Assumption Specialist

Reposted 6 Days Ago
Be an Early Applicant
Roseville, CA
In-Office
18-18 Hourly
Junior
Greentech • Financial Services
The Role
The Assumption Specialist processes assumption applications for solar loans and manages customer inquiries via phone and email, ensuring timely operations.
Summary Generated by Built In
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 GoodLeap’s 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. 

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

Required Skills, Knowledge and Abilities:

  • 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

Compensation: $17.75/hour

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one's 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!

Top Skills

Docusign
MS Office
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The Company
Irvine, CA
638 Employees
Year Founded: 2003

What We Do

GoodLeap is a sustainable home solutions marketplace. We provide 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.

Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more.

We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.

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