Handles phone, email, and chat support for loan applicants, resolving escalations and acting as SME for vendor teams in fintech. Requires 1-2 years customer service experience in financial services, strong communication, and multitasking skills.
25 – 25
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About the role
Responsibilities
Respond to inbound email/phone inquiries and manage real-time chat support, providing accurate, timely information.
Take ownership of escalation calls from applicants, resolving concerns professionally while adhering to compliance and policy.
Answer questions from vendor support teams via Slack.
Support funnel conversion by identifying and addressing common applicant pain points.
Maintain accurate notes of all applicant interactions.
Identify opportunities to improve CX processes, documentation, or messaging based on feedback.
Minimum Qualifications
1–2 years of experience in customer service and/or contact center support within financial services or fintech.
Outstanding communication and interpersonal skills.
Proven ability to handle sensitive or escalated customer conversations with empathy.
Comfortable navigating multiple systems (e.g., Salesforce, Vesta, telephony, chat platforms).
Expertise in time management and prioritizing tasks.
Impeccable judgment and attention to detail.
Proven track record in a metric-based environment.
Preferred Qualifications
Financial services industry experience.
Familiarity with front-line customer support tools and knowledge management platforms.
Comfort in high-growth, change-oriented environments.
Experience providing service for multiple product lines.
Compensation
Hourly rate: $25.48 USD. Non-exempt position eligible for overtime.
Skills
SalesforceVestaSlackTelephony PlatformsChat PlatformsCustomer Support Tools
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