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Customer Service Representative

Dallas, TX


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


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