Goal Solutions · 5 hours ago
Customer Service Representative
Goal Solutions is an employee-focused company committed to fostering a supportive and inclusive workplace. They are seeking a Customer Service Representative to handle inbound and outbound calls related to consumer loan accounts, while also performing various administrative tasks.
Asset ManagementEducationFinancial Services
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
Qualification
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
Benefits
Free snacks in the office
14 paid holidays every year
3-week vacation accrual
401(k) + company match up to 4%
Medical, dental, and vision coverage
Annual HSA contribution of $1,650
Life insurance, disability, and critical illness
Tuition reimbursement program
Paid Parental Leave
$2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day
Community funds, wellness funds, and more
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.
Funding
Current Stage
Growth StageTotal Funding
$3M2022-04-14Series Unknown· $3M
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