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Payoff Specialist - Remote

Posted 21 weeks ago
Customer Service
Full Time
Worldwide

Overview

This is a specialized role within the organization, responsible for handling high volume loan and lease payoff requests, generating payoff statements and providing posting instructions to the accounting department. This position will be interfacing with the entirety of the Customer Service team, from payoff request to calculation, delivery, and escalations if necessary.

In Short

  • Responsible for reviewing contract status, documents, and contract performance to ensure payoff quotes are calculated accurately.
  • Review all payoff letters for accuracy and completeness.
  • Coordinate with internal legal and default management teams.
  • Respond to questions regarding payoff amounts or requests.
  • Identify incoming payoffs and provide posting instructions.
  • Prioritize workflow to generate payoff activities within required timeframes.
  • Review and document “as is procedures” for all Payoff processes.
  • Recommend process changes to increase production and satisfaction.
  • Ensure automated payoff processes meet client requirements.
  • Manage Salesforce tasks and tickets related to payoffs.

Requirements

  • Minimum 3 years in Customer Service/Finance or related field.
  • High school diploma or GED required.
  • Finance industry knowledge related to data integrity and process management.
  • Salesforce experience required.
  • Ability to analyze processes and develop effective solutions.

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Time Off
  • Retirement
  • WFH Benefit
  • And More!
Orion First logo

Orion First

Orion First is a client-focused company dedicated to the growth and development of both its clients and employees. With a culture that emphasizes empowerment, leadership, and continuous learning, Orion First actively engages its team members in industry associations and councils to drive innovation and excellence. The company is committed to providing motivated individuals with opportunities to achieve their career goals while fostering a supportive environment that values hard work and persistence. Orion First offers competitive salaries and a comprehensive benefits package, including health, dental, and vision insurance, as well as work-from-home options.

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