Lendtable

Financial Support Agent

Chatham, England, United Kingdom

Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

Requirements

Candidates should possess strong communication skills and experience in customer service, particularly in handling financial queries. A background in finance or related fields is preferred, along with the ability to work in a hybrid environment and adapt to changing processes.

Responsibilities

The Financial Support Agent will interact with customers to understand their financial circumstances and provide suitable solutions. They will ensure high-quality customer interactions, adhere to processes and policies, identify opportunities for improvement, and support operational performance to meet defined targets.

Skills

Customer Service
Communication
Problem-Solving
Quality Assurance
Risk Identification
Process Improvement
Policy Adherence

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.

Key Metrics

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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