Service Excellence Associate

2 months ago


Huntington Beach, California, United States Summit Lending Full time
Position Overview

We are on the lookout for a friendly and engaging Customer Service Agent to join our team at Summit Lending. This role offers a fantastic opportunity to connect with diverse individuals, resolve challenging issues, and enhance the overall customer experience.

Compensation:
$40,000 - $60,000 annually

Key Responsibilities
  • Utilize customer interaction scripts to navigate complex situations and escalate to a supervisor when necessary.
  • Manage customer accounts and ensure they are updated with the latest information.
  • Respond to incoming customer inquiries regarding products, services, and general concerns.
  • Document customer interactions and follow up to ensure satisfaction with our services.
  • Identify recurring customer challenges and communicate them to the team for resolution.
  • Generate quality leads for the sales team, aiming for 15+ per week.
  • Meet and strive to exceed sales performance targets.
  • Prepare for NMLS certification.
Qualifications
  • Previous experience in a customer-focused environment.
  • High school diploma, G.E.D., or equivalent qualification.
  • Exhibit strong communication, active listening, and interpersonal skills.
About Summit Lending

At Summit Lending, we pride ourselves on being more than just a workplace; we are a community. Joining our team means becoming part of a supportive family where every member is valued.

Our Core Values guide our operations:

  • Experience is Everything: We are dedicated to providing outstanding service to each client.
  • Relationships, Not Transactions: We focus on fostering enduring connections with clients and colleagues.
  • Get Better Every Day: We are committed to ongoing improvement.
  • Own The Moment: We embrace opportunities and take accountability for our actions.
  • It's All About People: We recognize the worth of every individual we engage with.

If you are seeking a fulfilling career where you can grow, be supported, and become part of a family, Summit Lending is the ideal place for you.



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