Client Support Specialist II

14 hours ago

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MeridianLink

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technology • financial services • banking • loan origination system • Loan Origination

501 - 1000 employees

Founded 1998

💳 Fintech

🏦 Banking

☁️ SaaS

💰 $485M Post-IPO Debt on 2021-11

Description

• As a Client Support Specialist II, you'll be the first line of defense in resolving issues and addressing customer inquiries. • Coordinate with internal departments to resolve issues and follow through with clients until completion. • Take inquiries from systems and use discretion and decision-making authority to resolve customer issues. • Assist in developing support delivery strategies, escalation procedures, and training while mentoring junior specialists. • Provide information about products and services, answer questions, and resolve problems. • Complete tasks supporting the implementation of procedures. • Ensure inquiries are followed up on and resolved. • May fill in for the supervisor during staff or customer meetings.

Requirements

• Preferred Bachelor's degree and 2-4 years of related experience or equivalent work experience. • Ability to determine a course of action based on guidelines and modify processes as needed. • Exercise judgment within defined procedures to determine appropriate actions. • Build productive internal and external relationships to resolve mutual problems through collaboration. • Strong relationship-building skills to collaborate on procedures or transactions.

Benefits

• Insurance coverage (medical, dental, vision, life, and disability) • Robust paid time off • Paid holidays • 401(k) plan with company match • Remote work