Drive business through excellent customer service at every step of the lending process
Build relationships via the phone and electronic communication (email/text/online chat)
Call on pending loan applications to help convert into customers
Review and evaluate client's financial documents and research financial history
Collaborate with underwriters as necessary to process loan applications in an expedited fashion
Identify process bottlenecks, inefficiencies and suggest improvements
Uphold compliance with company policies and procedure, as well as local, state and federal laws and regulation

High school diploma, or equivalent experience. Bachelor's degree preferred
3+ years of experience in customer service and/or collections, prior call center experience is a plus
Comfortable being on the phone, using a headset all day.
Exceptional communication and active listening skills with a proven history of professionalism and empathy in customer interactions
Demonstrated ability to multi-task extensively, excellent attention to detail
Must be able to work Monday-Friday 8:00am-5:00pm
Excellent listener, quick learner, and able to handle ambiguity and constant change
Ability to communicate professionally, with maturity and self-confidence
Comfortable utilizing new technology and have a proven ability to excel in a remote work environment
Patience in dealing with customers that are slower to learn new technology
Must have a strong at home internet connection

Customer Service Specialist

Key skills