Assumption Specialist
Posted on 1/31/2024
INACTIVE
Goodleap

501-1,000 employees

Sustainable home upgrades financing and marketplace
Company Overview
GoodLeap is a leader in the sustainable home solutions marketplace, providing a unique platform that offers a diverse range of eco-friendly products and services, from solar panels to energy-efficient windows. The company's culture is deeply rooted in environmental stewardship and fostering lasting relationships with partners and customers, which is reflected in their commitment to delivering cutting-edge technology that promotes sustainable living. Their competitive advantage lies in their proprietary point-of-sale technology that simplifies the purchasing process, offering flexible payment options that make sustainable home upgrades more accessible and affordable for millions of homeowners.
Consumer Goods

Company Stage

Private

Total Funding

$1.6B

Founded

2003

Headquarters

Roseville, California

Growth & Insights
Headcount

6 month growth

8%

1 year growth

17%

2 year growth

37%
Locations
Bentonville, AR, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Customer Service
CategoriesNew
Customer Success & Support
Requirements
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Ability to identify and resolve/escalate problems
  • Excellent interpersonal, verbal, and written communication skills
  • General understanding of the mortgage and consumer finance industry a plus
  • Prior work experience in customer service positions is preferred
  • Proficient computer skills, especially Microsoft Office applications
Responsibilities
  • Receive assumption request applications and prepare preliminary paperwork
  • Prepare correspondence using templates to request missing documents and confirm receipt of information
  • Create new Loan Assumption Agreements and manage the execution of the Agreements using DocuSign
  • Follow through with closing procedures to ensure timely activation of new loan
  • Answer Assumptions emails utilizing group email ticketing system
  • Answer incoming customer calls and assist them with their needs