Customer Service Representative I jobs in United States
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Goal Solutions · 8 hours ago

Customer Service Representative I

Goal Solutions is seeking a Customer Service Representative I to manage inbound and outbound communication with borrowers regarding their consumer loan accounts. The role involves answering calls, responding to emails, and performing administrative tasks to ensure compliance with service level goals and operational guidelines.

Asset ManagementEducationFinancial Services
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Growth Opportunities

Responsibilities

Perform responsibilities following standard operating procedures to meet or exceed documented service level goals
Have a high degree of awareness and understanding of information security
Answer inbound calls and reach first touch resolution on borrower questions or issues
Make outbound calls to respond to customer voice mails, provide loan updates, and provide options or counseling to borrowers in need of repayment assistance
Respond to customer emails and mail
Record customer interactions, open/close activities in system of record
Perform administrative functions such as document tracking and recording, payment tracking and recording, legal tracking and reporting, and ad-hoc projects as needed
Follow and understand all compliance and operational guidelines to ensure major areas of responsibilities are completed to compliance guidelines and standards
Regular and punctual attendance
Answer customer inquiries
Adhere to policies and procedures
Complaint resolution that aligns with Goal’s core values
Customer retention and relationship building
Documentation and data entry
Ability to stand / sit for extended hours of time
Ability to remain at workstation for long periods of time
Ability to work in an environment with a moderate to loud noise level
Heavy keyboard/mouse usage required with repetitive movements

Qualification

Customer serviceMicrosoft OutlookMicrosoft WordMicrosoft ExcelWorkflow managementConsumer finance experienceLeadership skillsTeam player attitudeAttention to detailTime management

Required

2+ years call center customer service or retail customer service position
Proficiency in Microsoft Outlook, Word, and Excel
Workflow management experience
Ability to follow documented Best Practices and Standard Operating Procedures
Ability to communicate in a clear, concise, and professional manner
Ability to prioritize, be organized, and manage time effectively to meet service level goals

Preferred

Consumer finance or student loan experience
An eagerness to learn and grow your leadership skills
A drive to succeed, a sense of urgency, and a passion for your work
An all-around team player attitude

Company

Goal Solutions

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Goal Solutions is an innovative financial services company delivering comprehensive and customizable Primary and Backup Servicing, Asset Management, and SPV Administration solutions.

Funding

Current Stage
Growth Stage
Total Funding
$3M
2022-04-14Series Unknown· $3M

Leadership Team

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Matthew Myers
President & CEO
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Company data provided by crunchbase