Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email
Complete outbound calling campaigns to help clients move forward with their loan request
Identify client needs and help clients use specific site features
Identify trends impacting agent and client experience and communicate issues to Client Success Management
Have the opportunity to share your thoughts, opinions, and insights with leadership
Assist other team members with questions/issues they may have through internal team communication
Perform other outlined projects, initiatives, and responsibilities as assigned by your supervisor

A Bachelor’s degree (preferred, but experience may be considered in place of a degree)
1-3 years of customer service experience, ideally in a high-volume call center environment
Experience using CRM tools, like Salesforce (preferred)
Highly proficient in basic computer software and navigation; including SaaS applications

Client Success Specialist

Key skills