Client Relations Specialist
Job Category:
A Client Relations Specialist provides operational and transactional support to 360 Finance clients of all business life cycles. This support includes the entire financing duration of a home improvement project for client interactions delivered via the Contact Center work distribution channels.
Responsibilities
Receive calls from clients (lenders, contractors, and consumers) over the phone to source any and all needs related to 360 platform programs
Research inbound requests in a timely manner to sustain, maintain, and enhance our client relationships
Listen to our customer’s concerns, solve problems, answer questions and work with them to find a resolution while showing empathy
Because every customer is different, we expect you to take the initiative to truly understand our customers current challenges, solve them, and use your expertise to proactively help them avoid future challenges
Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests
Ensure each client has a positive experience with our company – service first
Build strong working relationships to address and support client needs
Complete required paperwork and documentation at the end of each day within all system(s)
You may be asked to participate in special projects, assume new responsibilities and adjust priorities as requested
Handle complex workmanship/contractor complaints, including the proper situational assessment and applicable escalation to Management.
Adherence to company compliance rules and financial institution regulations
Ability to cross-train on additional skills in the development path to increase financing-brokered originations
Qualifications
High School Diploma required, or equivalent; some college education preferred
4+ years in Call Center Service; Client Advocacy or Account Management experience preferred
2+ years of Sales, financial or banking sectors, or, home improvement experience preferred
Excellent verbal, written, and listening skills
Spanish bilingual preferred
Working knowledge of Microsoft Office products
Strong attention to detail
Excellent communication skills, a love for talking to people, and the ability to WOW customers
Relentless drive to own the customer's problem and ability to think outside of the box to resolve them
Excels in high-tempo settings and is adept at juggling multiple tasks, including muti-task using technology
Ability to adapt to change and work well in a fast-paced environment
Proficiency in team-based endeavors and joint projects
Positive attitude and a willingness to learn and grow
The expected hourly rate for this position is $16/hr to $22/hr. This hourly range is an estimate, and the actual hourly rate may vary based on the Company’s compensation practices. The hourly rate may be adjusted based on applicant's geographic location. This position is eligible to participate in the Company’s standard employee benefits programs, which currently include health care benefits.
#LI-REMOTE
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Client Relations Specialist
Job Category:
A Client Relations Specialist provides operational and transactional support to 360 Finance clients of all business life cycles. This support includes the entire financing duration of a home improvement project for client interactions delivered via the Contact Center work distribution channels.
Responsibilities
Receive calls from clients (lenders, contractors, and consumers) over the phone to source any and all needs related to 360 platform programs
Research inbound requests in a timely manner to sustain, maintain, and enhance our client relationships
Listen to our customer’s concerns, solve problems, answer questions and work with them to find a resolution while showing empathy
Because every customer is different, we expect you to take the initiative to truly understand our customers current challenges, solve them, and use your expertise to proactively help them avoid future challenges
Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests
Ensure each client has a positive experience with our company – service first
Build strong working relationships to address and support client needs
Complete required paperwork and documentation at the end of each day within all system(s)
You may be asked to participate in special projects, assume new responsibilities and adjust priorities as requested
Handle complex workmanship/contractor complaints, including the proper situational assessment and applicable escalation to Management.
Adherence to company compliance rules and financial institution regulations
Ability to cross-train on additional skills in the development path to increase financing-brokered originations
Qualifications
High School Diploma required, or equivalent; some college education preferred
4+ years in Call Center Service; Client Advocacy or Account Management experience preferred
2+ years of Sales, financial or banking sectors, or, home improvement experience preferred
Excellent verbal, written, and listening skills
Spanish bilingual preferred
Working knowledge of Microsoft Office products
Strong attention to detail
Excellent communication skills, a love for talking to people, and the ability to WOW customers
Relentless drive to own the customer's problem and ability to think outside of the box to resolve them
Excels in high-tempo settings and is adept at juggling multiple tasks, including muti-task using technology
Ability to adapt to change and work well in a fast-paced environment
Proficiency in team-based endeavors and joint projects
Positive attitude and a willingness to learn and grow
The expected hourly rate for this position is $16/hr to $22/hr. This hourly range is an estimate, and the actual hourly rate may vary based on the Company’s compensation practices. The hourly rate may be adjusted based on applicant's geographic location. This position is eligible to participate in the Company’s standard employee benefits programs, which currently include health care benefits.
#LI-REMOTE