JOB DESCRIPTION

Position Title:  Customer Service Representative @ Dallas (Contract Status)
 
Status:             Contract
 
Reports to:      Loan Administration Supervisor
 
Qualifications:

• Familiarity with multi-line telephone system to manage high call volume
• Project a positive and professional image
• Ability to communicate clearly and professionally, both verbally and in writing
• Ability to work with minimal supervision to manage intake of loan applications
• Excellent organizational and time management skills, and attention to detail
• Ability to prioritize and manage multiple tasks
• Computer literate in MS Word, Excel, Outlook
• Bilingual (English/Spanish) fluency preferred
• Working knowledge of LiftFund loan products, loan application, policies and procedures
• High levels of motivation and ability to work independently
• Experience in general office support practices and procedures

 
Responsibilities:

• Answer phones in a professional, courteous manner and provide Lift Fund’s program information
• Greet and direct walk-ins and ascertain reason for visit
• Ability to multi-task (answer phones, create reports, wait on and direct customers, etc.)
• Ability to work independently, with little direction 
• Professionally handle incoming inquiries from customers and ensure issues are resolved promptly
• Route calls accordingly
• Maintain office filing and tracking systems
• Order office supplies as needed 
• Reply promptly to information emails requests, leads, etc.
• Support Lending Staff
• Support BDOs by providing walk-ins with contact sheet, loan information, loan application and gathering client financial documentation
• Ensure customer privacy, security of client documents and appropriate staff access
• Conduct other duties as assigned

Send cover letter & resume to:

LiftFund/HR                           

2007 W. Martin St.
San Antonio, TX 78207
Email: jhernandez@liftfund.com
Website: www.LiftFund.com
Fax: 210-533-2940