Operations Associate

Job Description

The Team:

The Operations team is the fastest growing team in the org and we're seeking Operations Associates to support our Onboarding organization. In this flexible role, you will support the operations of one or more of our core business verticals based on the needs of our business.

We're seeking an Operations Associate to join us on the ground level. Our Operations Associates will be an integral part of our Ops organization. The role requires excellent communication skills, strong analytical and problem-solving abilities and a passion for high-quality customer service.

How you'll make an impact

• Support various operational workflows related to loan processing.

• Manage and prioritize a personal pipeline of loan files, ensuring accuracy, completeness, and timely movement through the process.

• Review applicant-submitted information and documentation, identify gaps or inconsistencies, and follow up as needed.

• Maintain clear, detailed notes in systems such as Product and Salesforce to ensure visibility across the team.

• Collaborate with teammates across Pods, Quality, and Training to identify opportunities to improve workflows and borrower experience.

• Adapt to changing business needs by taking on new responsibilities and workflows as the team scales.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

Minimum Qualifications

• 1+ years of experience in loan processing or loan officer roles at a Financial Institution or Mortgage company directly supporting customers

• Proven experience handling difficult or complex customer communications both verbally and in writing, including the ability to generate succinct timelines and escalation details

• Experience reviewing various tax forms and schedules, financial statements, credit reports, and general lending concepts

• Strong understanding of the personal loan process, from application through closing

• High School Diploma or GED