Customer Service Representative – Loans
Splash Financial
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $24 per hour
Job Level
Mid-LevelSenior
About the role
- Provide a world class customer experience to anyone who visits the site or reaches out for support.
- Proactively respond to inbound customer inquiries via phone, email and web chat. Assist with select outbound campaigns as needed.
- Responsibly review and process application information, loan documents and other sensitive information in relation to company and compliance guidelines.
- Document customer interactions and feedback accurately in the company’s CRM system to ensure comprehensive records and facilitate continuous improvement.
- Share insights with management regarding enhancements/adjustments to improve overall company products, operations and policies.
- Ensure timely follow-up and resolution of customer issues and concerns, striving for complete satisfaction.
- Continuously stay updated on industry trends and product knowledge to better serve customers and contribute to ongoing improvement efforts.
Requirements
- Prior banking and/or lending experience.
- Associate or Bachelor’s degree preferred.
- Experience with Salesforce or other CRM systems / tech savvy.
- Microsoft office and/or Google Suite proficient.
- Ability to multi-task and manage changing priorities.
- Strong communication skills: Excellent verbal and written communication abilities to effectively interact with customers and team members.
- Problem-solving mindset: Proven ability to analyze issues and develop practical solutions in a fast-paced environment.
- Attention to detail: Keen eye for accuracy and thoroughness in handling financial information and customer data.
- Customer-centric approach: Demonstrated commitment to providing exceptional service and support to clients.
- Team collaboration: Ability to work effectively both independently and as part of a team, contributing to a positive team dynamic.
- Adaptability: Capacity to quickly learn new systems, tools, and processes, adapting to the evolving needs of the company.
Benefits
- Fully remote work freedom
- Competitive salary packages
- Flexible PTO + 9 company holidays
- Equity: Share in our start-up success
- Comprehensive and affordable insurance benefits
- Paid parental leave for both caregivers
- Essential equipment to get the job done
- 401(k) for your future savings
- Quarterly meet-ups: In person & virtual fun
- Awesome Splash swag to flaunt your team spirit
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
banking experiencelending experienceCRM systemsSalesforceMicrosoft OfficeGoogle Suiteproblem-solvingattention to detailcustomer servicemulti-tasking
Soft skills
communication skillsteam collaborationadaptabilitycustomer-centric approachanalytical skillstime managementinterpersonal skillsorganizational skillspositive attitudecontinuous improvement
Certifications
Associate degreeBachelor's degree