Work at SafeLend

Client Experience Representative - Mississauga, ON

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Safelend is part of privately-owned Canadian national financial services company with multiple lending portfolios. We manage the entire lifecycle of refinancing solutions. We aim to secure better financing terms on current loan. We aim to clarify financing options and offer guidance through the entire process.

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About the Role

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SafeLend Canada is looking for an ambitious and avid professional to help build and deliver a first-class loan refinance journey to our clients working cooperatively with our outstanding lenders and SafeLend Canada Team.

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This is a fast-paced and thrilling role that will focus on establishing initial contact with generated lead clients through multiple communication platforms via emails, SMS and phone. You will successfully implement an indelible client experience being the starting line of a rewarding refinance journey guiding our clients into the financial freedom they deserve and desire.

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How to bring your passion for success:

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You are a passionate customer advocate who is ambitious, empathetic, a good listener and pays attention to details. Your perspective to drive business growth exhibits professionalism while demonstrating patience and understanding guiding clients through every step of their refinance journey.

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You are the key component who will be responsible for end-to-end client experience from establishing the initial contact with clients to “closing the deal”. This is through building a trusting relationship to create a better educated and confident client loyalty.

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You must have the ability to communicate with each unique client openly and confidently, forming trust and peace of mind – putting all at ease with the process engaging everyone with your energetic and efficacious demeanor.

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You are someone who enjoys the thrill of “closing the deal” whose focus will be taking clients' submitted documentation and collaborating directly with our onboard lenders and their teams for the approval and completion of the closing stages on our clients’ refinance journey.

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What your day and week could look like:

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• Initiate contact with leads generated clients to introduce SafeLend Canada establishing interest and approval to set up the application process

• Educate and gather all required documentation for the SafeLend Canada team to submit on the client's behalf

• Organize and follow up daily communications via phone calls, SMS and emails referencing collected data utilizing your on-the-spot quick thinking and solution-oriented mindset

• Independently lead efforts to understand client behaviors and habits (Avatars) both qualitatively and quantitatively; using these insights to achieve and crush daily, weekly, monthly, and yearly individual and company set targets

• Collaborate and maintain open communications with management daily to discuss daily productivity, challenges and provide feedback

• Work cooperatively with the SafeLend Canada team to establish application submission, approval and delivery in a professionally efficient manner

• Initiate, build and maintain strong relationships with clients, lenders and colleagues – you are the “closer” to the deal – the bearer of good news – we want our clients to feel accomplished and rewarded for their application approval to create loyalty and help educate how to move forward financially with credit

 

Minimum Qualifications​

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• Have 1-3 years’ experience in phone sales, call center, customer service, motive industry, finance industry

• Self-driven, independent, goal mindset

• Flexible schedule throughout day/night – available when clients are ready, not the latter

• Extensive organizational skills for tracking, follow-up, applications, customer profile updating, etc.

• Superb verbal and written communication skills with demonstrated experience engaging and influencing clients on products and processes

• Computer Proficient – strongly prefer experience working with Excel, Dealertrack, CRM’s, CDP but not mandatory

• You have the ability to generalize both problems and solutions – you can solve problems quickly and think on your feet.

• You are fun, energetic, efficacious, and want to be a part of building something great for all Canadians in a fast-growing company

• Automotive and financial industry experience (non-prime front end client service) is nice to have

 

What you can expect from us

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Our Employee Experience is aimed at supporting and inspiring our talented team through:

• A passionate team dedicated to the support and empowerment of others.

• An environment where creative, innovative thinking is encouraged.

• Health and dental coverage for you and your family

• Time off to re-energize with a starting vacation entitlement of 15 days/year as well as 5 personal days/year.

 

Additional Information

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All interviews will be conducted virtually using Microsoft Teams.

To be considered for employment you will need to successfully pass a criminal background check, and validation of your work experience.

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Next Steps

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Adding to our team is one of the important steps that happens in our business. We’ve taken time to be purposeful and thoughtful with this job posting. Please take time to do the same with your application. Help us understand how you see your work experience as relatable to this job posting.

Safelend is an equal opportunity employer and values diversity. We are committed to building and evolving a team reflecting a variety of backgrounds, perspectives, and skills.

Thank you to all interested applicants. Only candidates who possess the experience, skills, and qualifications outlined above will be contacted for next steps in the hiring process.

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Expected Start Date:  2022-09-05

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Job Type:  Full-Time, permanent

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Benefits: 

• Health, Dental, AD&D, RSP, Hybrid Work, equipment will be provided

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Schedule:  Flexible throughout day/night

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Hiring Insights:  Hiring 3 candidates for this role

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"We at SafeLend Canada strive to look after our valued team as

we vow to treat everyone as one of our own family.”

 

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