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Financial Customer Service Representative
Financial Customer Service RepresentativeInsight Global • Columbus, OH, US
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Financial Customer Service Representative

Financial Customer Service Representative

Insight Global • Columbus, OH, US
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  • [job_card.temporary]
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Job Description

Job Description

Role : Operations Associate

Contract Duration : 6-month contract with extensions

Location : Easton, OH (Hybrid 1-2 days onsite)

The Team :

We're seeking Operations Associates to support our Onboarding organization. In this flexible role, you will support the operations of one or more of our core business verticals based on the needs of our business.

As an Operations Associate or contractor, your impact will be immediately felt by our customers as you assist with reviewing loan applications and directly interact with customers each and every day by phone or through email correspondence. The role requires excellent verbal and written communication skills, strong analytical and problem-solving abilities, and a passion for high-quality customer service.

How you’ll make an impact

  • Process loan applications by reviewing all documents submitted from potential borrowers and / or requesting additional documentation as needed to drive applications to a final state. Document reviews include employment, income, identity, and tax documents.
  • Communicate and support applicants either over the phone or through written correspondence regarding the status of their application, troubleshooting application issues, answering questions regarding loan repayments, and guide customers through self-service options online and through delinquency related issues - all while providing a pristine customer experience.
  • Build trust and cultivate borrower, investor, and colleague relationships.
  • Complete additional ad hoc tasks as assigned to aid in the operational goals of the operations department and customer experience team.

Minimum Qualifications

  • 1+ year of experience in customer service, phone support, loan processing or similar at a Financial Institution.
  • Passion for delivering a great customer experience.
  • Ability to interpret written policy and procedures and apply to the present situation.
  • Strong written and verbal communication skills and the ability to address applicants in an objective yet empathetic manner.
  • Impeccable judgment and acute attention to detail; ability to identify / anticipate customers’ needs and clarify information.
  • Proven track record of excelling in a metric based environment.

    • Preferred Qualifications

  • Familiarity with loan processing, financial statements, tax documents, and payroll
  • Previous experience working in a customer service role
  • Previous experience working in a production based, remote environment
  • BA / BS degree, Associates degree, or equivalent work experience.

    • Time zone requirements The team operates on the East / West coast time zones

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