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Counterparty Management Credit Ops Associate

Geli provides software and business solutions to design, automate, and manage energy storage systems.

Position Overview

As Counterparty Management Credit Ops (Call Center) Associate, the associate will provide outstanding customer service, including but not limited to welcome calls, triage incoming calls, process transactional tasks, respond to daily inquiries from team members, and provide team leaders with project-based assistance. We are looking for a detail-oriented and organized operations associate who has an optimistic attitude, a willingness to help consumers/customers, patience, and can assist with operational tasks in a fast-changing start-up environment. This is a high visibility role in a fast-growing team with an opportunity to support and contribute to day-to-day operations of the business.

Responsibilities

Support EnFin's telephony lines with an emphasis on providing quality customer service/experience, conduct welcome calls, answer inbound calls, and triage calls when applicable, while maintaining organized record-keeping and documentation
Anticipate bottlenecks, provide management escalation, prioritize, and execute tasks to balance business needs vs. technical constraints, and ensure quality
Identify customer needs and assist with a friendly customer service focused style of communication
Handle ad hoc short-term projects that are often data-intensive and tight deadline
Maintain superior process and procedure knowledge and stay up to date on procedural updates as needed
Cancel loan applications as requested while adhering to our current team procedures
Effectively and accurately communicate relevant project information to project stakeholders

Qualifications

High school Diploma or equivalent
2-3 years of tangible work experience in an operations or administrative support role
Ability to demonstrate priority-driven thinking through excellent written and oral communication skills.
Skilled in negotiating, influencing others, analytical thinking, supporting team members, and executing and driving deliverable timelines.
Experience with CRM software (e.g. Salesforce) and basic computer skills (navigating file folders and file extensions)
Familiarity with Microsoft Excel (analyzing spreadsheets and charts), Outlook and Teams
Entrepreneurial mindset and demonstrated ability to thrive in a high-growth environment
Mission-focused team player

Preferred Qualifications

Experience in the fintech lending sector
Bachelor’s degree in Business administration, Economics, or related field
Demonstrate priority-driven thinking through excellent written and oral communication skills.

Physical, Mental, & Physical Demands

To comply with the Rehabilitation Act of 1973 the essential physical, mental and environmental requirements for this job are listed below. These are requirements normally expected to perform regular job duties. Incumbent must be able to successfully perform all of the functions of the job with or without reasonable accommodation.

Mobility

Standing: 20% of time

Sitting: 70% of time

Walking: 10% of time

Strength

Pulling: up to 10 Pounds

Pushing: up to 10 Pounds

Carrying: up to 10 Pounds

Lifting: up to 10 Pounds

Agility (F = Frequently, O = Occasionally, N = Never)

Turning: F

Twisting: F