As a Financial Customer Service Representative, you will be responsible for assisting customers throughout the loan application process, coordinating activities related to loan processing, gathering necessary documentation, and responding promptly to inquiries from dealerships and financial institutions. You are a customer focused and have excellent communication skills, attention to detail, and a good understanding of financial applications.
Provide outstanding customer service and support to dealerships, financial institutions, and individual customers, guiding them through the loan application process and addressing any inquiries or concerns they may have.
Coordinate and facilitate activities related to loan processing, ensuring smooth and timely completion of necessary steps, such as credit checks, document verification, and approval processes.
Gather and review required documentation from customers, verifying its accuracy and completeness to ensure compliance with regulatory and internal policies.
Build and maintain strong relationships with dealerships and financial institutions, effectively responding to their queries, providing updates on loan applications,
and resolving any issues or discrepancies that may arise.
Ensure strict adherence to all regulatory guidelines and internal policies governing loan processing, customer data privacy, and confidential information handling.
Maintain accurate and up-to-date records of customer interactions, loan application statuses, and related documentation in the company’s CRM system.
Collaborate with internal teams, including underwriters, sales representatives, and management, to address customer needs effectively and contribute to overall organizational goals.
High school diploma or equivalent (Bachelor’s degree in finance or related field preferred).
Proven experience in customer service or financial services, preferably in a similar role.
Strong knowledge of financial products, loan application processes, and credit underwriting principles.
Excellent communication skills, both verbal and written, with the ability to articulate complex information clearly and concisely.
Exceptional interpersonal skills to build rapport and maintain effective relationships with customers, dealerships, and financial institutions.
Detail-oriented mindset with the ability to review and analyze documentation accurately and efficiently.
Proficiency in using CRM software, MS Office Suite, and other relevant applications.
Ability to multitask, prioritize workload, and meet deadlines in a fast-paced environment.
Strong problem-solving skills, demonstrating the ability to resolve issues independently and seek assistance when needed.
Commitment to maintaining confidentiality and handling sensitive customer information securely.
Mon – Friday 9 AM – 7 PM EST
Should be flexible to work on Saturday twice a month.
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