Associate-Trans Processing
Associate-Trans Processing
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Respond to customer inquiries regarding loan products and application status through phone and email channels
- Guide potential borrowers through the loan application process explaining requirements and documentation needed
- Handle sensitive financial information with strict confidentiality and attention to detail
- Maintain accurate records of all customer interactions in our CRM system
- Escalate complex issues to appropriate departments while ensuring proper follow-up
- Identify and communicate trends in customer feedback to improve service delivery
- Data admin support by reading various documents and inputting information into our CRM and proprietary platform
Qualifications :
- High school diploma or equivalent; Associates degree preferred
- 2 years of customer service experience preferably in financial services
- Strong verbal and written communication skills
- Proficiency in Microsoft Office Suite and ability to learn proprietary software
- Detail-oriented with excellent problem-solving abilities
- Experience with CRM systems (Salesforce) and multi-line phone systems
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
