Serve as the primary point of contact for inbound customer inquiries via phone, email, or chat.
Process a high volume of consumer inquiries related to client banking products and services.
Accurately document all customer interactions, case details, and resolutions in the designated CRM/ticketing system.
Sutherland is a digital transformation partner for iconic brands worldwide, unlocking new value for their business, people, and customers. It's an entry-level position responsible for providing professional, efficient, and empathetic support to banking customers.
Answer inbound customer calls and provide accurate responses.
Manage customer inquiries via the inbound email queue.
Support the Pending Lender Approvals process.
Caribou aims to provide financial freedom to its customers, allowing them to concentrate on their priorities. The company utilizes technology to connect customers with community banks and credit unions, facilitating a quick process.
Respond to customer inquiries via phone, email, chat, and social media in a timely and professional manner
Resolve customer issues and complaints with patience and empathy, working toward mutually beneficial solutions
Document customer interactions accurately in the CRM system and maintain detailed records of all transactions
LesBaird Consulting LLC provides professional support services to businesses seeking to improve efficiency, streamline operations, and achieve sustainable growth. The company delivers tailored solutions that align with each client’s unique goals and organizational needs.
Handle high-volume inbound and outbound calls to support student inquiries.
Respond to student questions and assess financial status.
Document all interactions promptly and accurately, ensuring timely notifications to the appropriate Financial Aid personnel.
Universal Technical Institute has 60 years of experience and is trusted by 35+ industry-leading brands, 16 campuses, and 16 technical programs. They care about making a change in the lives of their employees and students, expanding reach and increasing impact, one life at a time.
Respond to client calls using CRM software, addressing concerns with empathy.
Resolve complex financial situations with subject matter knowledge, documenting discussions.
Present settlement proposals to clients and guide them toward their financial goals.
National Debt Relief, founded in 2009, aims to help consumers deal with overwhelming debt, establishing itself as a trusted debt relief provider. With a team-oriented environment, they focus on employee success and growth through mentorship and leadership programs.
Handle maintenance, collection and liquidation activities for an assigned portfolio of accounts.
Handle a variety of customer inquiries, analyze payment history/notes, and communicate statuses to customers.
Maintain accurate records of customer interactions, including any issues that arise and their resolution.
Sutherland is a digital transformation company that helps customers globally achieve greater agility and transform automated customer experiences. They are Great Place to Work certified and have been in business for over 35 years, working with some of the world’s most known brands.
Handle inbound calls and chats, averaging 30–35 interactions daily.
Provide single call resolution and escalate issues effectively.
Maintain customer records in Salesforce.com.
Ferguson provides quality supplies for various industries since 1953. As a Fortune 500 company with approximately 36,000 associates across 1,700 locations, they aim to simplify complex projects for customers and promote a culture of growth and service.
Manage inbound customer calls, providing expert guidance through the loan application process.
Make outbound calls to customers to encourage the completion of loan applications as necessary.
Deliver exceptional customer service through clear, professional, and effective verbal and written communication.
Enova International is a leading financial technology company that provides online financial services through their AI and machine learning-powered Colossus™ platform. They serve non-prime consumers and businesses alike, while offering world-class technology and services to traditional banks—in order to create accessible credit for millions, and they maintain an environment of inclusion and culture where their employees can thrive.
Aven is reinventing the credit card with its asset-securing platform, offering lower APRs. They are backed by notable investors and combine technology and finance expertise to create an efficient product experience.
Provide clear, kind, and empathetic answers to customer requests via email, chat, and phones.
Understand core functions of assigned products and meet or exceed production targets set by manager.
Contribute to documentation improvements by suggesting edits or additions, modeling company and team values.
Planning Center, established in 2006, supports over 90,000 churches worldwide, offering web and mobile products to facilitate communication, organization, and event coordination. Being an independent and debt-free company, they foster a remote work environment with tools like Asana, Slack, Notion, and Zoom, gathering thrice annually in Carlsbad, CA to strengthen team relations.
Provide operational oversight of outsourced Customer Service operations.
Oversee internal Customer Service operations.
Manage all executive-level escalations across the Servicing organization.
GoodLeap is a technology company that delivers financing and software for sustainable solutions. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology. Thousands of professionals rely on GoodLeap’s AI-powered applications and developer tools to drive more transparent customer communication and streamlined payment and operations.
Provide world-class customer service through performing complex Member Services functions.
Maintain compliance with Federal and State regulations, NACHA rules, and Webster/HSA Bank policies.
Meet/exceed individual performance goals, service level objectives, and demonstrate operational excellence.
Webster Financial Corporation is committed to putting people first, by helping individuals, families, and businesses achieve their financial goals. As a commercial bank founded in 1935, they value integrity, collaboration, accountability, agility, respect, and excellence.
Process internal departments’ requests for information and research from clients and customers
Collaborate with internal teams on behalf of the Default Operations team
Research issues and questions by contacting law firms, county offices, and supporting vendors to obtain information for resolution
LoanCare is a leading full-service mortgage loan subservicer, delivering excellence to banks, credit unions, independent mortgage companies, investors, and homeowners. They subservice over 1.8 million loans and have a seasoned loan servicing team with senior managers averaging nearly 30 years of experience.
Engage with customers on the phone to build lasting relationships.
Ensure customer needs are understood and expectations exceeded.
Improve customer support policies by offering feedback and solutions.
Brunt is redefining the workwear category, engineering better boots and apparel for tradespeople by working directly with them. The team is devoted to improving old workwear standards and creating a community for tradespeople.
Coordinate & Communicate: Act as a primary point of contact for client inquiries.
Data Integrity: Manage and audit client accounts with a high degree of accuracy.
Administrative Support: Assist leadership with report generation, document management, and ensuring compliance across multiple digital platforms.
Sentry Credit provides collections operations services. They focus on ensuring precision and high standards for compliance in a fast-paced environment.
Respond to customer inquiries in a timely and accurate manner.
Troubleshoot login issues, account access problems, and subscription questions.
Clearly explain app functionality in a way that is easy for non-technical users to understand.
Huckleberry builds life-changing products and experiences that help all families unlock everyday magic. More than 5 million families trust Huckleberry and their app to be their partner through parenthood; they are growing quickly and expanding their product offerings to help every family thrive.
Providing best-in-class customer care by resolving escalated customer concerns in real-time.
Effectively managing customer objections and offering knowledgeable product support.
Taking initiative and ownership over the customer experience and facilitating smooth resolutions.
Resident creates a house of brands that focuses on quality materials, timeless style, and comfort. Since its founding in 2017, Resident has become one of the fastest-growing, scaled, and profitable omnichannel retailers in North America.
Maintain regulatory compliance and prevent losses to members and credit union.
Perform primary telephone support and assist members and employees through all support channels.
Solve practical problems and deal with a variety of situations exercising flexibility and sound judgment.
STCU is a top-performing credit union that emphasizes serving others and lifelong learning. They value employees who are committed, fun-loving, and want to make a difference in members’ lives, with core values including joyfulness, generosity, and belonging.
Manage a caseload of in-progress applications through the underwriting process
Coordinate and follow up on medical exam bookings with vendors and clients
Handle inbound calls and respond to client emails
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture, attracting top talent from across Canada, with employees who are ambitious, yet humble.