Customer Service Representative - Loan Services (Remote - USA) $20-25 p/hr max 30 hrs
Job Description: Customer Service Representative ?? Loan Services
Company: Trophy Point Investment Group...
Position: Customer Service Representative ?? Loan Services
Location: Remote (USA ONLY)
Status Type: 30 hours p/week Contractor
Compensation: USA Contractor $20-25 p/hr MAX
Website: https://trophypointlending.com
Job Summary:
Trophy Point is seeking a dedicated and detail-oriented Customer Service Representative to join our team. This role is integral in managing inbound communication related to our loan services. The ideal candidate will have excellent communication skills, a strong understanding of loan products, and the ability to provide exceptional service to clients and prospective customers. This position offers an opportunity to engage with clients, answer inquiries, and resolve issues regarding loan products, applications, and processes.
Key Responsibilities: ?? Manage Inbound Communications: Answer phone calls, emails, and other forms of communication related to Trophy Point's loan services. ?? Provide Accurate Information: Address inquiries from clients and prospective customers regarding loan products, terms, conditions, and application procedures. ?? Assist with Loan Applications: Guide clients through the loan application process, explaining necessary documentation and next steps. ?? Problem Solving: Assist clients with any issues or concerns regarding their loan accounts, payments, and transactions. ?? Follow Up on Customer Inquiries: Ensure timely and effective follow-up on customer requests and questions. ?? Document Client Interactions: Accurately record customer inquiries, issues, and resolutions in the company??s CRM system. ?? Collaborate with Loan Officers and Teams: Work closely with the loan services team to provide seamless customer service and escalate any complex issues. ?? Maintain Product Knowledge: Stay up-to-date with the latest loan products, policies, and industry regulations. ?? Adhere to Compliance Standards: Ensure all client interactions and services comply with company policies and regulatory requirements.
Qualifications: ?? Experience: Minimum of 1-2 years of customer service experience, preferably in loan services, banking, or financial services. ?? Communication Skills: Strong verbal and written communication skills with the ability to explain complex loan terms and processes clearly. ?? Technical Skills: Proficiency in Microsoft Office, CRM software, and phone systems. ?? Problem Solving: Ability to handle customer concerns and resolve them efficiently. ?? Attention to Detail: Meticulous in managing and recording customer inquiries and interactions. ?? Customer-Centric: A passion for delivering excellent service and helping clients achieve their financial goals.
Additional Skills:
?? Familiarity with loan products (home loans, personal loans, etc.) is a plus.
?? Ability to work independently and as part of a team in a fast-paced environment.
?? Multitasking and organizational skills to manage various communication channels simultaneously.
?? Bilingual candidates are encouraged to apply.
Why Join Trophy Point:
?? Be part of a premier private direct lender with a strong reputation in the real estate industry.
?? Work with a dedicated and passionate team committed to excellence and integrity.
?? Enjoy the flexibility and convenience of a remote working environment.
?? Contribute to the successful completion of real estate investment projects and the effective management of draw disbursements.
About Us: Trophy Point is a premier private direct lender providing flexible financing solutions for real estate professionals. Founded by West Point graduates, we uphold the highest standards of integrity and service.
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