OnDeck is hiring a

Client Services Representative

Denver, United States

OnDeck (ONDK) uses data aggregation and electronic payment technology to evaluate the financial health of small and medium sized businesses to efficiently deliver capital to a market underserved by banks. Through the OnDeck platform, millions of small businesses can obtain affordable loans. We are changing the way small businesses borrow money by combining our passion for Main Street with cutting-edge technology. We evaluate businesses based on their actual performance, not personal credit, and that’s enabled us to say “yes” more often and faster than traditional lenders.

OnDeck is seeking a Small Business Credit Advisor/Client Support Representative in our Denver, CO office to be a jack of all trades! This is a hybrid role, seamlessly transitioning between the Small Business Credit Advisor and our Customer Support team depending on need and workload.  As the Small Business Credit Advisor you will assist and counsel our customers with specialized concierge services by providing relevant research and guidance as they move through the Underwriting process. We are looking for someone with a deep understanding of the theories, principles, issues, techniques, and forms that are applicable to credit and financial counseling. When the role switches to our Customer Support Team you will provide solutions using phone, email, and LiveChat to assist our Sales team, Partners, Customers (loan holders), potential customers, Credit Analysts, Underwriting team, Closing team, and Finance teams.

Your actions and interventions impact the organization and the customer’s future interactions. This is a position within the company that impacts every department, a role in which they will learn about the entire operation and all products and services.

Department summary:

Can you handle any situation with confidence and grace? Have you been attracted to work experiences that expose you to diverse people and the inner workings of organizations? At OnDeck, we value people with those qualities and trust them to directly impact our customers, products and revenue. Join like-minded colleagues within our organization’s Customer Support Team and help shape the future of our company.

Our passion and mission in Operations is to provide small businesses and internal stakeholders with an amazing credit delivery and servicing experience. We work hard as a team to build and operate the most frictionless and scalable environment for small business credit delivery and service. We continuously invest in people, automation through technology, and efficiency through process optimization. Our team thrives on our culture – We are passionate about having fun, being open and empowering team members.

In this role as a Small Business Credit Advisor and Customer Support Representative, you will:

  • Advise our Loan Specialists, Customers, and members of our Funding Advisor Program so they can close more loans
  • Provide assistance and support to our customers as they work to fulfill our Closing conditions such as filing their business information with their local Secretary of State
  • Work with customers to research liens, judgments, and other derogatory items on their credit reports, applying available solutions, and following up on behalf of customers as needed with various agencies
  • Motivate and follow up with customers to see if they have completed action items for eligibility for funding
  • Handle multiple incoming requests through LiveChat, phone, and email and provide in-depth, knowledgeable answers
  • Identify and solve potential and current problems by analyzing information and data across multiple databases

Qualifications for success:

  • You have a Bachelor’s degree, and have excellent verbal and written communication skills
  • You have a positive attitude, are team oriented, social, and fun to work with
  • Feels empowered to help solve escalated issues. Works towards making a wrong a right
  • You are technically minded and love keeping up with the latest technology
  • You are flexible and adaptable to change
  • You are able to multitask at a very high level and maintain multiple deadlines
  • You have proficiency in Microsoft Outlook, Word, and Excel
  • Experience using Salesforce is a plus
  • Banking/finance experience is a plus; retail background may be acceptable

What we offer you:

  • An open-minded, collaborative workplace, which will both challenge you and celebrate your work.
  • A workplace full of bright, interesting, enthusiastic colleagues.
  • Medical/dental/vision insurance, 401k matching program, flex spending plan and life insurance.
  • Paid/flexible vacations and holidays.
  • If you’re sick just stay home and feel better.
  • Summer & Holiday outings with the entire office!
  • Happy hour every Wednesday.
  • Fully stocked kitchen with snacks and drinks

As part of our dedication to maintaining an inclusive and diverse workforce, OnDeck provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, OnDeck complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 

OnDeck expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnDeck’s employees to perform their job duties may result in discipline up to and including discharge.

**No external recruiters or agents, please.**