Help Desk Specialist
Core
First point of contact for business support via voice and chat channels, providing Level 1 troubleshooting for login issues, permissions, configuration questions, and connectivity problems on Lending and Servicing Platforms.
Role type
Level 1 Technical Support Specialist
Builds
Operational stability for customer-facing team members using Lending and Servicing Platforms
Domain
Financial Services / B2B Support
Deliverable
dashboards & analysis
Required skills
Problem-solving, attention to detail, multitasking, documentation, adaptability to technology changes
Preferred skills
Customer service mindset, aptitude for learning financial and technical skills
Responsibilities
Serve as first point of contact for business support via voice and chat channels; Provide general assistance and Level 1 troubleshooting for customer-facing team members; Perform level 1 troubleshooting for the enterprise for login issues, permissions, configuration questions, and connectivity problems; Use ticketing system to document reported issues, gather relevant details, and document findings clearly.
Seniority
Entry-level, individual contributor