Call Center Customer Service Agent
Core
First point of contact for customers with inquiries regarding solar and home improvement loans, handling payments, billing, and identity verification.
Role type
Customer service agent (call center)
Builds
Customer support for solar and home improvement loan products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Call center experience, CRM usage, multi-tasking, customer identity verification, payment/billing handling, documentation
Preferred skills
Bilingual (English/Spanish), Salesforce experience, analytical skills
Responsibilities
Answer incoming calls, assist with loan application support, handle payment and billing questions, coordinate with internal departments, follow up on interactions, document customer interactions, perform identity verifications