Financial CSR/Bank Teller/Loan Processor/Credit Risk (Remote in CA)

About the position

The Financial CSR/Bank Teller/Loan Processor/Credit Risk position at Mindsource, Inc. is a contract role focused on providing operational support and risk mitigation for banking products. The specialist will assist customers with inquiries, review applications, and documentation to ensure a smooth banking experience while managing risk effectively. This role requires a proactive approach to improving customer interactions and maintaining high service standards in a fast-paced environment.

Responsibilities
• Respond to inquiries via CRM tools through phone and email.
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• Complete daily cases utilizing standard operating procedures and analyze trends for program improvements.
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• Understand escalation paths to triage seller needs and mitigate risk.
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• Answer customer questions regarding business documents or current loan information.
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• Maintain or exceed established service level agreements for transaction resolution.
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• Identify, document, and follow up on product bugs and features.
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• Advocate for the seller community by identifying trends and suggesting policy improvements.
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• Participate in ongoing training to maintain knowledge of BSA/AML responsibilities.
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• Collaborate with team members through internal messaging tools and video conferencing.
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• Suggest improvements for Banking content on the Support Center and in macros.

Requirements
• 3 years of experience in the banking industry.
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• 2 years of experience in loan/credit processing.
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• 1 year of experience with CRM software.
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• Strong communication skills, both written and verbal.
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• Proficiency with technical tools such as Google and Microsoft Suite, Slack, and CRM software.

Nice-to-haves
• Interest in implementing feedback and improving skills.
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• Flexibility to adapt and collaborate on multiple assignments.
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• Analytic skills to identify trends and suggest improvements.
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• Desire to help achieve new milestones and enhance customer experience.

Benefits
• Health insurance
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• Dental insurance
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• Vision insurance
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• Life insurance

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