Sales Assistant

Posted 4 Days Ago
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Irvine, CA, USA
In-Office
Junior
Fintech • Financial Services
The Role
Provide customer-focused support to the sales team by responding to inquiries, processing applications, troubleshooting technical issues, coordinating with IT and other departments, maintaining records of requests and resolutions, and recommending process improvements to ensure timely document delivery and superior service.
Summary Generated by Built In
Symple  Lending,  an innovative fintech company that is at the forefront of transforming the lending industry by empowering customers on their journey to financial freedom.  Our commitment lies in providing seamless and efficient lending solutions to our customers.
As a Sales Assistant (AKA Enrollment Specialist), you will play a vital part in supporting daily operations by managing administrative tasks and ensuring the timely and accurate processing of applications. 
What You’ll be Doing:
  • Monitor and respond promptly to inquiries via Slack chat to address issues raised by the sales team.
  • Assist with converting files and ensure successful document delivery by communicating with current and potential clients via phone, SMS, and email communication.
  • Provide exceptional customer service via chat and phone to resolve problems related to phones, files, or backend systems.
  • Coordinate with IT, affiliates, and other departments to troubleshoot and resolve issues efficiently.
  • Maintain accurate records of support requests and resolutions to ensure seamless communication and follow-up.
  • Collaborate with sales agents to identify recurring issues and recommend process improvements.
  • Ensure all support requests are handled professionally, promptly, and with a customer-first attitude. 
What You’ll Bring: 
  • Proven experience in a customer service role, with  a focus on chat and phone support.
  • Experience supporting a sales team, preferably in a fast-paced environment.
  • Strong troubleshooting skills and the ability to resolve technical issues effectively.
  • Experience in the debt settlement industry.
  • Bilingual (English and Spanish) preferred to support our diverse team and client base.
  • Excellent communication skills (verbal and written).
  • Ability to multitask, prioritize, and stay organized in a high-pressure environment.
  • Proficient in using Salesforce, Slack, CRM systems, and other collaboration tools. 
Why Work for Symple Lending: 
  • Competitive Salary 
  • Professional growth
  •  Health insurance 
  • Vision & dental insurance 
  • Paid time off
  • A collaborative and innovative work environment. 
  • Opportunities for professional growth and development.

Skills Required

  • Proven experience in a customer service role with chat and phone support
  • Experience supporting a sales team in a fast-paced environment
  • Strong troubleshooting skills and ability to resolve technical issues
  • Experience in the debt settlement industry
  • Bilingual (English and Spanish)
  • Excellent verbal and written communication skills
  • Ability to multitask, prioritize, and stay organized under pressure
  • Proficient in using Salesforce, Slack, CRM systems, and collaboration tools
Am I A Good Fit?
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The Company
109 Employees
Year Founded: 2021

What We Do

Symple Lending is an innovative fintech company that delivers sustainable solutions to consumers at various milestones in their lives. They provide fast, flexible personal and consolidation loans designed to simplify finances and support individuals through unexpected moments, emphasizing a streamlined process with fast approvals and a focus on helping customers achieve financial freedom.

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