Client Services Associate enhancing new and existing client relationships in mortgage services. Resolving client inquiries and providing product information with a focus on quality service in a fast paced environment.
Responsibilities
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring that key information and documentation remains current
Answer phones and respond to customer requests
Identify, research, and resolve customer issues using the computer system
Manage and maintain order pipeline
Track and place customer inquiries in the computer system
Make outbound phone calls as needed to resolve client inquiries and drive pipeline performance
Provide customers with product and service information
Requirements
High school diploma or equivalent
Quality customer service skills
Basic reading, writing, and arithmetic skills required
Computer literate with the ability to learn customer service software applications
Professional verbal and written communication skills and the ability to type 30 wpm
Ability to maintain a positive and professional business relationship with clients and internal staff
Proficient in Microsoft Suite, including Office, Teams, and Excel
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