Loan Specialist - Personal Loans - Remote

Reprise Financial is on a mission to simplify the financial journey for our customers, making personal loans accessible and transparent. We leverage technology and a customer-first approach to provide fast, reliable personal loans of up to $25,000, ensuring our clients receive the support they need without hidden fees or complex terms. Our commitment to integrity and clarity allows us to foster trust and empower individuals to take control of their finances.

At Reprise Financial, we foster a workplace built on innovation, collaboration, and kindness. Our mission to simplify the financial journey for our customers inspires us to exceed expectations and make a meaningful impact.

We provide the tools, resources, and support for employees to thrive in a dynamic, customer-focused environment. Transparency, continuous improvement, and open communication drive our culture of trust and excellence, where new ideas are valued, and growth is encouraged.

Join Reprise Financial and be part of a team where your contributions are recognized, and you have the opportunity to innovate, grow, and make a positive difference.

About the role

As a Loan Specialist, you’ll play a dual role in both initiating customer relationships and ensuring smooth loan processing. You’ll proactively reach out to potential applicants, guide them through their loan options, and support them through the cycle of the funding process. This role is ideal for someone who enjoys both customer engagement and behind-the-scenes operational work.

Key Responsibilities

• Handle both outbound and inbound calls with prospective customers, clearly presenting all loan offers and helping them choose the most suitable option.

• Build rapport with customers and provide clear, empathetic guidance throughout the loan journey.

• Review and verify customer-submitted documents, including identity, income, employment, and insurance.

• Collaborate with internal teams to ensure timely and accurate loan funding.

• Identify and escalate potential fraud or compliance issues when necessary.

• Maintain accurate records and notes in internal systems to ensure transparency and continuity.

• Contribute to process improvements by sharing insights and feedback from customer interactions.

Skills, Knowledge, and Expertise

• 2+ years of combined experience in personal lending and loan processing or verification.

• Comfortable making a high volume of outbound calls and engaging with customers.

• Strong attention to detail and ability to manage multiple tasks in a fast-paced environment is essential.

• Familiarity with consumer lending, credit reports, or financial documentation is required.

• Bilingual (English/Spanish) is a bonus but not required.

• Comfortable working across multiple software tools and adapting quickly to new technologies.

Location

This position is fully remote, allowing you to work from anywhere that suits you best! While you primarily work from home, you are always welcome to visit our office in Irving, TX, whenever you choose. We encourage our remote team members to stay connected through regular virtual meetings and team events. All team members must reside in one of our approved locations by their start date, ensuring you remain part of our collaborative community.

Compensation

For this role our salary range is $20 to $22 per hour, depending on relevant experience. This role will also be eligible to receive a variable annual bonus based on both company and individual performance.

Benefits That Support Your Success

• Stay Healthy & Happy: Comprehensive medical, dental, and vision coverage, contributions to a Health Savings Account (HSA), and access to an Employee Assistance Program (EAP) to support your mental health and overall well-being.

• Secure Your Future: Plan ahead with our 401(k) program, featuring a Safe Harbor Match (100% of the first 3% and 50% of the next 2%).

• Time That Works for You: Recharge with accrued time off, company holidays, sick time, and 3 floating holidays—perfect for celebrating your birthday, your dog’s birthday, or just a random Tuesday!

• Support for Growing Families: Our 12-week Paid Parental Leave ensures you have the time and support to focus on your family during life’s biggest moments.

• Competitive Rewards: Market-driven salary and bonus opportunities ensure your hard work is recognized and rewarded.

• Tools for Success: Stay connected and productive with a robust tech package designed to help you deliver your best every day.

Our Core Values

• Pursue Excellence: We strive for the highest quality, ensuring our tools and services truly aid in our customers’ success.

• Make a Meaningful Impact: We focus on delivering outcomes that genuinely improve financial well-being.

• Commit to Innovation: Our innovative approach keeps us at the forefront of providing effective financial tools.

• Champion the Customer: We prioritize our customers' financial goals, tailoring our tools to meet their unique needs.

• Collaborate with Purpose: Our teamwork drives us to develop superior solutions that empower customers.

• Lead with Kindness: Respect and empathy are central to our operations, creating a supportive environment for success.

Equal Employment Opportunity Employer

At Reprise Financial, we are dedicated to fostering an inclusive community where every individual is valued. We are an Equal Employment Opportunity employer—ensuring that all qualified applicants and employees receive consideration for employment without regard to age, race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.

We believe that diversity strengthens our organization and drives innovation, and we are committed to creating a workplace that reflects the rich variety of our communities.