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Goal Solutions · 11 hours ago

Customer Service Representative I

Sioux Falls,SD,US

Full-time

Onsite

Entry Level

2+ years exp

Goal Solutions is seeking a Customer Service Representative I to manage inbound and outbound communication with borrowers regarding their consumer loan accounts. The role involves answering calls, responding to emails, and performing administrative tasks to ensure compliance with service level goals and operational guidelines.

Asset ManagementEducationFinancial Services

Growth Opportunities

Responsibilities

Perform responsibilities following standard operating procedures to meet or exceed documented service level goals

Have a high degree of awareness and understanding of information security

Answer inbound calls and reach first touch resolution on borrower questions or issues

Make outbound calls to respond to customer voice mails, provide loan updates, and provide options or counseling to borrowers in need of repayment assistance

Respond to customer emails and mail

Record customer interactions, open/close activities in system of record

Perform administrative functions such as document tracking and recording, payment tracking and recording, legal tracking and reporting, and ad-hoc projects as needed

Follow and understand all compliance and operational guidelines to ensure major areas of responsibilities are completed to compliance guidelines and standards

Regular and punctual attendance

Answer customer inquiries

Adhere to policies and procedures

Complaint resolution that aligns with Goal’s core values

Customer retention and relationship building

Documentation and data entry

Ability to stand / sit for extended hours of time

Ability to remain at workstation for long periods of time

Ability to work in an environment with a moderate to loud noise level

Heavy keyboard/mouse usage required with repetitive movements

Qualification

Customer serviceMicrosoft OutlookMicrosoft WordMicrosoft ExcelWorkflow managementConsumer finance experienceLeadership skillsTeam player attitudeAttention to detailTime management

Required

2+ years call center customer service or retail customer service position

Proficiency in Microsoft Outlook, Word, and Excel

Workflow management experience

Ability to follow documented Best Practices and Standard Operating Procedures

Ability to communicate in a clear, concise, and professional manner

Ability to prioritize, be organized, and manage time effectively to meet service level goals

Preferred

Consumer finance or student loan experience

An eagerness to learn and grow your leadership skills

A drive to succeed, a sense of urgency, and a passion for your work

An all-around team player attitude

Company

Goal Solutions

Goal Solutions is an innovative financial services company delivering comprehensive and customizable Primary and Backup Servicing, Asset Management, and SPV Administration solutions.

Founded in 2008

San Diego, California, USA

201-500 employees