Customer Success Specialist
Benefits
Unlimited PTO
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Customer Support & Complaint Handling:
- Answer inbound customer calls from the customer call queue.
- Maintain detailed notes of customer interactions in internal systems.
- Appropriately escalate customer complaints received via inbound channels.
Email Queue Management:
- Monitor and manage customer inquiries via the inbound email queue.
- Respond promptly and professionally to all emails, notating customer interactions in internal systems.
- Triage third-party emails and route them to the appropriate departments or personnel.
Pending Lender Approval Assistance:
- Support the Pending Lender Approvals and Lender Needs More Information process by reaching out to customers regarding lender requests.
- Review customer-submitted documents to ensure they meet lender requirements.
- Gather and verify any missing information on applications that could delay a decision.
Caribou
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.