Customer Service & Administrative Specialist
New
T
TreantlyFinance and Administration
Philippines, ESTFull-TimeMiddle
Salary5 - 6 USD per hour
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Job Details
- Languages
- English
- Required Skills
- Customer serviceMicrosoft OfficeComplianceCRMGoogle Workspace
Requirements
- Previous experience in customer service, collections, administration, virtual assistance, or a related role
- Excellent verbal and written English communication skills
- Proficiency with Microsoft Office, Google Workspace, CRM platforms, and database management systems
- Strong organizational and time-management skills
- Ability to manage multiple priorities while meeting deadlines
- Professional demeanor and strong problem-solving abilities
- Ability to work independently with minimal supervision
- High level of discretion and confidentiality when handling customer information
- Current MS laptop/computer (No Apple)
- Experience working with North American customers (preferred)
- Experience in financing, lending, collections, contract administration, or compliance-related environments (preferred)
Responsibilities
- Provide professional customer service via phone, email, and other communication channels
- Assist customers with account inquiries, payment arrangements, and contract-related questions
- Conduct first-party collections activities on delinquent accounts while maintaining a professional and customer-focused approach
- Review customer agreements and supporting documentation for accuracy and completeness
- Verify that all required customer information has been submitted and properly documented
- Cross-reference contracts and supporting documents to ensure consistency and compliance
- Maintain accurate and up-to-date customer records within company databases and CRM systems
- Organize, categorize, and manage electronic documents for efficient retrieval
- Audit customer files throughout the application and onboarding process
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