Assumption Specialist

GoodLeap

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profile Job Location:

Mexico City - Mexico

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions from solar panels and batteries to energy-efficient HVAC heat pumps roofing windows and more. Over 1 million homeowners have benefited from our simple fast and frictionless technology that makes the adoption of these products more affordable accessible and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeaps proprietary AI-powered applications and developer tools to drive more transparent customer communication deeper business intelligence and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit GivePower which is building and deploying life-saving water and clean electricity systems changing the lives of more than 1.6 million people across Africa Asia and South America.

The Assumption Specialist plays a critical role in the organization by performing a range of activities related to assumption operations. The role is responsible for processing assumptions applications for solar and battery loans when changes in property ownership occur. Additionally the role is responsible for handling incoming phone calls from the GoodLeap dedicated toll free line and emails by addressing customer questions and concerns. Bilingual Spanish/English required

Essential Job Duties and 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
    • Follows 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

Preferred Skills Knowledge and Abilities:

    • 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
    • General understanding of the mortgage and consumer finance industry a plus
    • Prior work experience in customer service positions is preferred
    • Proficient computer skills especially Microsoft Office applications
    • Bilingual Spanish/English required
Compensation: MXN $97.74/HR

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by ones supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities reassign or transfer job position or assign additional job responsibilities subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment perform the essential functions of the job or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career then we want to work with you! Apply today!
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience:

IC

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions from solar panels and batteries to energy-efficient HVAC heat pumps roofing windows and more. Over 1 million homeowners have benefited from our simple fast and frictionl...
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Key Skills

  • Sales Experience
  • Crane
  • Customer Service
  • Communication skills
  • Heavy Equipment Operation
  • Microsoft Word
  • Case Management
  • OSHA
  • Team Management
  • Catheterization
  • Microsoft Outlook Calendar
  • EHS

About Company

Company Logo

We are a sustainable home solutions marketplace. Providing simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money.

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