Customer Service Representative

January 25

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Logo of Orion First

Orion First

Underwriting • Loan & Lease Servicing • Commercial Collections • small business finance • backup servicing

51 - 200 employees

Founded 2001

💸 Finance

💳 Fintech

🤝 B2B

Description

• Provide exceptional customer and client service to ensure high levels of satisfaction. • Respond to customer and client inquiries via phone, email, and other communication channels promptly and professionally. • Handle customer payments over the phone, ensuring accuracy and compliance with company policies. • Assist customers and clients with setting up payment plans and resolving payment-related issues. • Provide customers and clients with necessary documentation, including account statements and invoices, and other requested information. • Handle customer and client refund requests, ensuring prompt and accurate processing. • Conduct account ratings and reviews to ensure accuracy and compliance with company standards. • Collaborate with a third-party insurance tracking provider to ensure customer and client accounts are up to date and compliant with insurance requirements. • Assist customers with accessing and navigating the customer portal. • Build and maintain positive relationships with customers and clients by providing attentive and personalized service. • Ensure all customer and client interactions and transactions comply with company policies, procedures, and regulatory requirements. • Work closely with other customer service agents and departments to ensure seamless service delivery. • Perform other duties assigned by the supervisor or management to support the customer service department's overall goals.

Requirements

• At least 3 years of experience as a Customer Service Agent or Account Manager in the financial services banking or related industry. • Associates degree in business, communications, or social science. • Regular attendance, schedule adherence, and openness to work overtime if offered. • Ability to work with management on adjustment of schedule based on business needs. • Proficient in Microsoft Office, including Excel, Word, Outlook, and Adobe. • Proficient in Salesforce. • Experienced in Dialpad. • Superior communication skills – both written and verbal, especially regarding email etiquette. • Detail-oriented and organized with a proven ability to prioritize work effectively, or if given a specific directive. • Enthusiasm and positive energy, support for your teammates. • Compatibility with “on-the-job training” or “training by committee” by various existing Customer Service staff, as opposed to a stand-alone training program. • Ability to multi-task between inbound calls, email responses, customer service tickets, and administrative duties/reports.

Benefits

• Health Insurance • Dental Insurance • Vision Insurance • Time Off • Retirement • WFH Benefit • And More!

Apply Now

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