Apply on Employer Site

Splash · 3 weeks ago

Customer Service Representative (Loans)

United States

Full-time

Remote

New Grad, Entry Level

$24.04/hr - $24.04/hr

Splash Financial is a company dedicated to helping individuals manage their debt and achieve their financial dreams. The Customer Service Representative (Loans) will handle inbound customer inquiries, guide them through loan applications, and ensure a high level of customer satisfaction while collaborating with internal teams.

Artificial Intelligence (AI)Financial ServicesFinTechLending

Responsibilities

Provide a world class customer experience to anyone who visits the site or reaches out for support

Proactively respond to inbound customer inquiries via phone, email and web chat. Assist with select outbound campaigns as needed

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 system 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

Qualification

Banking experienceLending experienceSalesforceMicrosoft OfficeGoogle SuiteCustomer-centric approachCommunication skillsProblem-solvingAttention to detailTeam collaborationAdaptability

Required

Prior banking and/or lending experience

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

Ability to multi-task and manage changing priorities

Document customer interactions and feedback accurately in the company's CRM system to ensure comprehensive records and facilitate continuous improvement

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