Client Service Specialist AZ

2 weeks ago


Tucson, United States Grand Pacific Resorts Full time

Job DetailsJob LocationAdvanced Financial Company AZ - Tucson, AZPosition TypeFull TimeSalary Range$18.00 - $20.00 HourlyDescriptionPosition is primarily responsible for receiving and responding to customer inquiries by phone and email. Processing ACH payments setups and cancellations for customer accounts. Assisting customers with logging onto the payment portal, calculating loan payments, sending mail correspondence. The Client Services Specialist will be competent in prioritizing, multi-tasking, self-motivated and trustworthy. ESSENTIAL FUNCTIONSAverage Percent of Time (Must add up to 100%)75% Answering and responding to customers by phone and email15% Processing customer requests by email or mail5% Special projects during slower call volume times5% Working directly with Client Services ManagerSPECIFIC DUTIES AND RESPONSIBILITIESAnswering Phones and Emails:Reply to questions/concernsLook up account informationSet up and expire ACH paymentsCalculate payment amountsRequest payment and fee adjustmentsUpload correspondence and documents in NLSSend correspondence and documents by email and mailDocument in detail and accuracy all customer interactions in NLSClient interactions by phone and email Submit tickets to other departments for account corrections and/or adjustments or doc requestMeet and/or exceed phone performance standards and requirementsAccount follow up as neededMinimum average of 50 customer interactions per dayIn addition to performance of the essential functions, this position may be required to perform a combination of the following supportive functions.Special projectsAssimilate into the Advanced Financial Company Commitment to Excellence culture through understanding, supporting and participating in all elements of Commitment to Excellence. Demonstrate working knowledge of the service standards.Regular attendance in conformance with the standards, which may be established by Advanced Financial Company from time to time, is essential to the successful performance of this position. QualificationsThe individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he or she can perform the essential functions of the job, with or without reasonable accommodation.Must have great communication skills and enjoy helping peoplePrior customer service and/or call center experience taking inbound calls from customers a plusExperience in banking, loans or mortgage a plusEnjoys answering customer questions and finding them solutionsGood computer skillsAbility to learn quickly and multitask Punctuality and good attendance are a mustFlexibility on scheduleBilingual in Spanish a plusQUALIFICATION STANDARDSBilingual in Spanish a plusEDUCATION High School graduate or equivalent requiredEXPERIENCEMinimum one year of customer service and/or call center environmentExperience in banking, loans or mortgage a plusBilingual in Spanish a plus



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