As a Credit9 Customer Service Representative, you are the initial point of contact for clients who now have reached the next phase of their program (the line of credit). You must have an excellent understanding of the journey the client takes before entering into a loan with the ability to clearly explain the process/terms in detail.

Responsibilities:

• Educate our clients on the company’s products and programs
• Ensure that customer inquiries are resolved promptly, professionally, and thoroughly
• Manage escalated client calls with courtesy and professionalism
• Respond to email correspondence quickly and competently
• Utilize outstanding typing skills to enter detailed notes into our system
• Request required documents from the clients based off their current employee status to be used for underwriting purposes
• Work closely with Processors and Loan Payment departments regarding loan accounts
• Review and send Final Loan documents to clients
• Work closely with the Processing Manager for better performance outcomes

Requirements:

• 1+ year of Customer Service and/or Call Center experience
• Bilingual (Spanish) required
• Passionate about helping customers achieve their financial goals
• Strong organization, time management, and multitasking skills.
• Proficiency with computers programs such as MS Office and Google Suite
• Excellent communication skills written and verbal.
• Ability to remain calm and professional when customers are stressed or upset
• Pleasant, friendly, and a team player attitude with an ability to adapt to change
• Fantastic problem-solving skills with the ability to think outside the box to get the job done
• Self-motivated desire to succeed with a proven track record of meeting and exceeding goals

Education:

• High School Diploma or equivalent required
• Bachelor’s degree preferred

Company Benefits:

• Future Career Path opportunities
• Medical, Dental, and Vision
• Pet Insurance
• Company Paid Group Life / AD&D Insurance
• 7 Paid Holidays and 2 Flex Days to use at will
• Paid Time Off
• Flexible Spending/HSA
• Employee Assistance Program (EAP)
• 401(k)/match
• Disability Insurance
• Referral Program

Other Duties:

This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned to meet the needs of the organization.

Work Authorization:

Must be able to verify identity and employment eligibility to work in the U.S.

Equal Opportunity Employer Race, Religion, Color, National Origin, Gender, Sexual Orientation, Age, Protected Veterans, Disabled

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Irvine, CA 92612: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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