Support Specialist Finance

2+ years of prior experience in a customer support role, ideally at a fintech Experience with HubSpot or similar CRM/ticketing systems Comfortable handling both outbound and inbound customer calls and queries Excellent communication and writing skills Ability to engage with customers in any situation Highly organised, meticulous and able to work on multiple projects simultaneously

Handle simple loan-related queries Triage refund requests Meet SLA expectations for finance tickets Communicate refund timelines and updates with empathy Escalate sensitive or regulatory complaints Write clear responses for finance queries Understand financing flows and finance terms Navigate internal tools and follow documented processes Track refund requests end-to-end Recognise and escalate cases requiring FCA or compliance review Document refund actions accurately Flag discrepancies in processes