Lakeview Loan Servicing, LLC. · 16 hours ago
Client Support Specialist
Coral Gables, FL
Full-time
Onsite
Entry Level
$25.10/hr - $25.10/hr
2+ years expLakeview Loan Servicing is a company that provides home improvement loans, and they are seeking a Client Support Specialist to provide frontline support to customers and dealers. The role involves handling inbound calls, addressing inquiries, assisting with applications, and ensuring an excellent customer experience.
FinanceFinancial ServicesMortgageReal Estate
Responsibilities
Answer inbound calls, emails, and chats from customers
Make outbound calls, emails, and communicate with customers
Identify customer needs and provide appropriate solutions
Resolve product or service issues by clarifying the customer’s complaint, determining the cause, and following up to ensure resolution
Document all customer interactions accurately in the system of record (PLAT)
Follow call scripts and guidelines, ensuring compliance with company policies and policies/procedures, state/federal regulations, and privacy laws (e.g., ECOA, FCRA, etc.)
Meet individual and team performance goals (e.g., call handling time, customer satisfaction scores)
Coordinates with underwriting, funding, and contractor support teams to resolve complex issues
Escalate unresolved issues to appropriate departments or supervisors
Maintain a positive, empathetic, and professional attitude toward customers at all times
Participate in training and development activities to stay current with company offerings and systems
Become a Subject Matter Expert (SME) with products, rates, and promotions, including qualification guidelines
Other duties as assigned by leadership
Qualification
Required
High school diploma or GED required; additional education is a plus
2+ years' experience in a call center or customer service role (financial services preferred)
Understanding of home improvement lending or consumer finance (a plus)
Proficient with CRM tools and Microsoft Office
Strong verbal and written communication skills
Ability to handle high call volumes and multitask effectively
Customer-focused mindset with problem-solving abilities
Demonstrates resilience and the ability to navigate and overcome challenges in a fast-paced work environment
Company
Lakeview Loan Servicing, LLC.
BEWARE of Unsolicited Job Offers that request a personal ID!!! Lakeview Loan Servicing, LLC (“Lakeview”) is a uniquely qualified mortgage finance company dedicated to assisting our customers with efficient and affordable refinancing and purchase options.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Steve Lemmon
Chief Marketing Officer - Originations
Recent News
Business Insider
2025-07-16
Company data provided by crunchbase