Payoff Specialist

January 15

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Logo of Orion First

Orion First

Orion First is a leading commercial servicer for lenders across the United States. The company provides comprehensive commercial loan and lease servicing, focusing on improved portfolio performance and customer satisfaction for small business lenders. Since 2001, Orion First has offered services such as commercial collections, master servicing, and backup servicing, utilizing advanced technology to ensure high transparency and operational efficiency. The company integrates seamlessly with clients' operations, providing real-time data and seamless operational support from booking to payoff. Orion First is committed to innovation, offering a scalable and sophisticated infrastructure to manage complex servicing tasks, enabling lenders to focus on growing their businesses.

Underwriting • Loan & Lease Servicing • Commercial Collections • small business finance • backup servicing

51 - 200 employees

Founded 2001

💸 Finance

💳 Fintech

🤝 B2B

📋 Description

Responsible for handling high volume loan and lease payoff requests. • Generating payoff statements and providing posting instructions to the accounting department. • Interfacing with the entirety of the Customer Service team. • Reviewing contract status, documents, and contract performance to ensure accurate payoff quotes. • Coordinating with internal legal and default management teams. • Identifying incoming payoffs and providing accurate posting instructions. • Prioritizing workflow for payoff related activities. • Recommending process changes to increase production and customer/client satisfaction. • Ensuring automated payoff processes meet requirements. • Managing Salesforce tasks and tickets for payoffs. • Identifying training needs and communicating them.

🎯 Requirements

Minimum 3 years in Customer Service/Finance, or another related field. • High school diploma or GED required. • Finance industry knowledge, specifically related to data integrity, process management and ability to interpret/compile amortization schedules. • Salesforce experience in tasks, tickets, and workflow is required. • Ability to analyze processes and information, identify problems and trends, and develop effective solutions.

🏖️ Benefits

Health Insurance • Dental Insurance • Vision Insurance • Time Off • Retirement • WFH Benefit • And More!

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