Skip to Main Content
← Back to Jobs

Customer Service Representative

PeopleFund Dallas, TX
  • Posted: over a month ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

PeopleFund seeks a dynamic and energetic individual to work with our Loan Officers in the preparation of loan packages while providing exceptional customer service to prospects, clients and partner. PeopleFund is a non-profit community lender and business education provider. This position reports to our Regional Lending Manager.

Duties and Responsibilities:

  • Assist loan applicants from application to closing by phone, in person, online, and email.
  • Maintain loan application database MMS.
  • Regularly update and maintain loan production pipeline.
  • Maintain and track program specific goals and initiatives, including community impact.
  • Assist with SBA loan processing.
  • Verifies accurate records are maintained in customer files.
  • Gather required loan documents from clients and partners.
  • Attend and participate in lending events and outreach activities in support of PeopleFund’s mission.
  • All other duties as assigned.

Preferred Skills:

  • Outgoing and professional personality.
  • Experience in customer service.
  • Experience in loan processing, accounting, and reading financials preferred.
  • Able to multitask and handle competing demands.
  • Enthusiasm for organization and a tidy work environment.
  • Excellent written and oral communications skills.
  • Software Proficiency: Microsoft Office Professional and Email.
  • Spanish language a plus.

PeopleFund

Why Work Here?

Amazing mission, collaborative work environment, great facility, professional growth

PeopleFund is a nonprofit community lender based out of Austin serving the entire state of Texas. We provide access to capital and education for small businesses facing social and economic challenges. We focus on women, veterans, minorities, and businesses in low income areas. We inspire, educate, fund, and elevate underserved entrepreneurs on the path to prosperity and the American Dream. We have an amazing team of financial and business experts that walk hand in hand with clients so they can build their credit, create jobs, and provide the goods and services vital to thriving local economies.

Address

Dallas, TX
USA

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.