Splash · 4 days ago
Customer Engagement Specialist
Cleveland, OH
Full-time
Remote
Mid Level
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Responsibilities
Provide a world class customer experience to anyone who visits the site or reaches out for support.
Proactively reach out and manage a pipeline of borrowers with submitted loan applications.
Communications will occur primarily via outbound phone calls. You will also leverage email, text, and web chat.
Responsibly review and process application information, loan documents and other sensitive information in relation to company and compliance guidelines.
Document customer interactions and feedback accurately in the company's CRM and LOS systems to ensure comprehensive records and facilitate continuous improvement.
Share insights with management regarding enhancements/adjustments to improve overall company products, operations and policies.
Ensure timely follow-up and resolution of customer issues and concerns, striving for complete satisfaction.
Continuously stay updated on industry trends and product knowledge to better serve customers and contribute to ongoing improvement efforts.
Assist with select Inbound support as needed.
Qualification
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Required
Prior banking and/or lending experience.
Experience with high-volume outbound dialing to engage & support members.
Experience with Salesforce or other CRM system / tech savvy.
Microsoft office and/or Google Suite proficient.
Ability to multi-task and manage changing priorities.
Strong communication skills: Excellent verbal and written communication abilities to effectively interact with customers and team members.
Problem-solving mindset: Proven ability to analyze issues and develop practical solutions in a fast-paced environment.
Attention to detail: Keen eye for accuracy and thoroughness in handling financial information and customer data.
Customer-centric approach: Demonstrated commitment to providing exceptional service and support to clients.
Team collaboration: Ability to work effectively both independently and as part of a team, contributing to a positive team dynamic.
Adaptability: Capacity to quickly learn new systems, tools, and processes, adapting to the evolving needs of the company.
Preferred
Associate or Bachelor's degree preferred.
Benefits
Fully remote work freedom
Competitive salary packages
Flexible PTO + 9 company holidays
Equity: Share in our start-up success
Comprehensive and affordable insurance benefits
Paid parental leave for both caregivers
Essential equipment to get the job done
401(k) for your future savings
Quarterly meet-ups: In person & virtual fun
Awesome Splash swag to flaunt your team spirit
Company
Splash
We’re here to make loan stuff way less complicated.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$60.9MKey Investors
DST GlobalCUNA Mutual Group
2021-06-17Series B· $44.3M
2020-05-26Series A· $12.3M
2019-06-10Series Unknown· $4.3M
Leadership Team
Steven Muszynski
Founder and CEO
Patrick Leimkuehler
COO
Recent News
The College Investor
2024-06-05
The College Investor
2024-06-05
The College Investor
2024-02-12
Company data provided by crunchbase
