Salary
💰 $33,624 - $54,993 per year
About the role
- Follow stringent data security policies and processes
- Deal directly with users either by telephone and email
- Respond promptly to user inquiries
- Handle and resolve user questions
- Obtain and evaluate all relevant information to handle and resolve user inquiries
- Authenticate and upload user authorization forms
- Process verification requests and forms
- Direct requests and unresolved issues to the designated resource
- Manage users accounts
- Keep records of users interactions and transactions
- Record details of inquiries, comments, concerns and actions taken
- Manage administrative tasks involved with job responsibilities
- Follow up on customer interactions
- Complete other administrative projects and responsibilities as requested by management
Requirements
- 2 + year's customer service experience
- High school diploma, general education degree or equivalent
- Knowledge of customer service principles and practices
- Background in financial services
- Experience with verification of income fulfillment
- Knowledge of relevant computer applications and basic web functions
- Knowledge of administrative procedures
- Strong organizational skills with the ability to manage multiple tasks simultaneously
- Great compensation package and bonus plan
- Core benefits including full medical, dental, vision, and matching 401K
- Fully remote environment
- Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer serviceverification of income fulfillmentadministrative proceduresdata security policiesuser account managementrecord keepinginformation evaluationproblem resolutionweb functionscomputer applications
Soft skills
organizational skillscommunication skillsinterpersonal skillsmulti-taskingcustomer interaction follow-upprompt responseattention to detailproblem-solvingtime managementadaptability
Certifications
high school diplomageneral education degree