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Allocore

SaaS platform for real estate loans

Product Operations Associate

Customer SupportPosted on Nov 10
Full-timeMechanicsburg, PA, USANo salary listedHybrid

About the Job

Requirements

  • U.S. citizenship is required, and the candidate must be eligible to obtain and maintain a Public Trust clearance.
  • The candidate must be located within commuting distance of the Mechanicsburg, Pennsylvania office.
  • The position requires on-site work five days per week during the first 60 days; afterward, a hybrid schedule may be available based on performance and business needs.
  • The candidate must be able to work a scheduled full-time shift within the 8:00 a.m. to 8:00 p.m. Eastern Time coverage window, with occasional schedule adjustments based on business needs.
  • A high school diploma or equivalent is required.
  • The candidate must have clear, professional verbal and written communication skills and strong listening skills, including the ability to ask appropriate follow-up questions.
  • The candidate must have strong attention to detail and be able to enter accurate information into multiple systems.
  • The candidate must be able to follow documented procedures consistently and recognize when a situation requires escalation or additional guidance.
  • The candidate must be able to manage multiple cases, priorities, and interactions while maintaining service quality and accurate records.
  • The candidate must be comfortable learning new software platforms, case-management tools, call-center systems, and operational processes.
  • The candidate must demonstrate dependability, professionalism, patience, and a customer-focused approach.
  • The candidate must be able to work in a call-center environment, including extended periods of computer and phone use.

Responsibilities

  • Answer inbound calls and respond to assigned cases, tickets, and support requests during the scheduled shift.
  • Use approved scripts, knowledge articles, standard operating procedures, decision trees, and service expectations to provide consistent support.
  • Ask clear questions, listen carefully, and gather the information needed to understand each user’s request or reported issue.
  • Provide routine guidance and troubleshooting for product navigation, account access, workflow questions, and other supported processes.
  • Create complete and accurate case records, including the request, relevant details, actions taken, disposition, and next steps.
  • Resolve routine questions during the initial interaction when possible.
  • Clearly communicate next steps when additional work or escalation is required.
  • Escalate technical issues, exceptions, complaints, sensitive matters, potential security or privacy concerns, and requests outside the role’s authority.
  • Transfer or route cases accurately and provide complete handoff information to the receiving team.
  • Follow up on assigned cases and maintain accurate status information through resolution or formal transfer.
  • Identify repeat questions, common user challenges, and potential process or product issues, and share observations with the supervisor or team.
  • Use case-management, telephony, productivity, and other company systems accurately.
  • Protect confidential, personal, client, and company information.
  • Participate in required training, coaching, quality reviews, team meetings, and continuous-improvement activities.
  • Maintain reliable attendance, punctuality, and availability throughout the scheduled shift.
  • Occasionally participate in releases, high-priority issue resolution, or critical program activities outside standard business hours.

Desired Qualifications

  • Six months to two years of experience in a call center, customer service, technical support, operations support, banking, lending, government services, or a related environment is preferred.
  • Additional education or relevant training is a plus.

About the Company

Allocore

SaaS platform for real estate loans

Allocore develops and implements SaaS platforms that manage the closing and funding processes for real estate secured loans across all 50 states, including government programs like PPP forgiveness and the Restaurant Revitalization Fund. Its software handles loan lifecycle tasks such as application intake, eligibility checks, document handling, funding orchestration, and compliance, driven by real-time data and supported by rapid deployment and ongoing advisory services. It differentiates itself through high-volume, government and large-enterprise deployments, end-to-end loan program modernization, fraud protection, and dedicated customer-team support. Its goal is to speed up loan and grant program throughput while reducing risk and manual effort for clients, enabling faster funding decisions and better program administration.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Crystal City, Virginia
Founded
2007

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