Financial Customer Service Representative jobs in United States
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Insight Global · 4 days ago

Financial Customer Service Representative

positionColumbus, OH
timeContract
remoteHybrid
seniorityEntry Level
date1+ years exp

Insight Global is seeking Operations Associates to support their Onboarding organization. In this role, you will assist with reviewing loan applications and directly interact with customers, providing high-quality customer service and support throughout the application process.

EmploymentHuman ResourcesRecruitingSales
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H1B Sponsor Likelynote

Responsibilities

Process loan applications by reviewing all documents submitted from potential borrowers and/or requesting additional documentation as needed to drive applications to a final state
Communicate and support applicants either over the phone or through written correspondence regarding the status of their application, troubleshooting application issues, answering questions regarding loan repayments, and guide customers through self-service options online and through delinquency related issues - all while providing a pristine customer experience
Build trust and cultivate borrower, investor, and colleague relationships
Complete additional ad hoc tasks as assigned to aid in the operational goals of the operations department and customer experience team

Qualification

Loan processingCustomer serviceAnalytical skillsCommunication skillsEmpathyMetric-based performanceFinancial statementsTax documentsPayrollAttention to detailProblem-solving

Required

1+ year of experience in customer service, phone support, loan processing or similar at a Financial Institution
Passion for delivering a great customer experience
Ability to interpret written policy and procedures and apply to the present situation
Strong written and verbal communication skills and the ability to address applicants in an objective yet empathetic manner
Impeccable judgment and acute attention to detail; ability to identify/anticipate customers' needs and clarify information
Proven track record of excelling in a metric based environment

Preferred

Familiarity with loan processing, financial statements, tax documents, and payroll
Previous experience working in a customer service role
Previous experience working in a production based, remote environment
BA/ BS degree, Associates degree, or equivalent work experience

Company

Insight Global

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Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT, and government.
dateFounded in 2001
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
https://insightglobal.com/

H1B Sponsorship

Insight Global has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (281)
2024 (164)
2023 (75)
2022 (17)
2021 (3)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
2010-07-01Acquired

Leadership Team

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Jared Streppa
President Of Company’s Technology Division
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Recent News

Maryland Daily Record
Staffing services firm signs lease with Baltimore Peninsula
2025-09-26
citybiz
Baltimore Peninsula Signs 15,600-Square-Foot Lease With Insight Global
2025-09-25
PR Newswire
Insight Global Releases 2025 Employee Sentiment Report Highlighting Urgent Need for Better Onboarding and Workplace Culture
2025-09-23
Company data provided by crunchbase