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- Responds to first-level support questions from customers.
- Answers calls and provides necessary support to and the assurance that they will be served by knowledgeable mortgage specialists.
- Applies and leverages technology systems to consistently follow up and document problem resolutions.
- Maintains customer records and updates customer account information.
- Resolves customer service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting the correction or adjustment; and following up to ensure resolution.
- Communicates with and serves customers via phone, email, and letter.
- Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
- Performs related responsibilities as required or assigned.
- Proficiency in the use of Microsoft Word and Microsoft Excel.
- Proven problem solving capabilities.
- Ability to work in a team environment.
- Organized, task oriented and attentive to detail.
- High School Diploma.
- At least 1 years of related customer service experience.
- Prefer related experience in a call center environment.
- Prefer related experience in mortgage banking.
Customer Service Specialist - Bixby, United States - Gateway First Bank
Description
Customer Service SpecialistJOB SUMMARY:
Responsible for identifying customer service issues and resolving them, providing operational feedback to identify root causes of problems/issues, and eliminating the need for call escalation.
Requirements
Customer Service Specialist
REQUIRED QUALIFICATIONS:
Knowledge/Skills/Abilities
SPECIAL JOB DIMENSIONS:
Work involves spending 70% of the time answering customer calls resolving issues completely to ensure one call resolution.