Lending Support Specialist

About BlueVine BlueVine is on a mission to empower small businesses with innovative banking designed for them.

Small businesses deserve accessible and modern financial services, and traditional banks have underserved them for too long.

By combining industry-leading technology and security with our team’s expertise and care, we help small businesses spend their time on what matters most-the next chapter of their business.

Since 2013, we’ve provided small and medium-sized businesses with access to more than $5.4 billion in financing.

As a top small business banking provider trusted by thousands of small business owners, we’re proud to offer a full suite of tailored banking services, including a business checking account, line of credit, and invoice factoring.

Headquartered in Redwood City, CA, and with offices in Salt Lake City, Jersey City, Tel Aviv, and Karmiel, we’re hiring problem solvers and collaborators to help build a better financial future for small business owners.

BlueVine is a financial technology company, not a bank.

ABOUT THE ROLE Our Customer Support team members are passionate about serving others, client-focused, and dedicated to helping small business owners succeed.

As a Customer Support team member at BlueVine, you will be an advocate for our clients.

In this role you will work closely with our developing support team to quickly and efficiently identify, solve, or properly direct our clients’ questions and concerns.

This role will primarily focus on supporting BlueVine’s Flex Line of Credit product.

Customer Support team members are responsible for assisting customers with Flex Line of Credit questions and concerns, navigating BlueVine products and website, and providing quick responses and resolutions to client requests.

This is not a fully remote role.

At BlueVine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment.

All of our offices will reopen in accordance with local guidelines, and will follow a hybrid model.

WHAT YOU’LL DO Resolve Small Business owners requests regarding BlueVine’s products via inbound call, outbound follow-ups, email, and or chat (average of 70-100 contacts per day) Ensure customer requests are resolved efficiently and effectively while addressing the customers’ short-term & long-term needs Leverage BlueVines innovative technology solutions and systems to process customers requests Meet or exceed performance expectations based key performance indicators like customer experience, effectiveness, and efficiency Identify, resolve, and or escalate risks that may impact the business Provide customer experience feedback along with recommended enhancements Review documents submitted by customers in order to extract information and provide status updates WHAT WE LOOK FOR 1-2 years of Customer Support experience including client facing experience Knowledge of the SBA Paycheck Protection Program a strong plus Banking and financial experience a strong plus High School diploma or GED Passion for helping people Ability to learn and work effectively in a virtual environment Critical thinker who loves to solve problems and recommend enhancements A quick thinker and a fast learner with the ability to work in a rapidly changing environment Ability to effectively manage difficult conversations Technology savvy individual who can adapt to rapidly changing tools and technologies Exhibits uncompromising integrity Excited about growing a career within a rapidly growing company Benefits and Perks: Over $1,000 annually for a wellness benefit of your choice Monthly WFH stipend PTO, Company Holiday, and Flexible Holidays Excellent health coverage and life insurance benefits Generous, paid parental leave covering up to 16 weeks 401K with an immediate 3% company match Access to financial coaches and education sessions Company-sponsored Mental Health Benefits, including 1:1 therapy Community-based volunteering opportunities Free commuter benefits
– Caltrain passes for San Francisco employees and a monthly parking allowance Weekly catered lunches and fully stocked kitchen pantries Quarterly DoorDash credit Dog-friendly HQ Read what candidates and employees have to say about us.

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