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Goal Solutions · 1 day ago

Customer Service Representative I

Sioux Falls, SD

Full-time

Onsite

Entry Level

2+ years exp

Goal Solutions is seeking a Customer Service Representative I to handle inbound and outbound calls related to consumer loan accounts. The role involves providing assistance to borrowers, maintaining compliance with operational guidelines, and performing administrative tasks.

Asset ManagementEducationFinancial Services

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

Qualification

Customer service experienceMicrosoft OutlookMicrosoft WordMicrosoft ExcelWorkflow managementConsumer finance experienceClear communicationOrganizational skillsTime managementTeam player attitude

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

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

Founded in 2008

San Diego, California, USA

201-500 employees