Customer Solutions Specialist
Core
Support customers experiencing financial challenges by providing tailored solutions and managing accounts to achieve positive outcomes.
Role type
Customer Solutions Specialist (Mortgages)
Builds
Customer accounts and positive resolution outcomes
Domain
Financial services / Lending
Deliverable
client delivery
Required skills
problem-solving, relationship-building, communication, negotiation, assessment of customer circumstances, compliance awareness, risk management
Preferred skills
resilience, empathy, commercial awareness, proactive mindset, attention to detail
Responsibilities
Support customers experiencing financial challenges, manage customer accounts and proactive follow-up, assess customer circumstances and recommend next steps, work collaboratively with internal stakeholders, manage customer interactions in accordance with policies
Seniority
Individual Contributor