Evaluate customer support interactions across multiple channels (phone, email, chat) to ensure service excellence and alignment with company policies and procedures.
Review back office handling of underwriting and credit dispute tasks to assess quality and adherence to procedures.
Analyze agent performance to identify trends, patterns, and areas for improvement and provide actionable recommendations.
Deliver constructive feedback and coaching to agents; collaborate with floor support and team leads for mentorship and development opportunities.
Support establishment and improvement of QA standards, guidelines, and procedures for customer support and back office processes.
Compile, report on, and track team performance metrics and trends.
Work cross-functionally with customer support, back office teams, training and documentation, and leadership to implement quality improvement initiatives.
Evaluate client support projects and administrative duties to identify areas for improvement and offer actionable suggestions.
Requirements
Minimum of 2-3 years in a customer support role, with at least 1 year in a quality assurance or evaluation capacity.
Strong analytical skills; ability to review and analyze customer interactions and audit histories to draw actionable insights.
Attention to detail; ability to identify potential service gaps, inconsistencies, and opportunities for improvement.
Effective written and spoken communication; ability to deliver succinct and positive feedback to agents and management.
Familiarity with QA and CRM tools (e.g., Playvox, Zendesk, Freshdesk, Salesforce, Klaus, CXone Mpower QM).
Proactive problem-solving approach.
Team-oriented; ability to collaborate with various functions to support Operations’ quality and customer satisfaction goals.
Preferred: Experience evaluating and delivering feedback to BPO teams.
Preferred: Experience providing agent coaching, training, or mentorship.
Preferred: Familiarity with financial industry regulations.
Preferred: Fluency in Spanish (written and spoken).
Preferred: Proficiency in leading all aspects of automated quality assurance systems to improve agent performance.