Loan Servicing Associate

Inclined

1 day ago

Denver, CO

Hybrid

Full Time

Junior

0 applicants

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About this role

A Loan Servicing Associate at Inclined provides exceptional customer service, manages loan documentation and transactions, and supports compliance and risk mitigation efforts. The role involves interaction with clients and stakeholders across multiple channels, requiring strong communication skills and a focus on accuracy and compliance.

Skills

Qualifications

2-4 years of experience in a financial planning function

About Inclined

www.inclined.com

Industries

Finance

Inclined is a financial services company that specializes in providing innovative solutions for whole life insurance policyowners, specifically through the Inclined Line of Credit (iLOC). This product allows policyholders to conveniently access cash value from their whole life insurance policies, empowering them to manage their liquidity needs effectively. With a focus on accessibility, Inclined offers competitive rates and industry-leading customer service, aiming to simplify the borrowing process for both policyowners and financial advisors. The company is dedicated to improving the financial experiences of its clients by maximizing the utility of their life insurance assets.