Assumption Specialist at Goodleap

Mexico City, Mexico City, Mexico

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Renewable Energy, FinTechIndustries

Requirements

Bilingual Spanish/English required
0 - 2 years of experience
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve/escalate problems
Excellent interpersonal, verbal, and written communication skills
Proficient computer skills, especially Microsoft Office applications
Prior work experience in customer service positions preferred
General understanding of the mortgage and consumer finance industry a plus

Responsibilities

Receive assumption request applications and prepare preliminary paperwork
Prepare correspondence using templates to request missing documents and confirm receipt of information
Create new Loan Assumption Agreements and manage the execution of the Agreements using DocuSign
Follow through with closing procedures to ensure timely activation of new loan
Answer Assumptions emails utilizing group email ticketing system
Answer incoming customer calls and assist them with their needs
Handle incoming phone calls from the GoodLeap dedicated toll free line and emails by addressing customer questions and concerns
Additional responsibilities as assigned by supervisor or other managers

Skills

DocuSign

Bilingual Spanish/English

Customer Service

Loan Processing

Email Ticketing

Phone Support

Document Management

Loan Assumptions

Goodleap

Marketplace for sustainable home upgrades and financing

About Goodleap

GoodLeap provides a marketplace for sustainable home solutions, connecting homeowners with professionals who specialize in eco-friendly home improvements. Their platform simplifies the purchasing process by offering a single point of sale technology that allows users to explore various upgrade options and choose flexible payment plans that suit their budgets. Unlike many competitors, GoodLeap focuses specifically on sustainability and partners with over 18,000 professionals nationwide, ensuring a wide range of services and expertise. The company's goal is to help homeowners make environmentally conscious upgrades while saving money, and they also contribute to sustainable energy projects through their partnership with GivePower, donating a portion of their revenue with each transaction.

Roseville, CaliforniaHeadquarters

2003Year Founded

$778.2MTotal Funding

DEBTCompany Stage

Energy, Fintech, Social Impact, Consumer GoodsIndustries

1,001-5,000Employees

Benefits

Flexible Work Hours

Risks

Emerging fintech companies offering similar solutions could erode GoodLeap's market share.

Rising interest rates may reduce the affordability of GoodLeap's financing options.

Direct-to-consumer solar panel sales could threaten GoodLeap's traditional financing model.

Differentiation

GoodLeap offers a seamless point-of-sale platform for sustainable home upgrades.

The company partners with over 18,000 professionals nationwide for home improvement solutions.

GoodLeap supports GivePower, donating to sustainable energy projects with every transaction.

Upsides

GoodLeap closed a $470 million securitization backed by sustainable home improvement loans in 2023.

The company raised $800 million to expand in a $430-billion-per-year market.

Increased consumer interest in energy-efficient upgrades boosts demand for GoodLeap's financing options.

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