Job Description
We are looking for a detail-oriented and customer-focused Customer Service Representative to join our financial services team. The primary responsibility of this role is to assist potential clients via phone and online channels by pre-qualifying them for loans. You will play a key role in guiding applicants through the process and ensuring a seamless customer experience.
Key Responsibilities:
Customer Engagement:
● Manage high-volume inbound and outbound calls in a professional and courteous manner.
● Educate potential customers on loan products, eligibility, and the application process.
● Build strong rapport and trust with customers.
Loan Pre-qualification:
● Collect and verify applicant information (e.g., income, employment status).
● Use internal systems t...
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