Customer Operations Executive (Auto Finance) at Lendtable

Kent, Washington, United States

Lendtable Logo
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Auto FinanceIndustries

Requirements

  • Vehicle finance experience (strong desirable)
  • Minimum 6 months Customer Service experience (preferable)
  • Motor experience (desirable)
  • Contact centre, financial services experience (desirable)
  • Working to targets (preferable but not essential)
  • Previous experience in a customer contact/facing role essential (or able to evidence competencies demonstrating capability if no prior experience)

Responsibilities

  • Undertake customer queries via telephony, email, and live chat
  • Ensure all customer contact is conducted to the highest standard with quality monitoring
  • Ensure process and policy adherence, highlighting processes needing enhancement to management
  • Interact directly with customers via voice/non-voice to achieve first-contact resolution
  • Support customers with interactions assessed against Lendable's quality assurance scorecard, delivering meaningful and tailored responses
  • Identify opportunities for product and process improvement
  • Escalate risks or potential risks impacting customer outcomes
  • Identify and record customer dissatisfaction, responding appropriately or escalating complaints per procedures
  • Support other areas within Operations to meet performance targets if required
  • Meet defined individual and team performance targets to deliver business and department objectives

Skills

Customer Service
Telephony
Email Support
Live Chat
Query Resolution

Lendtable

Provides credit lines for retirement contributions

About Lendtable

Lendtable helps employees increase their long-term wealth by providing lines of credit for retirement and employee stock purchase plans (ESPP). This service allows employees to contribute to their 401(k) plans or ESPPs without reducing their take-home pay, enabling them to take full advantage of employer matching contributions. The application process is straightforward, and Lendtable earns revenue through fees on the credit extended. The company's goal is to maximize retirement savings for employees of large corporations while keeping their monthly budgets intact.

San Francisco, CaliforniaHeadquarters
2020Year Founded
$22.5MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees

Risks

Rising interest rates may increase Lendtable's cost of capital.
Increased competition from fintech startups could erode Lendtable's market share.
Regulatory scrutiny on retirement-focused financial products could impact Lendtable.

Differentiation

Lendtable offers unique credit lines for 401(k) and ESPP contributions.
The company targets employees of Fortune 500 companies for its services.
Lendtable's model allows wealth-building without reducing take-home pay.

Upsides

Increased employer interest in financial wellness boosts demand for Lendtable's services.
SECURE 2.0 Act encourages higher retirement savings, benefiting Lendtable.
Growing ESPP offerings align with Lendtable's focus on stock purchase plans.

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