SWBC · 1 day ago

Client Service Representative (Cotrak Experience)

Remote Site - TX

Full-time

Remote

Entry, Mid Level

1+ years exp

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Responsibilities

Provides support to the Financial Institutions by working escalated or time sensitive issues in a professional and timely manner. Assists Financial Institutions with questions regarding reports and Focus Net.

Handles Support Line to provide training in data entry, CoTrak or other Service Center procedures to include assisting with procedures inquires and problem resolution.

Performs time-sensitive account maintenance before and after account processing cycles.

Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by financial institutions by researching, verifying, updating loan insurance information and documenting the affected account’s history file.

Services complex calls, questions or problems from the Customer Service Staff to include refers, when necessary, unique, highly complex calls to appropriate resources to ensure customer satisfaction.

Creates internal management reports; and assists in special projects as needed.

Qualification

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Data entryMS WordMS Excel

Required

High School Diploma or GED required.

Minimum of one to two (1-2) years in coordinating the implementation of company products and procedures and high-level customer service or other related experience in an insurance or banking environment.

Working knowledge of insurance coverage and procedures.

Strong orientation to detail and ability to maintain accuracy in processing loan information and detecting discrepancies.

Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.

Strong computer and keyboard skills which includes MS Word and Excel.

Able to stoop, kneel, and sit for long periods of time while processing and/or providing support to the Financial Institutions.

Able work under sometimes stressful conditions while maintaining professionalism and enthusiasm.