patriot<strong> <p> <p>Everything at MountainSeed is not good and everything is not bad Passionately seek the greater good for the organization and be brutally honest about whats working and whats not working MountainSeed isnt loved because its great MountainSeed will be great because its loved <p> <p><strong>Do it Right<strong> <p> <p>Be the kind of person who does things right even when no ones watching even if your boss wont catch it and even if the client wont notice No ones perfect but be solid and have integrity <p> <p><strong>Be Humble<strong> <p> <p>Ask first how you can add value Humility gets harder the more power you have Invert the org chart serve those you lead At MountainSeed the best idea wins no matter where it comes from Be intellectually humble the kind of person that can change your mind in the face of new information or a different perspective <p> <p><strong>MountainSeed is proud to be an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to race color religion sex age national origin disability veteran status pregnancy sexual orientation or any other characteristic protected by law<strong><p>

Senior KYC Analyst

Company: Stenn Technologies

Location: Atlanta, GA

Posted Feb 28, 2024

<div> <p><span><span>Stenn is one of the leading FinTechs in Europe and a category leader<span><span> in the verticals and markets it operates in <span><span>Founded in 2015 Stenns purpose is to connect international SMEs to the global financial system helping to bridge a reported $36 trillion USD financing gap through a fast simple online platform To date Stenn has enabled over $18 billion USD of finance to SMEs in 3 verticals and 4 markets with capital provided by several bluechip banks and institutional fund managers across the globe <span><span><p> <p><span>Rapid expansion continues at Stenn as underserved SMEs seek financing solutions to manage significant macroeconomic and supply chain disruption and this follows our $50 million Series A fundraise in 2022 valuing Stenn at $900 million<span><p> <p><span>Our HQ is in London with employees across the globe including the USA Europe and China We are made up of diverse highly skilled professionals who work in an innovative way to develop and drive our business further Our people are empowered to work autonomously through a trusting leadership style which encourages learning<span><p> <div> <p>Stenn are looking for a Senior KYC Analyst Could this be you<p> <p><br ><p><p><strong>You probably want to know whats involved<strong><p> <p><br ><p><p>This role is a newly exciting opportunity to join our experienced Compliance team as a Senior KYC Analyst In this role you will be performing CDD and EDD on potential business relationships around the world in particular in the United States The position will focus on the execution of standard processes as well as ad hoc and projectbased tasks that often come up with in a dynamic and rapidly scaling organisation<p> <p><br ><p><p>You will be responsible for<p> <ul><li>Carrying out KYC and KYB checks determining the risk category of customers<li> <li>Review oversight and continuous improvement of all first line KYC controls and processes<li> <li>Daily monitoring including managing AMLCTF and customer screening PEPs sanctions adverse media<li> <li>Provide recommendations on what additional analysis we can provide to the business and how we can improve existing processes<li> <ul><p><br ><p><p><strong>How do you know if you are the right candidate<strong><p> <p><br ><p><p>You will have at least 4 years of experience in financial crime covering onboardingdue diligence of business customers strong experience and knowledge of KYC and KYB processes and be an analytical curious strategic thinker Ideally you will have indepth knowledge of the Bank Secrecy Act USA Patriot Act and the American KYB landscape and have a genuine interest in FinTechs and the RegTech space<p> <div> <p>We appreciate the support recruitment agencies can provide however our inhouse team do not require any 3rd party assistance at this time <p> <p>At Stenn we believe that every team member deserves to feel like they belong We foster a culture of inclusivity respect and collaboration where everyones unique perspectives are valued Join us and be part of a team where you can thrive and grow both professionally and personally<br ><p> <p><br ><p><div>

Technical Support Engineer II

Company: Smarsh

Location: Atlanta, GA

Posted Feb 27, 2024

<p><b>Who are we<b><p> <p><br ><p> <p>Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester and our sustained aggressive growth has landed Smarsh in the annual Inc 5000 list of fastestgrowing American companies since 2008<p> <p><br ><p> <p><b>Summary<b><p> <p><br ><p> <p>Experienced level Technical Support Engineering role providing industrybest service to customers and partners using Smarsh products and services Focus to ensure timely response and rapid resolution of inbound requests or escalations Support delivery spans all assisted and digital support channels<p> <p><b>How will you contribute<b> <p><ul><li>Frontline support role for Enterprise products or Backline support role for Saashosted solutions or Enterprise products<li> <li>Works on assignments that are complex in nature where independent action and high degree of initiative are required in resolving problems and developing solutions Independently identifies the root cause of software or system issues and uses system analysis and testing techniques to solve problems with minimal assistance Routinely develops reproducible testcases<li> <li>Adhere to SLAs for support coverage to ensure initial response and timely resolution for customer cases via phone web and community<li> <li>Actively diagnose troubleshoot and resolve customer issues Escalate cases as required based on customer business impact<li> <li>Develop broad expertise for multiple assigned products to maximize first contact resolution<li> <li>Build deep expertise as SME SubjectMatterExpert for assigned focused technologies or products as point of escalation for frontline or backline teams May be assigned to specialized teams or projects to leverage knowledge<li> <li>Focus on delivery of quality service to customers and partners to drive high levels of customer satisfaction and longterm loyalty<li> <li>Effectively manage cases to ensure timely customer status updates and ultimate resolution<li> <li>May require handling critical accounts customer escalations and 3rd party support coordination to resolve issues<li> <li>Log and track cases using Salesforce maintaining detailed documentation of all interactions and statuses throughout lifecycle of issue<li> <li>Frequently engage with SRE and Engineering teams to drive resolution of issues handling all customerfacing communications to set clear expectations through closure<li> <li>Capture reuse and share knowledge using KCS KnowledgeCentered Service practices as Contributor or Publisher May include KCS Coach role or Knowledge Domain Expert KDE responsibilities for online content and product or process feedback across company<li> <li>Promote adoption and success of customers and partners using selfservice offerings including knowledgebase community and training resources<li> <li>Lead the identification and implementation of shift left changes to increase resolution rate and accelerate time to resolution<li> <li>May participate in readiness planning and activities related to prerelease or new product introduction preparation for the support team<li> <li>Advocate for product policy and process improvements that improve the customer experience<li> <li>May be assigned as Designated Support Engineer or Business Critical Support resource to specific accounts for premium offerings<li> <li>Follow required polices and processes to maintain compliance with information security and data protection requirements<li> <li>Collaborate closely with crossfunctional teams to resolve issues and fulfill customer needs<li> <li>Other duties as assigned<li> <ul><p><b>Required technical skills<b> <p><ul><li>Strong troubleshooting skills at the network layer<li> <li>Basic MSSQL syntax and connection troubleshooting skills<li> <li>SaaSCloud application support experience<li> <li>Some PhoneMobile application support AndroidiOS support experience is desirable<li> <li>Some onpremise support experience highly preferred<li> <li>Experience with support tools like Postman Command line functions Powershell scripting and Excel ability to usecreate macros and formulae<li> <ul><p><b>What will you bring<b> <p><ul><li>College degree in technical related field or industrycareer equivalent experience<li> <li>Minimum of 3 years in a support delivery role or 6 plus years industrycareer equivalent experience<li> <li>Passion for helping customers succeed<li> <li>Deep IT networking database or SaaSCloud application support experience Onpremise support experience highly desirable<li> <li>Industry certifications in Windows Linux RDBMS AWS are highly desirable<li> <li>Excellent verbal written and interpersonal communication skills<li> <li>Expert level diagnosis and problemsolving abilities<li> <li>Time management and critical thinking skills<li> <li>Proficient in using CRM business systems Microsoft business applications JIRAConfluence and related platforms<li> <ul><p> <p><p><b>About our culture<b><p> <p><br ><p> <p>Smarsh hires lifelong learners with a passion for innovating with purpose humility and humor Collaboration is at the heart of everything we do We work closely with the most popular communications platforms and the worlds leading cloud infrastructure platforms We use the latest in AIML technology to help our customers break new ground at scale We are a global organization that values diversity and we believe that providing opportunities for everyone to be their authentic self is key to our success Smarsh leadership culture and commitment to developing our people have all garnered Comparablycom Best Places to Work Awards Come join us and find out what the best work of your career looks like<p> <p><p>

Customer Success Manager

Company: Kaleris

Location: Atlanta, GA

Posted Feb 27, 2024

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Where needed, liaise between the customer and internal stakeholders (commercial, product management, finance, services, and support) Role will carry: a sales quota associated with delivering added value through extended use of the applications (additional license options, incremental automation infrastructure, consulting services, training services etc.) *We do not accept unsolicited external resumes from outside, third-party sources* an incremental CSAT / NPS target associated with designated accounts Requirements Bachelor's degree in business or a related field preferred 3 years of Account Management and related experience Proven ability to solve problems creatively Experience seeing projects through the full life cycle Excellent analytical skills Strong interpersonal skills and extremely resourceful Proven ability to complete projects according to outlined scope, budget, and timeline Operational Logistics (including yard management, warehouse management or transport management) AND / OR software vendor experience (YMS, TMS, WMS) is preferred but not essential Nice-To-Haves Fluency in multiple languages Experience with related systems such as transportation management, warehouse management, automation, RFID technology Knowledge of networking technologies or cloud-based enterprise solutions Benefits &amp; Compensation Competitive compensation package Full benefits package (medical, dental, vision) with option for HSA FSA and DCFSA Pet insurance Paid Time Off (FlexPTO, parental leave, volunteering time off) 401K (with employer match) Life/AD&amp;D (paid for by Kaleris) Disability (LTD and STD plan paid for by Kaleris) Employee Assistance Program Career growth and mentorship The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned from time to time or the scope of the position may change necessary to business demands. We are an equal-opportunity employer and value diversity at Kaleris. The Customer Success Manager must be passionate about Kaleris’ success and our customers’ success. The role will be responsible for and challenged to direct a variety of programs within Kaleris Global Technical Support organization to include the following: Responsibilities Engage with assigned customers Develop an in-depth understanding of the customers software environment Implement and document action plans to address open issues and resolve timely Set up ongoing contact with customer including but not limited to QBR’s Schedule conference calls Update customer contact list Customer Success Best Practices: Drive initiatives within the Support group to capitalize on industry best practices, adopting them to our unique business and industry. This position is highly visible and requires a high-energy, positive individual who thrives on providing service excellence to every customer. We are a global leader in the supply chain execution market, focused on accelerating the transformation of digital supply chain for industrial and finished goods shippers and carriers by combining best-in-class solutions for challenges tied to yard management, shipment visibility, and asset management, across rail, truck, and multi-mode transportation. We’re looking for a forward-thinking Customer Success Manager that will be responsible for all aspects of customer care for the customers and will work closely with other members of the Kaleris team, including sales, support, and operations to provide cross-functional leadership in Kaleris on behalf of the client base.

Frequently Asked Questions

What are the typical salary ranges for Loan Assistance roles by seniority?
Entry‑level Loan Processors and Assistants typically earn $45,000–$65,000 annually, mid‑level professionals with 3–5 years of experience command $65,000–$90,000, and senior Underwriters or Loan Officers with 7–10 years of experience can command $90,000–$120,000, depending on region and company size.
What skills and certifications are required for a career in Loan Assistance?
Core skills include proficiency with loan origination systems (LOS) such as Ellie Mae Encompass or Calyx, understanding of FICO score calculations, strong Excel and SQL knowledge, and customer‑service acumen. Certifications like the Nationwide Mortgage Licensing System (NMLS), Certified Loan Officer (CLO), or Certified Mortgage Consultant (CMC) are highly valued and often required for underwriting or loan officer tracks.
Is remote work available for Loan Assistance positions?
Many Loan Assistance roles are fully remote or hybrid. Companies deploy cloud‑based LOS, secure VPNs, and collaboration tools (Zoom, Microsoft Teams, Slack) to enable remote document review, underwriting, and client communication while maintaining compliance with data‑privacy regulations.
What career progression paths exist within Loan Assistance?
Typical progression starts as a Loan Processor, moves to Senior Processor or Underwriter, then to Loan Officer or Compliance Analyst, and can advance to Risk Manager, Operations Manager, or Chief Risk Officer. Continuous skill development and certifications accelerate upward mobility.
What industry trends are shaping the future of Loan Assistance?
Key trends include AI‑driven underwriting that reduces manual review time, blockchain‑enabled title and escrow processing, ESG‑focused lending criteria, and a shift toward subscription‑based mortgage services. Automation of routine tasks is increasing, making data‑analytics skills more critical for future Loan Assistance professionals.

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