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Loan Support Specialist

2 months ago

Charlotte, North Carolina, United States Eliassen Group Full time

About the Role:

The Eliassen Group is seeking an exceptional Loan Member Support Specialist to join our team. As a Loan Member Support Specialist, you will be the first point of contact for customers who have questions about loans and will be providing basic financial education.

Key Responsibilities:

  • Provide clear and concise explanations of financial terms and concepts to customers.
  • Ensure customers have the best interaction and act as a trusted resource for them.
  • Collaborate with team members in a supportive work environment to deliver high-quality interactions.
  • Provide basic financial education to customers and help them understand financial terms and concepts.
  • Work with customers to resolve complex customer issues and effectively manage escalations with both internal and external teams.
  • Familiarity with mortgages, credit cards, and personal loans is a plus.

Requirements:

  • 2-3 years' experience in excellent phone skills with a warm and friendly personality.
  • Hands-on experience with Salesforce, including setting up custom objects, workflows, and generating insightful reports.
  • Experience in a call center environment (inbound or outbound).
  • Ability to focus on quality interactions and build trust with members.
  • Proven experience in resolving complex customer issues and effectively managing escalations with both internal and external teams.