Chat Representative
Core
Assist customers via live chat by answering questions, providing loan product information, and guiding applicants through the loan process.
Role type
Customer support chat representative (financial services)
Builds
Customer support interactions for loan applicants and existing customers
Domain
Financial services / Lending
Deliverable
client delivery
Required skills
written communication, multitasking, problem-solving, attention to detail, CRM proficiency, basic computer skills
Preferred skills
financial services experience, loan terminology knowledge, handling sensitive information, organizational skills
Responsibilities
Respond to customer inquiries via live chat, provide loan product and eligibility information, assist with loan applications, verify customer information, troubleshoot basic issues, maintain CRM records, meet performance metrics
Seniority
Individual contributor, entry to mid-level