Fintech Customer Service Specialist
3 weeks ago
About the Role:
We are seeking a detail-oriented Customer Service Representative to join our team at Upgrade, Inc. As a key member of our customer service team, you will be responsible for assisting our customers over the phone with the loan application process from start to finish. This includes reviewing financial and identifying documents, gathering additional documents, and following up with applicants to verify financial information to recommend a decision for the loan application.
Key Responsibilities:
Provide excellent customer service to inbound and outbound calls, totaling 100+ calls per day
Answer continuous inbound calls in the following departments: Customer Service, Application by Phone, and Verifications
Be an expert on our products and processes
Adapt to changing policy and procedures on a constant basis while maintaining high quality to your work
Review financial documents submitted by the borrower
Verify and calculate customer income
Detect suspicious and fraudulent loan applications
Meet and/or exceed production, quality, and customer service goals
Requirements:
1+ years of customer service experience required
6+ months of high volume call center experience required
High school diploma or equivalent
Team oriented mindset
Attention to detail
Excellent verbal and written communication skills
Ability to multitask
Strong problem solving and analytical skills
Ability to thrive in a changing and fast-paced environment
Proficiency with Excel, Word, and Outlook
Reliability and people-oriented approach in your work ethic
What We Offer:
Great open office space
Paid time off (PTO)
401K matching
Comprehensive benefits package: Medical, dental, vision, life insurance & disability
Conveniently located in the heart of Downtown Phoenix close to light rail and public transportation
Paid parking or platinum pass
New Hire Training Program
Wellness Incentive Program
Kitchen fully stocked with snacks and beverages
Equal Opportunity Employer:
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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