Assist customers with inquiries, account navigation, payments, and account changes via phone or email.
Provide exceptional customer service by actively listening to customer concerns and addressing them promptly and accurately.
Utilize critical thinking and problem-solving skills to resolve customer issues and inquiries effectively.
Multitask efficiently and adapt to changing priorities in a fast-paced environment.
Perform data entry tasks accurately and efficiently to update customer information and account details.
Follow instructions and company policies diligently to ensure compliance and consistency in customer interactions.
Manage time effectively to meet service level agreements and maintain high-quality customer support.
Collaborate with team members and other departments to resolve complex customer issues and improve processes.
Drive company goals and objectives in every customer interaction.

Excellent listening and understanding skills to comprehend customer needs and concerns.
Outstanding verbal and written communication skills to effectively communicate with customers and colleagues.
Strong critical thinking and problem-solving abilities to address customer inquiries and resolve issues promptly.
Ability to multitask and adapt to changing priorities in a fast-paced environment.
Proficient data entry skills with high accuracy and attention to detail.
Excellent time management skills to prioritize tasks and meet deadlines.
Experience with Talkdesk, GDS, LoanPro, Zendesk, Microsoft Office, and Google Suite is a plus.
Two (2) or more years of experience in the financial services industry preferred.
Two (2) or more years of experience working in a contact center environment is preferred.

In addition to base compensation, this position qualifies for performance bonuses.
Agents have a potential to earn a monthly bonus based on qualifying metrics, subject to the terms outlined in the company's commission plan.

Customer Service Agent

Key skills