Experience and Skills:
Education and Experience
Required: Bachelor’s degree in business, economics, finance or
accounting, equivalent combination of education and experience.
Knowledge and experience in the customer service /invest mentor loan
industry. 2-3 years in a support role, including experience in an
office environment with heavy telephone customer service emphasis.
High proficiency in computer and internet technology. Experience in or
ability to learn basic accounting principles. Must currently hold or
be able to pass Series 63 Securities exam (within 90 days of hire
date). Preferred: Personal engagement with the Evangelical Covenant Church
- Personal and demonstrated Christian faith
- Mastery of Office 365, Microsoft and Windows application,
databases development and management, and web technologies.
- Detail oriented, strong organization, prioritization and
time-management skills are eminent.
- Excels in attention to detail with high level of accuracy in
preparation of financial transactions, written documents, reports
- Be a team player and ensure caring and quality customer service.
- Effectively communicates in written and verbal forms in person and
via communication mediums.
- Works well under pressure and is able to accomplish multiple
tasks, with conflicting priorities and timelines. Ability to track
and report progress on a wide range of tasks, simultaneously.
- Ability to respond to and deal with a range of ad hoc queries/requests.
- Capable of managing stress by accepting criticism, engaging in
conflict resolution, dealing calmly and effectively with high stress situations.
- Ability to operate with discretion and confidentiality at all
times, especially related to customer information
- Maintains flexibility in approach and adjusts actions when appropriate.
- Excellent management and people skills to embrace diversity of
schedules, backgrounds, formats, contexts, etc.
- Uses critical thinking skills, applying logic and reasoning to
identify the strengths and weaknesses of alternative solutions,
conclusions or approaches to address challenges.
- Self-starter, with ability to work independently.
Able to work well in professional office or virtual setting,
occasionally works evenings and weekends. Must be versatile and able
to work for prolonged segments sitting or standing. Must engage
frequently with office tools and equipment, such as: computer, copier,
phone, web-conferencing equipment, cell communication, printers,
calculators, scanners, etc. Must be able to occasionally lift or move
items, less than 35 lbs.