Customer Service Representative

4 weeks ago

Charlotte, North Carolina, United States Pinnacle Group Full time

Job Title: Customer Service Specialist 1

Job Summary:

We are seeking a highly skilled Customer Service Specialist to join our team at Pinnacle Group. As a Customer Service Specialist, you will be responsible for providing exceptional customer service to internal and external clients, ensuring timely and accurate resolution of issues, and maintaining a high level of customer satisfaction.

Responsibilities:

* Participate in or provide support for low complexity initiatives within Customer Service
* Review basic or tactical issues, policies, or procedures for which answers can be quickly obtained related to low-risk tasks and deliverables with narrower impact in Customer Service
* Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of function, policies, procedures, and compliance requirements
* Provide information to client personnel in Customer Service

Requirements:

* 6 plus months of Customer Service, Financial Services, or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education

Note:

* Will be working with internal & external clients with ongoing systematic updates related to closing agents, insurance, state licensing, background checks, wire instructions, legal modifications, addendums, and new client onboarding
* Duties include confirmation of receipt of legal documentation, maintaining system of record to ensure accuracy and compliance at all times
* Frequent interaction with clients and closing agents via some phone and mostly email providing updates on approvals, client issues and questions
* Must be familiar with mortgage documentation including but not limited to: Automated Underwriting Feedback, 1008, Investor Locks, Notes, Deeds of Trust, Allonges, Endorsements and Riders
* Must be familiar with GSE guidelines, wholesale and residential retail processes (commercial experience also considered)
* Strong Excel skills are desired (Vlookup, data validation and review)
* Must work well in a team environment and have excellent communication

Pay Range: $21.00-$23.00

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

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