Client Support Specialist

4 days ago

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MeridianLink

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MeridianLink is a leading provider of SaaS solutions for financial institutions, specializing in loan origination systems and digital transformation technologies. Their end-to-end platform enhances digital experiences through integration with mortgage LOS, deposit account opening solutions, and more. MeridianLink's cloud-based systems improve efficiency in loan processing and collections, data-driven decision-making, and account management. The company collaborates with partners to expand market reach and drive growth in the fintech industry. With over 25 years of experience, MeridianLink is dedicated to supporting banks, credit unions, and other financial service providers through technology and business intelligence.

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 in our Standard Support team, you'll be the first line of defense in resolving issues and addressing inquiries from customers. Your role involves responding to incoming communications, documenting interactions in case management systems, and updating clients on ongoing resolutions. • 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.

🎯 Requirements

• Preferred: Prior education or career experience. You'll apply acquired job skills, company policies, and procedures to complete tasks with little supervision. The position involves performing routine tasks and using a basic skill set and proficiency in the subject area. • 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. • Preferred: Bachelor's degree and 2-4 years of related experience or equivalent work experience. • 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