Customer Support Representative

 
This Customer Service Specialist position at RateGenius assists customers, completing loan applications over the phone and performing follow-up work on current customer’s loan applications.


ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: 

  • Communicates with customers by telephone to provide information about services offered by the Company
  • Assists customers in completing applications
  • Contacts customers by email or outbound calls to respond to inquiries
  • Notifies customers of missing information on applications
  • Transfers customer calls, post applications to Loan Officers
  • Keeps records of customer interactions, recording details of inquiries, complaints, or comments and actions taken
  • Maintains a high call to application conversion, while maintaining a positive attitude over the phone and following proper compliance standards
  • Prints, folds, stuffs, seals, and mails out adverse action letters to customers in a timely manner when necessary
  • Maintains excellent job knowledge of the processes, products, systems, compliance and company information, as well as, continual professional development through personalized training with management, classes, conferences, seminars, workshops, etc.


Skills/Requirements: 

  • High school diploma or a GED
  • Strong background in customer service required
  • Knowledge of refinancing auto loans a plus
  • Ability to interact with a professional demeanor with staff, general public, Insurance companies and customers
  • Ability to work independently to drive projects to completion with defined deadlines
  • Must possess excellent planning, problem solving, analytical, organizational, multi-tasking and interpersonal communication skills
  • Must be detail-oriented with respect to documentation and execution

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