Customer Service Associate

ROCS
Reston, VA Full Time
POSTED ON 5/4/2023 CLOSED ON 12/15/2023

What are the responsibilities and job description for the Customer Service Associate position at ROCS?

Why You Want To Work Here:

We are a small but growing financial lending institution who helps businesses throughout the country secure loans for necessary business equipment purchases or leases. In this position you’ll be our go-to customer support expert helping with all aspects of providing our customers with the best possible experience working with us. You’ll be able to learn, grown, and feel proud of the work you do each and every day.

Responsibilities of the Customer Service Associate:

  • Deliver exceptional customer experience to our borrowers via phone calls and email support, with prompt follow up and quality interactions
  • Build positive relationships with borrowers as you assist them on a variety of topics including payment history and payoff requests, account charges and payment breakdowns, updates to borrower information, Insurance policy questions and updates, and document requests
  • Evaluate received documents to ensure information is complete and accurate, update relevant information in borrower accounts, and maintain account records in both hard and soft copy locations as needed
  • Prepare monthly invoices
  • Manage insurance inbox daily, requesting corrected documentation and explaining requirements
  • Handle all insurance related phone calls in the customer service line
  • Manage total loss process by coordinating with borrower and insurance company to obtain payoff and release title
  • Process titles to customer, insurance company or new buyer at the end of the month for all paid off loans

Requirements of the Responsibilities of the Customer Service Associate:

  • Bachelor’s degree or equivalent experience
  • Proven ability to deliver excellent customer service and build relationships both internally and externally
  • Self-motivated and highly driven to achieve results in a timely manner
  • Demonstrated ability to multi-task while maintaining organization and attention to detail
  • Exceptional verbal and written communication skills combined with experience collaborating with various internal and external stakeholders
  • Proficient in Microsoft Outlook and Microsoft Office products (Excel, Word, Etc)

#NOTGAJOB

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Weekly day range:

  • Monday to Friday

Ability to commute/relocate:

  • Reston, VA: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Customer service: 2 years (Preferred)

Work Location: In person

Salary : $50,000 - $60,000

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