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Customer Service Representative - US voice process

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Job Description - Customer Service Representative - US voice process

We are looking for a detail -oriented and customer -focused Customer Service Representative to join our financial services team. The primary responsibility of this role is to assist potential clients via phone and online channels by pre -qualifying them for loans. You will play a key role in guiding applicants through the process and ensuring a seamless customer experience.

Key Responsibilities:

Customer Engagement:
● Manage high -volume inbound and outbound calls in a professional and courteous manner.
● Educate potential customers on loan products, eligibility, and the application process.
● Build strong rapport and trust with customers.

Loan Pre -qualification:
● Collect and verify applicant information (e.g., income, employment status).
● Use internal systems to assess preliminary eligibility.
● Communicate pre -qualification results and next steps clearly.
   
Compliance and Documentation:
● Follow all company policies and regulatory guidelines.
● Maintain confidentiality of customer data.
● Log all interactions and updates accurately in the CRM system.

Support and Escalation:
● Address queries related to loan terms and repayment options.
● Escalate or transfer customers to the relevant departments when required.

Performance Goals:
● Meet or exceed KPIs related to call volume, qualification rates, and customer satisfaction.



Requirements

Education:
● High school diploma or equivalent required.
● Degree in Finance, Business, or related field is a plus.

Skills and Competencies:
● Excellent verbal and written communication skills.
● Strong interpersonal and customer -handling skills.
● Basic understanding of financial services and loan concepts.
● Proficiency in CRM tools and MS Office applications.

Experience:
● 1 -4 years of experience in BPO, customer service, or a financial services environment.
● Prior experience with U.S. -based customers is a plus.

Additional Requirements:
● Detail -oriented and organized.
● Comfortable working in a fast -paced, high -volume setting.
● Flexibility to work evening shifts and occasional weekends.

Benefits

 Competitive salary (25,000 -35,000) and performance -based incentives.
● On -the -job training and continuous learning opportunities.
● Opportunity to grow within the financial services domain.

Original job Customer Service Representative - US voice process posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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