Associate - Operations
Core
Single point of entry for handling customer service cases related to credit, underwriting, launch activities, invoice management, cash application, and system governance.
Role type
Associate - Operations (Customer Service)
Builds
Customer support workflows for credit lines, onboarding, billing, and account management.
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
case routing, escalation management, invoice processing, dispute handling, account changes, system issue logging, multi-tasking, time management, typing
Preferred skills
English B2 proficiency
Responsibilities
Receiving and logging all requests, routing cases to appropriate entities per SLAs, escalating issues per procedures, providing customer service support for credit and underwriting activities, supporting launch activities including onboarding and validation calls, managing invoice authorizations and billing, handling disputes and account changes, supporting cash application and A/R management, addressing system issues and spam notices.
