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Careers at EightOrax Finance

Appointment Specialist — EightOrax Finance

Job Requirements

This is an entry-level position. On-the-job training and online training will help you learn the role. Previous sales or customer-service experience may be beneficial.

Successful candidates should understand basic loan concepts and be able to attend appointments when required. Familiarity with mortgages, credit cards, personal loans, refinancing, and business loans is a plus.

Supervisory and management opportunities may become available over time with EightOrax Finance, based on your performance and customer feedback.

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Job Duties and Tasks

Review applicant information, credit documentation, and property-related records as required by the role. Organize application documents and other relevant financial information for review by authorized lending partners.

Job Activities

  • Analyzing information and evaluating options to help address a problem.
  • Breaking information down into its parts to identify the underlying principles, reasons, or facts.
  • Working directly with members of the public and representing the company in person.
  • Collecting and reviewing information from relevant sources.
  • Building and maintaining professional working relationships.

Tools We Provide

  • Loan payment calculator for estimating monthly payments with the customer.
  • Reference materials explaining company procedures and customer information.
  • Real-time appointment information on your dashboard and CRM.
  • Appointments scheduled by our team, with the appropriate customer consent, and assigned to you when in-person meetings are required.
  • A clear view of what is pending on each application and the tasks still to be completed.
  • Online access to earnings information and payments for completed assignments, according to company policy.
  • Support with any specific needs you may have.
Skills needed

What Makes a Great
Appointment Specialist

Active Listening

Giving people your full attention, taking time to understand their points, asking the right questions, and not interrupting.

Time Management

Managing your own time, and helping others manage theirs, so appointments and follow-ups happen as scheduled.

Reading Comprehension

Understanding written sentences and paragraphs in application files and other work documents.

Communication

Explaining information clearly so customers can understand their options and make their own informed decisions.

Social Awareness

Noticing how others react, understanding why, and adjusting your approach accordingly.

Problem Solving

Identifying complex problems, reviewing related information, and putting a workable solution in place.

Judgment and Decision-Making

Weighing the costs and benefits of possible actions and choosing the most appropriate one.

Monitoring

Reviewing your own performance and that of others to make improvements or take corrective action.

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Start Your Career
with EightOrax Finance

EightOrax Finance is an equal opportunity employer.

EightOrax Finance