Customer Service Specialist (Remote)

Responsibilities: Serve as the primary point of contact for small business clients, providing information on loan products and guiding them through the application process. Resolve customer issues professionally while maintaining accurate interaction records and collaborating with internal lending specialists.

Requirements: Requires proven experience in customer-facing roles with exceptional communication skills and digital literacy. Previous experience in financial services or lending and familiarity with CRM software are highly desirable.

Key skills: Customer Service, Client Relationship Management, Verbal Communication, Written Communication, Problem Solving, Empathy, Time Management, Digital Literacy, Financial Services Knowledge, CRM Software

Keywords: Customer Service, Small Business Lending, Financial Services, CRM, Loan Products, Client Support, Remote Work, Digital Literacy, Customer Experience, US-Based Team