Customer Support Specialist
New
E
Evergreen Equity PartnersCommercial Finance
This position is open to candidates working remotely within the United StatesFull-TimeEntry
Salary not disclosed
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Job Details
- Experience
- 1 year
- Required Skills
- Organizational skillsMicrosoft Office SuiteCRMCustomer support
Requirements
- Minimum 1 year of experience in a customer service, client support, or front-office role.
- Experience working productively in a remote workspace or working independently with minimal physical oversight.
- Exceptional verbal and written communication skills with a clear, professional phone presence.
- Strong organizational skills and the ability to comfortably manage multiple client conversations simultaneously.
- Proficiency with modern workplace technology, including CRM platforms, cloud storage (Google Drive/Dropbox), and Microsoft Office Suite.
- High school diploma or equivalent; Associate’s or Bachelor’s degree is a plus.
Responsibilities
- Respond promptly and professionally to customer inquiries via phone, email, and chat.
- Schedule appointments and consultations.
- Educate prospective borrowers and brokers on our commercial lending programs, criteria, and general application process.
- Assist active clients with status updates regarding their ongoing commercial loan applications and document submissions.
- Maintain accurate records of customer interactions and transactions.
- Collaborate with the technical and operational teams to ensure customer satisfaction.
- Gather direct feedback from clients post-closing to help improve our overall funding journey and service delivery.
- Provide feedback on common customer concerns to help improve our services.
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