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Client Service II

2 months ago

Las Vegas, United States Pure Finance Group Full time
Job DescriptionJob Description

Role Description: Client Service II - Customer Support Specialist

Overview: As a Customer Support Specialist in the Dealer Services Department of Pure Finance Group, you play a pivotal role in ensuring exceptional dealer and customer experiences. Your primary responsibilities include addressing customer queries, resolving issues, providing training, and managing various concerns related to dealers and funding. You will collaborate closely with Relationship Managers, Outbound Specialists, and other team members to uphold high standards of service and satisfaction.

Key Responsibilities:

  1. Customer Support:
    • Act as the first point of contact for customers, providing prompt and courteous assistance.
    • Respond to customer inquiries through various channels, including phone, email, and chat.
    • Address customer concerns, troubleshoot issues, and ensure timely resolution.
  2. Training:
    • Develop and deliver training sessions for dealers on the company's home improvement loan products, processes, and systems.
    • Provide ongoing support and guidance to dealers to enhance their understanding of our offerings.
  3. Issue Resolution:
    • Investigate and resolve customer issues related to loans, payments, and account information.
    • Collaborate with internal departments to address complex problems and ensure satisfactory resolutions.
  4. Pipeline Management:
    • Assist dealers in managing their loan applications through the pipeline.
    • Work closely with dealers to ensure all necessary documentation is submitted for timely processing.
    • Facilitate communication between dealers and internal teams to overcome obstacles and move deals to a "clear to order" status.
  5. Dealer Relations:
    • Foster positive relationships with dealers, serving as a liaison between the company and its business partners.
    • Address dealer concerns, feedback, and escalations, working to strengthen the overall dealer experience.
  6. Funding Issues:
    • Collaborate with the funding team to address and resolve issues related to loan processing, disbursement, and funding.
    • Ensure a smooth and efficient funding process for both dealers and customers.
  7. Documentation and Reporting:
    • Maintain accurate records of customer interactions, training sessions, and issue resolutions.
    • Provide regular reports on customer and dealer feedback, identifying trends and areas for improvement.
  8. Continuous Improvement:
    • Actively participate in team meetings to share insights, best practices, and contribute to process improvements.
    • Stay informed about industry trends, product updates, and regulatory changes affecting home improvement loans.

Qualifications:

  • Strong communication and interpersonal skills.
  • Knowledge of finance, loans, or home improvement industry preferred.
  • Problem-solving abilities and a customer-centric mindset.
  • Detail-oriented with excellent organizational skills.
  • Ability to adapt to a dynamic and fast-paced environment.

Benefits: Joining as a Customer Support Specialist means being part of a dynamic team where your contributions truly matter. You’ll enjoy opportunities for career growth through ongoing training and development, all within a collaborative and supportive work culture. We offer competitive compensation, comprehensive benefits, and promote a healthy work-life balance, ensuring you can thrive both professionally and personally. Your role will have a direct impact on our dealers and customers, making your work meaningful and rewarding.

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Remote
Company DescriptionWe are team of financial experts that helps clients find the right type of financing solution, no matter what their financial circumstances are.
We have a passion for helping our small business clients grow, increase cash flow and have access to systems and tools usually reserved for some of the nation’s largest companies. We bring the “customer first” approach to every aspect of the Pure experience. Our motto is, “Our success is measured by the success of those we serve.”Company DescriptionWe are team of financial experts that helps clients find the right type of financing solution, no matter what their financial circumstances are.\r
We have a passion for helping our small business clients grow, increase cash flow and have access to systems and tools usually reserved for some of the nation’s largest companies. We bring the “customer first” approach to every aspect of the Pure experience. Our motto is, “Our success is measured by the success of those we serve.”