Customer Service Representative
1 month ago
Full Time Shift: Monday-Friday (NO weekends) various shifts between 7am - 7pm
Part Time Shift: Monday-Friday 12pm-5pm
CSR I Pay Range: $15-$18
CSR II Pay Range: $18-$20
Bonus: Monthly bonus opportunities
Enjoy our perks like:
- Free snacks in the office
- 14 paid holidays every year
- The best work culture you’ve ever known
- 3-week vacation accrual
- 401(k) + company match up to 4%
- Long Term Incentive program
- Medical, dental, and vision coverage
- Annual HSA contribution of $1,600
- Life insurance, disability, and critical illness
- Tuition reimbursement program
- Paid Parental Leave
- $2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day
- Community funds, wellness funds, and more
The Customer Service Representative II role consists of major areas of responsibilities which may include answering inbound calls, making outbound calls, responding to emails, and performing administrative projects. Inbound calls primarily consist of borrowers inquiring about the servicing of their consumer loan account. Outbound calls primarily consist of returning voice mails and calling borrowers to inform or remind them of their repayment options. The Customer Service Representative will have a high attention to detail to follow various sets of rules and regulations regarding consumer loans held across multiple Clients. Administrative responsibilities primarily include procedural tasks such as recording and tracking documents, phone call or email follow-up and special fact gathering assignments as needed.
Responsibilities:
- Perform responsibilities following standard operating procedures to meet or exceed documented service level goals.
- Have a high degree of awareness and understanding of information security.
- Answer inbound calls and reach first touch resolution on borrower questions or issues.
- Make outbound calls to respond to customer voice mails, provide loan updates, and provide options or counseling to borrowers in need of repayment assistance.
- Respond to customer emails and mail.
- Record customer interactions, open/close activities in system of record.
- Perform administrative functions such as document tracking and recording, payment tracking and recording, legal tracking and reporting, and ad-hoc projects as needed.
- Follow and understand all compliance and operational guidelines to ensure major areas of responsibilities are completed to compliance guidelines and standards.
- 2+ years call center customer service position; consumer finance or student loan experience is a plus
- Proficiency in Microsoft Outlook, Word, and Excel
- Regular and reliable attendance
- Workflow management experience
- Ability to follow documented Best Practices and Standard Operating Procedures
- Ability to communicate in a clear, concise, and professional manner
- Ability to prioritize, be organized, and manage time effectively to meet service level goals
Goal Solutions, LLC (“Goal” or the “Company”) is an innovative consumer loan servicing and asset management company providing comprehensive and customizable solutions driven by technology, analytics, and industry expertise.
Directly or through its subsidiaries, GSS Data Services, Launch Servicing (“Launch”) and Turnstile Capital Management (“TCM”), Goal provides primary servicing, asset management, collections management, direct collections, administration, and treasury services. Key markets we serve include residential solar, home improvement, student finance, and a growing number of personal loan providers. Currently Goal serves a variety of clients including hedge funds, traditional banks, ABS structures, insurance companies, investment banks, and colleges and universities with over $30B in assets under management.
Goal will continue to grow the business both organically and through acquisitions. Senior Goal leadership has been working together for over fifteen years and we pride ourselves and our work on our mission, values, culture, and service to our community. Our company is headquartered in San Diego, CA and has been named “Best Places to Work” by the San Diego Business Journal since 2015.
The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.
Equal Employment Opportunity
It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
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