Customer Service Representative (Loans)

Prior banking and/or lending experience Associate or Bachelor’s degree preferred Experience with Salesforce or other CRM system / tech savvy Microsoft office and/or Google Suite proficient Ability to multi-task and manage changing priorities Strong communication skills: Excellent verbal and written communication abilities Problem-solving mindset: Proven ability to analyze issues and develop practical solutions Attention to detail: Keen eye for accuracy and thoroughness Customer-centric approach: Demonstrated commitment to providing exceptional service Team collaboration: Ability to work effectively both independently and as part of a team Adaptability: Capacity to quickly learn new systems, tools, and processes

Provide a world class customer experience Proactively respond to inbound customer inquiries via phone, email and web chat Assist with select outbound campaigns as needed Responsibly review and process application information, loan documents and other sensitive information Document customer interactions and feedback accurately in the company’s CRM system Share insights with management regarding enhancements/adjustments to improve overall company products, operations and policies Ensure timely follow-up and resolution of customer issues and concerns