Job Description
Job DetailsJob Location: Advanced Financial Company AZ - Tucson, AZ 85711Position Type: Full TimeSalary Range: $18.00 - $20.00 Hourly
Position is primarily responsible for receiving and responding to customer inquiries by phone and email. Processing ACH payments setups and cancellations for customer accounts. Assisting customers with logging onto the payment portal, calculating loan payments, sending mail correspondence. The Client Services Specialist will be competent in prioritizing, multi-tasking, self-motivated and trustworthy.
ESSENTIAL FUNCTIONS
Average Percent of Time (Must add up to 100%)
75% Answering and responding to customers by phone and email
15% Processing customer requests by email or mail
5% Special projects during slower call volume times
5% Working directly with Client Services Manager
SPECIFIC DUTIES AND RESPONSIBILITIES
Answering Phones and Emails:
Reply to questions/concerns
Look up account information
Set up and expire ACH payments
Calculate payment amounts
Request payment and fee adjustments
Upload correspondence and documents in NLS
Send correspondence and documents by email and mail
Document in detail and accuracy all customer interactions in NLS
Client interactions by phone and email
Submit tickets to other departments for account corrections and/or adjustments or doc request
Meet and/or exceed phone performance standards and requirements
Account follow up as needed
Minimum average of 50 customer interactions per day
In addition to performance of the essential functions, this position may be required to perform a combination of the following supportive functions.
Special projects
Assimilate into the Advanced Financial Company Commitment to Excellence culture through understanding, supporting and participating in all elements of Commitment to Excellence. Demonstrate working knowledge of the service standards.
Regular attendance in conformance with the standards, which may be established by Advanced Financial Company from time to time, is essential to the successful performance of this position.
QualificationsThe individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he or she can perform the essential functions of the job, with or without reasonable accommodation.
Must have great communication skills and enjoy helping people
Prior customer service and/or call center experience taking inbound calls from customers a plus
Experience in banking, loans or mortgage a plus
Enjoys answering customer questions and finding them solutions
Good computer skills
Ability to learn quickly and multitask
Punctuality and good attendance are a must
Flexibility on schedule
Bilingual in Spanish a plus
QUALIFICATION STANDARDS
Bilingual in Spanish a plus
EDUCATION
High School graduate or equivalent required
EXPERIENCE
Minimum one year of customer service and/or call center environment
Experience in banking, loans or mortgage a plus
Bilingual in Spanish a plus