Customer Service Specialist
Core
Process customer refunds, payouts, and account adjustments; manage loan discharges and settlement administration; investigate transaction discrepancies and support consumer credit reporting activities.
Role type
operational customer service specialist (mortgages)
Builds
accurate loan servicing and payment operations for non-bank lenders
Domain
financial services / lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
transaction processing, loan discharge management, discrepancy investigation, regulatory compliance, record keeping, stakeholder communication, priority management
Preferred skills
financial services experience, credit reporting knowledge, complex process navigation
Responsibilities
Process customer refunds, payouts, BPAY transactions and account adjustments; Manage loan discharge requests, settlement administration and operational payment activities; Investigate transaction discrepancies, unallocated funds and payment allocation issues; Respond to customer, solicitor, government and third-party information requests; Support Consumer Credit Reporting (CCR) activities, including corrections, disputes and bureau reporting matters; Maintain accurate records and ensure compliance with privacy, regulatory and business requirements
Seniority
Individual Contributor, operational level