Customer Care Loan Servicing Phone Agent
Summary
As a Customer Solutions Professional (“CSP”) in our Servicing unit, you shall be responsible for providing extraordinary customer
service while handling a wide variety of contacts (both verbal and in writing) and questions from customers regarding consumer loan
account status. A CSP will also be responsible for meeting quality requirements in order to achieve monthly goals by contacting
customers and assisting in a wide variety of requests.
Essential Functions
• Provide quality-driven, empathy-based customer service for clients whose account status is current.
• Assist and encourage customer in setting up auto pay and utilization of automatic clearing house payment methods to
ensure customers stay current.
• Handle a high volume of calls in a fast-paced environment and ensure customers are served in a timely manner.
• Provide remarkable customer service with empathy, problem solving, and mastery of products and services; leave
customers better off than when you found them
• Research and assist with post-funding questions regarding programs, payments, and documents.
• Communicate effectively with customers and document interactions accurately in company systems.
• Responsible for all general servicing and support functions, including customer inquiries, correspondence, research,
problem resolution and taking payments.
• Ensure compliance in accordance with company guidelines and internal policies
Qualifications and Skills
• High School Diploma
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Demonstrates interpersonal skills with ability to build rapport quickly
• Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining strong
attention to detail
• Goal driven and results oriented with strong negotiation skills
• Articulate and professional in all communications; Bilingual (English and Spanish) skills a plus
• Demonstrates the ability to use sound judgement and discretion regarding confidential information
• Prior experience in customer service, collections and servicing preferred
• Experienced in guiding customers using technology tools and systems.
• Experience and Ability to handle dual monitors, using multiple programs and systems.
• Successfully completes regulatory and job training requirements.