Consultant & Customer Support Specialist supporting Sales Department and Customer Support. Handling inquiries, training staff, and performing data entry in a hybrid work environment.
Responsibilities
Provides operational support for the Sales Department and Customer Support for the Company.
Acts as first point of contact for incoming phone calls, emails, mail, and visitors to the Company.
Provides support to internal staff and customers as the first line of support for email and phone calls.
Completes data entry for evaluation loans and other sales-related programs.
Assists with training of new department employees and new consultant orientation.
Assists management with special projects as requested.
Remains current on Company policies, procedures, products, and service offerings.
Develops and maintains department work instructions.
Acts as front-line response to Fire Alarm Emergencies and protocols.
Requirements
High School diploma or equivalent is required.
Minimum of two years of customer service experience is required.
Clerical/administrative experience is preferred.
Detail-oriented with the ability to consistently follow-through on tasks.
Excellent organizational skills with the ability to prioritize and coordinate multiple tasks.
Proficient with Microsoft Office software and data entry.
Maintains confidentiality.
Ability to communicate effectively and professionally in verbal and written forms.
Comfortable asking questions to seek understanding, especially related to company services/ products.
Bilingual Spanish speaker preferred, but not required.
Flexible and able to adapt to changing circumstances along with the ability to problem solve, work under pressure, and meet deadlines.
Highly motivated when working independently and as part of a team.
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