Goal Solutions · 1 day ago
Customer Service Representative I
Goal Solutions is on a mission to transform the consumer finance industry with data, technology, and a talented team. As a Customer Service Representative I, you will serve as a primary point of contact for borrowers, providing accurate and empathetic support while ensuring compliance with regulatory requirements and internal procedures.
Asset ManagementEducationFinancial Services
Responsibilities
Answer inbound calls from borrowers regarding consumer loan servicing
Make outbound calls to return voicemails, provide account updates, and discuss repayment options
Respond to borrower emails and written correspondence in a timely and professional manner
Record and track customer interactions and activities in the system of record
Perform administrative functions including document tracking, payment recording, legal tracking, and ad-hoc projects
Follow standard operating procedures to meet or exceed documented service level goals
Maintain a high degree of awareness around information security and data privacy
Adhere to all compliance, regulatory, and operational guidelines
Qualification
Required
2+ years of customer service experience in a call center, retail, or customer-facing role
Proficiency in Microsoft Outlook, Word, and Excel
Experience managing workflows and multiple tasks simultaneously
Ability to follow documented Best Practices and Standard Operating Procedures
Clear, concise, and professional communication skills
Preferred
Experience in consumer finance, loan servicing, or student lending
Experience working in regulated or compliance-driven environments
Benefits
Competitive salary
401(k) with 4% company match
Medical, dental, and vision
Annual HSA contribution
Life insurance, disability, and critical illness coverage
Birthday holiday
Two Community Days
Free snacks and beverages in the office
Paid Parental Leave
Generous PTO
Tuition reimbursement
Wellness funds, community funds, and more
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.
Funding
Current Stage
Growth StageTotal Funding
$3M2022-04-14Series Unknown· $3M
Recent News
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