Borrower Success Specialist

Role overview A quota-carrying specialist role focused on helping borrowers complete and fund larger financing applications within a consumer lending platform. The position involves owning a portfolio of applications, working directly with borrowers to overcome barriers, and using judgment to prioritize outreach and follow-up approaches that move applications toward funding.

Responsibilities - Own a portfolio of borrower applications and prioritize time based on loan amount, funnel stage, time stalled, borrower circumstances, and conversion likelihood. - Review individual borrower situations to identify barriers and determine next steps within established lending policies. - Contact borrowers by phone, email, and voicemail, adapting approach based on each borrower's situation and stage. - Determine appropriate outreach and follow-up cadence rather than relying solely on prescribed scripts. - Explain next steps and help borrowers navigate application barriers with an accurate, compliant experience. - Handle borrower questions and objections with empathy, sound judgment, and appropriate urgency. - Identify recurring patterns, share feedback with internal teams, and help refine conversion approaches for higher loan amounts.

Requirements - Bachelor's degree in business administration, marketing, communications, or related field. - 2+ years of experience in consumer lending, inside sales, financial services, customer-facing growth, or home services. - Comfort with high-volume outbound communication and a proactive, growth-oriented mindset. - Strong ability to build trust, handle objections, and motivate action. - Sound judgment to assess situations and determine next steps without prescribed responses for every scenario. - Curiosity and ability to recognize recurring themes across customer conversations. - Empathy and judgment in financially sensitive conversations. - Experience using Salesforce or another CRM. - Comfort working toward individual goals in a regulated environment.

Benefits and work setup - Base salary range of $55,000 to $62,000 plus annual target variable compensation of $20,000 to $25,000 tied to funded loans, along with equity and benefits. - Hiring process uses AI tools to assist with screening; human decision-making remains central.