Financial Services Representative (Hybrid)

  • Company: Jerry
  • Posted: 11/22/2022
  • Location: Buffalo, NY
  • Category: Customer Experience
  • Job Type: Full Time
  • Experience Level: 1+ Years


We’d love to hear from you if you like:

Start-up energy – come join one of the fastest-growing tech start-ups, according to Forge Buffalo and LinkedIn

Making an impact on your community – we save customers an average of $2,000 a year!

Working closely with serial entrepreneurs and strong leaders who have scaled companies like Amazon, Facebook, Alibaba, Robinhood, SoFi, Microsoft, etc.

Meritocracy – we promote based on performance, not tenure

About the role:

The average American household spends over $400/month on car loans. Jerry is putting money directly back in people’s pockets through refinancing, aiming to save customers $5K in the lifetime of the loan. We provide one of the fastest and most accurate loan offer and processing experiences anywhere on the market, striking a balanced partnership between innovative automation and strong agent support.

As a Financial Services Representative on our refinance team, you will be responding to inbound customers inquires and requests by text, phone and email. In this role, you will become a subject matter expert in the full spectrum of auto financing, able to seamlessly help customers navigate obstacles and simplify complex concepts.

How you’ll be helping our customers:

Answer customer inquiries and requests through text, phone and email

Review loan and title documents, lender specified document modification and preparation standards

Oversee all steps throughout the loan process and identify areas of improvement

Establish best practices and help define our SLA’s for task completion and overall time to complete a loan

You’d make a great fit if you have:

1+ years experience in a customer-facing role (prior loan-processing experience within the auto, mortgage or personal industries is a bonus!)

Strong attention to detail while maintaining a high sense of urgency

Ability to work in our Lockport, New York office a few days a week

Bonus points for being a Bills fan!

Taking care of our customers starts with taking care of you:

Competitive salary

Health insurance (medical, dental, vision)

PTO (17 days a year with up to 20 days rollover)


Stock Options

Employee Assistance Program

Full training, leadership development and growth opportunities

About Jerry:

Jerry is building the first Super App to save car owners time and money on all their car expenses. Drivers deserve better. That’s why we’re committed to making shopping for insurance, financing, maintenance, repairs, parking and more just a few clicks, texts, or swipes away.

Jerry is taking processes that haven’t substantively changed in decades and reimagining and redesigning them. Using artificial intelligence, machine learning and bots, Jerry eliminates the need for long forms and phone calls while providing personalized services for all car-owners’ needs.

Today, Jerry is the #1 rated and most downloaded app in its category and the fastest way to compare and buy car insurance. We have more than 2M customers and we are just getting started. Join our team of curious and passionate people who love tackling real-world problems and be a part of building a revolutionary product that’s disrupting a massive market.

Jerry was founded in 2017 by serial entrepreneurs and has raised more than $130 million in financing.

Join the Forge Buffalo Community

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