Customer Experience Specialist

7 days ago

San Diego, United States Finance of America Full time

** Customer Experience Specialist**

**Job Category****:** Operations **Requisition Number****:** CUSTO003384 Showing 1 location **Job Details**

**Description**

Assists customers with questions, requests and concerns on the phone and via email. Analyzes customer information for understanding in order to be able to provide a positive customer experience. Follows Mortgage Servicing Guidelines to maintain compliance with investor, regulatory and agency rules and regulations.

**EXPECTATIONS**

* Handles incoming calls from any servicing inserts sent to HS portfolio.

* Handles incoming calls to the exclusive HomeSafe Borrower Care Line.

* Makes weekly HomeSafe Welcome Calls. Offers 10 Star Customer Service for any questions or concerns new HomeSafe borrowers may have.

* Makes proactive outbound calls to HS portfolio to make sure borrower knows Finance of America Reverse is their lender and is here to help at any time.

* Documents their conversations with borrowers accurately so that reporting can be generated.

* Provides other suggestions on how to help our HS borrowers achieve their retirement goals.

* Performs other duties as assigned.

**EDUCATION - REQUIRED**

* High School Diploma

**EXPERIENCE/SKILLS**

* Strong root cause analytical skills.

* Effective verbal and written communication skills with internal and external customers.

* Intermediate to advanced experience in Microsoft Office with strong emphasis on Excel.

* Strong professional and interpersonal communication skills both verbally and through written correspondence.

* Advanced problem solving, multi-tasking and organizational skills with strong attention to detail.

* Ability to analyze data and make recommendations on how to improve trends.

* Provide alternative solutions by utilizing research, analysis, and problem solving tools and techniques.

* Ability to work independently with minimal direction

* Ability to speak, read, and write in Spanish is a plus, but not required

**Additional Information**

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.

**Qualifications**

**Skills**

**Behaviors**

**:**

**Motivations**

**:**

**Education**

**Experience**

**Licenses & Certifications**

  • Customer Experience Specialist

    2 months ago

    San Diego, United States Epic Gardening Full time

    **Customer Experience Specialist** Remote - San Diego, CA **If this sounds like you, weve got a fantastic position available**. This is the *perfect* role for someone who wants to spend their time helping people improve their gardens, and thus their lives. Someone who has multiple years of experience in making a customers interaction memorable in every way....

  • Customer Experience Specialist

    19 hours ago

    San Diego, United States Epic Gardening Full time

    **Customer Experience Specialist** Remote - San Diego, CA **If this sounds like you, weve got a fantastic position available**. This is the *perfect* role for someone who wants to spend their time helping people improve their gardens, and thus their lives. Someone who has multiple years of experience in making a customers interaction memorable in every way....

  • Customer Experience and Retail Specialist

    2 months ago

    San Diego, United States Hawthorne Machinery Co. Full time

    Overview: **We Build Better Communities** **Be Part of the Hawthorne Difference!** Hawthorne Cat is a family-owned company that has led the equipment industry for over 60 years in the sale, rental, and servicing of construction machinery and power generation equipment for industries on which our communities depend like agriculture, construction, marine,...

  • Customer & Sales Experience Specialist

    1 week ago

    San Diego, United States Taoglas Full time

    Job Title: Customer Experience SpecialistLocation: San Diego, CAAt Taoglas we know that with the right people on board, anything is possible. The quality, integrity, and commitment of our employees have been key factors in our company’s growth. We are hiring the best people and helping them grow both professionally and personally, to ensure a bright...

  • Customer & Sales Experience Specialist

    7 days ago

    San Diego, United States Taoglas Full time

    Job Title: Customer Experience SpecialistLocation: San Diego, CAAt Taoglas we know that with the right people on board, anything is possible. The quality, integrity, and commitment of our employees have been key factors in our company’s growth. We are hiring the best people and helping them grow both professionally and personally, to ensure a bright...

  • Customer Experience and Retail Specialist

    1 month ago

    San Diego, United States Hawthorne Cat Full time

    Overview We Build Better Communities Be Part of the Hawthorne Difference! Hawthorne Cat is a family-owned company that has led the equipment industry for over 60 years in the sale, rental, and servicing of construction machinery and power generation equipment for industries on which our communities depend like agriculture, construction, marine, and...

  • Customer Experience and Retail Specialist

    3 weeks ago

    San Diego, United States Hawthorne Cat Full time

    Overview We Build Better Communities Be Part of the Hawthorne Difference! Hawthorne Cat is a family-owned company that has led the equipment industry for over 60 years in the sale, rental, and servicing of construction machinery and power generation equipment for industries on which our communities depend like agriculture, construction, marine, and...

  • Customer Experience and Retail Specialist

    1 month ago

    San Diego, United States Hawthorne Machinery Co. Full time

    Overview We Build Better Communities Be Part of the Hawthorne Difference! Hawthorne Cat is a family-owned company that has led the equipment industry for over 60 years in the sale, rental, and servicing of construction machinery and power generation equipment for industries on which our communities depend like agriculture, construction, marine, and...

  • Customer Experience and Retail Specialist

    3 weeks ago

    San Diego, United States Hawthorne Machinery Co. Full time

    Overview We Build Better Communities Be Part of the Hawthorne Difference! Hawthorne Cat is a family-owned company that has led the equipment industry for over 60 years in the sale, rental, and servicing of construction machinery and power generation equipment for industries on which our communities depend like agriculture, construction, marine, and...

  • Customer Experience and Retail Specialist

    2 weeks ago

    San Diego, United States Hawthorne Machinery Co. Full time

    Overview: We Build Better Communities Be Part of the Hawthorne Difference! Hawthorne Cat is a family-owned company that has led the equipment industry for over 60 years in the sale, rental, and servicing of construction machinery and power generation equipment for industries on which our communities depend like agriculture, construction, marine, and...

  • Customer Experience Specialist

    4 weeks ago

    San Diego, United States PROMETHEUS LABORATORIES INC Full time

    Job DescriptionJob DescriptionSUMMARYThe Reimbursement- Customer Experience Representative will report directly to the Customer Experience Supervisor while working closely with Billing, Sales and other Commercial personnel to support commercial and financial objectives through strategic and tactical activities, actively engaging with current customers, and...

  • Customer Experience Specialist

    5 days ago

    San Marcos, Texas, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Full Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) Backup childcare Tuition assistance for yourself and dependents Generous employee discount ...

  • New Car Other

    2 days ago

    San Diego, United States Sunroad Automotive Full time

    Customer Experience Specialist - Kearny Mesa Ford/KiaNon-Exempt Job Summary: The Customer Experience Specialist is responsible for providing exceptional customer service to our customers, in person or over the phone. This role will be the primary point of contact for all customer inquiries and concerns, and the specialist must direct the customer to the...

  • Customer Experience Specialist

    1 month ago

    San Francisco, United States Air Canada Full time

    Provide customer service/experience Check in Passengers, issue boarding pass, seat selection and verify immigration documentation Check in baggage - ensure Company regulations regarding size/weight are complied with collect excess charges Make reserv Customer Experience, Specialist, Passenger, Reservations, Customer Service, Operations, Retail, Airline

  • Customer Experience Specialist

    6 days ago

    San Francisco, California, United States Prime Corporate Services Full time

    Job Description Job Description Description:Your Team:This position will work directly with the Customer Experience Manager and collaborate with the Sales Department and Management TeamsPosition Summary:The ideal candidate for this position will be extremely motivated and coachable. You display a genuine desire to help clients, a willingness to learn, and...

  • Customer Experience and Sales Specialist

    2 weeks ago

    San Diego, United States Taoglas Full time

    **Main Purpose**: **Responsibilities**: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Professionally handle incoming requests from customers and ensure that issues are resolved both promptly, thoroughly, and according to procedure. - Accurately enter data for quotations, sales orders,...

  • Senior Customer Experience Specialist

    4 weeks ago

    San Diego, United States Intuit Full time

    Do you have a passion for growing new businesses and building awesome customer experiences? Intuit is disrupting in-person expert financial services with fast-growing brands like TurboTax Live and Quickbooks Live, which has created an exciting opportunity for a data-driven customer experience leader to drive business growth and enhance profitability by using...

  • Customer Experience Specialist

    4 weeks ago

    San Carlos, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Part Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...

  • Customer Experience Specialist

    4 weeks ago

    San Angelo, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Part Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...

  • Customer Experience Specialist

    21 hours ago

    San Jose, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Full Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...