- Respond to client inquiries via phone, email, chat, SMS, and ticketing systems in a supportive, professional manner.
- Resolve non-technical issues using PeopleJoy’s approved workflows, scripts, and templates.
- Analyze borrower needs to determine next steps, required documentation, or program-specific guidance.
- Collaborate with other CSRs to resolve complex or escalated cases.
- Surface workflow gaps or borrower friction points to the product and operations teams.
- Accurately document all interactions and case actions in PeopleJoy’s CRM and internal tools.
DocumentationProblem SolvingCRM+1 more