Customer Success and Loan Underwriting Specialist - Remote

Overview

Join Clasp as a Customer Success Associate, where you will play a crucial role in supporting customers through the loan application process and underwriting, ensuring exceptional service and compliance.

In Short

• Provide customer support via calls, email, and chat.
• Assist customers with loan applications and troubleshooting.
• Deliver personalized support with empathy.
• Handle escalated issues and ensure timely resolutions.
• Review loan applications and assess risk.
• Communicate loan decisions and ensure compliance.
• Collaborate with internal teams on underwriting issues.
• Experience with Financial Aid preferred but not required.
• Strong communication and analytical skills are essential.
• Flexible work environment with growth opportunities.

Requirements

• Experience with Financial Aid preferred.
• Strong communication skills.
• Customer-focused and empathetic.
• Able to handle a high volume of tasks.
• Basic technical skills and willingness to learn.
• Strong analytical skills with attention to detail.

Benefits

• Competitive cash and equity compensation.
• Health benefits (health, dental, & vision).
• 401k plan.
• Commuter benefits.
• Flexible PTO policy.
• Opportunities for growth in a fast-paced environment.