Payoff Specialist (100% Remote, Financial Services)

OUR COMPANY

Committed to the growth of our clients, Orion First appreciates the importance of its own team development. Orion’s culture is built around empowering each employee to channel their drive and exercise his or her own judgment, care, and leadership. Our employees are continually leading our industry forward through active roles throughout the industry association's various councils and committees. We work hard to provide motivated and talented individuals an opportunity to achieve their career goals. We cultivate employees that express an earnest desire to learn and grow within the organization, filling new roles as they gain experience. We are always seeking to connect with driven individuals because we know our growth and success is the result of talented, focused, and persistent hard work.

YOUR BENEFITS

In addition to a salary that is competitive for both the industry and the region, Orion First offers the following benefits and perquisites:

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

JOB SUMMARY

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.

Reports directly to:

AVP, Customer Service

KEY RESPONSIBILITIES

• Responsible for reviewing contract status, documents, and contract performance to ensure payoff quotes are calculated accurately and protect the company’s financial interests.
• Responsible for reviewing all payoff letters provided for accuracy and completeness
• Responsible for coordinating with internal legal and default management teams to evaluate payoff requirements on default and delinquent contracts.
• Responsible for responding to questions and issues regarding payoff amounts or requests to clients and customers.
• Responsible for identifying incoming payoffs and providing accurate posting instructions to the accounting department.

• Responsible for prioritizing workflow to generate all payoff related activities within required timeframes and maintain appropriate service levels.
• Responsible to review and document “as is procedures” for all Payoff processes.
• Responsible for recommending any process changes that will increase production, customer/client satisfaction and eliminate workarounds.
• Responsible for ensuring that all automated payoff processes are working properly once implemented and meet client requirements.
• Responsible for identifying and ensuring new clients that are loaded have their procedures documented accurately for servicing.
• Management of all Salesforce tasks and tickets related to payoffs for accuracy, completeness, and timeliness.
• Identifies training needs and communicates them to Lead Payoff Specialist, AVP and VP of Customer Service
• Supports Orion’s Stars and Clients, as necessary.
• Uphold Orion’s Company Culture, Purpose, and Mission
• Must be able to work late from time to time and on Month End
• Work together with IT to analyze and improve systems and processes.
• Always supports Orion’s Team and clients.
• Other duties as assigned.

TRAVEL

• Potential to visit corporate headquarters as requested no more than quarterly.

REQUIRED QUALIFICATIONS

• Minimum 3 years in Customer Service/Finance, or another related field.
• High school diploma or GED required
• Finance industry knowledge, specifically related to data integrity, process management and ability to interpret/compile amortization schedules.
• Salesforce experience in tasks, tickets, and workflow is required
• Ability to analyze processes and information, identify problems and trends, and develop effective solutions.

PREFERRED QUALIFICATIONS

• Certified Leasing and Finance Professional (CLFP)
• Associate degree or bachelor’s degree in related field

Compensation$19-$21/hr (Eligible for bonus, max $500/mo)