Sales Origination Specialist

Location: US (Remote; MUST be located in NJ, NY, NC, SC, GA, FL, TX to apply)

Compensation: $21.00 per hour + commission 

What is Reach Financial?

Reach Financial is a Fintech platform helping people outsmart debt for good.

We are building innovative products and best-in-class support that enable our customers to take control of their debt and de-mystify their personal finances. Our products and tools empower our customers to turn their financial goals into a reality.

Reach Financial launched in 2015 and has helped our customers pay off over $1 billion in debt. We offer debt consolidation loans and personal loans; together, these markets represent a $1.5T opportunity. In time, we will expand beyond these products to offer solutions for a variety of our customers personal finance challenges.

We are a fast-growing and fast-paced FinTech startup with the stability of an established firm. You will have a front-row seat at a rapidly growing company innovating the FinTech industry.

About the Role:

As an Originations Specialist, you will be assisting prospective consumers who have applied directly or indirectly with Reach Financial to consult and guide them toward the best lending option. In this position, your main responsibilities are to make phone calls to warm leads who have inquired about information on the service and convert those warm leads into clients. Newly appointed recruits will have to attend and pass a training seminar that will prepare agents for success.

What You’ll Do:

• Review and consult the benefits of the loan product.
• Assist clients with the loan application. Address any questions/concerns and provide a detailed overview of the TILA.
• Support the Verification Team in collecting required documents to process clients’ applications.
• Communicate findings and process improvements to Co-Captains, Team Leads, Managers, etc.
• Consistently meet company sales standards provided by management and/or supervisor.
• Comply with all Reach Financial company policies.

What You Should Have:

• Undergraduate degree preferred in the following fields: finance, business management, communications, marketing, public relations, economics, accounting (business, communication or finance related fields)
• Exceptional written and verbal communication skills
• Proficient in MS Office
• Must be extremely reliable, dependable and responsible
• Excellent organizational and time management skills
• Strong interpersonal skills and ability to work with all levels of the organization
• Ability to juggle and prioritize multiple tasks and projects simultaneously and successfully
• Analytical and mathematical skills are necessary.

What is it like working at Reach Financial?

Our culture is built around advancing our teams, and we are dedicated to the success and growth of every team member. We believe in retaining a high-performing workforce and we prioritize diversity, intellectual curiosity, and continued learning. Our generous benefits packages reflect that.

We’ve been hard at work perfecting our product for years, and now we’re growing faster than ever before. Our strong foundation and company culture is readily equipped for this growth, and we believe that with the right people, our products will continue to help customers make real changes in their financial lives.

What benefits will you receive?

• Healthcare, Life Insurance, 401k Match
• Paid Time Off, Paid 12-week Parental Leave
• Disability (short-term, long-term), Employee Assistance Program
• Spending Accounts (Transit/Parking, Medical, Dependent Care)
• Insurance Discounts (home, auto, pet)

Reach Financial is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Reach Financial makes hiring decisions based solely on qualifications, merit, and business needs at the time.