Client Services Representative I (Bilingual-Spanish)

Marmon Holdings

Job Location:

Westlake, OH - USA

Monthly Salary: Not Disclosed

Posted on: 8 days ago

Vacancies: 1 Vacancy

Job Summary

United Consumer Financial Services Compa

As a part of the global industrial organization Marmon Holdingswhich is backed by Berkshire Hathawayyoull be doing things that matter leading at every level and winning a better way. Were committed to making a positive impact on the world providing you with diverse learning and working opportunities and fostering a culture where everyones empowered to be their best.

The primary responsibility of a Client Services Representative (Levels 1 -3) is to provide a high level of customer service to our merchants and consumers. As a Representative of UCFS your focus will be supporting transactions from application submission to loan contract verification and finally funding or cancellation. Representative must be able to assist all inbound or outbound consumer or merchant interactions respectfully and quickly by providing direct assistance as defined below or route call to appropriate Service Level Representative or other department.

CLIENT SERVICES REPRESENTATIVE LEVEL 1 (All Levels)

Application Support:

Accurately and quickly enter and process consumers loan application information from inbound calls generated by Clients Sales Representatives (Merchants Distributors Call Centers or Store Sales personnel).
Provide Clients with auto generated decision responses regarding application from Underwriting (Approved or Declined) decision responses with confidence and clarity.
In the event the loan application requires a manual review and decision by Underwriting. Transfer call to Underwriting or as directed by CSR 2 or Supervisor.
Re-contact Clients as needed to aid with application or status of Underwriting decision.
Provide troubleshooting support for Clients using UCFS Application Portal.
Provide immediate escalation of issues that prevent you or Client from completing Application in a quick and efficient manner.

Loan Verification Support:

Accurately and quickly verify all the event there is an issue with agreement escalate to CSR-2 or Supervisor ASAP.
Proficient in indexing all inbound documents located in the document coordinator tile in System.
Accurately and quickly verify contract obligations with consumer (via in-bound or outbound call) by using various databases predefined scripts and document/update systems accordingly.
Identify any potential fraudulent situations and escalate Consumer and/or Client Sales issues with Application or Contract processing to a CSR-2 or Supervisor.
Ensure all Scheduled call backs to clients or merchants are completed as promised.
Follow communication procedures departmental policies and compliance requirements.

Maintain excellent internal communication within and among department(s).
Use feedback provided by others to improve performance.
All other duties as assigned.

Following receipt of a conditional offer of employment candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.

We are an equal opportunity employer and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process please email your request to and please be sure to include the title and the location of the position for which you are applying.

Required Experience:

Unclear Seniority

United Consumer Financial Services CompaAs a part of the global industrial organization Marmon Holdingswhich is backed by Berkshire Hathawayyoull be doing things that matter leading at every level and winning a better way. Were committed to making a positive impact on the world providing you with di...