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 REQUIRED
- 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