Customer Service Associate

Summary by MCAJobBoard

Role type

Collections

Experience asked

3+ years

Customer Service Associate

The employer is a National, innovative, financial services company headquartered in the Portland Metro area. The employer offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join our team as a Customer Service Associate. This role presents a unique opportunity to gain a comprehensive understanding of all facets of our company. The ideal candidate will be driven to advance their career within the leasing industry and should possess outstanding communication and problem-solving skills..
The employer has been named one of the top 5 fastest-growing companies in the Greater Northwest and best place to work recipient for the last 3 years. The employer offers strong benefits and is committed to leveraging technology while enabling our employees to grow in a high-performance environment

Job Duties/Responsibilities

• Develop a good understanding of our financial services to effectively assist clients and provide accurate information.
• Process account updates and service requests, including changes to contact, banking, and billing information.
• Prepare and send invoices, payoff quotes, and account statements at customer request.
• Assist customers with disputes and inquiries and reconciling payment history.
• Servicing accounts by investigating problems and finding resolutions regarding payments and customer service concerns.
• Use sound judgment to review customer accounts and determine the appropriate resolution or escalation path.
• Problem resolution, investigating and resolving client concerns, complaints, or issues promptly and effectively, ensuring client satisfaction.
• Maintain detailed and accurate records of client interactions, transactions, and resolutions.
• Answer inbound calls promptly and professionally, and resolve customer questions efficiently.
• Prepare and send invoices, payoff quotes, and account statements at customer request.

Characteristics

• Strong analytical and problem-solving skills
• Positive, customer service-oriented attitude
• Ability to thrive in a fast-paced environment
• Ability to adapt to new situations and implement developed skills

Experience Requirements

• 3+ years of customer service experience
• Proficiency in basic mathematics
• Proficiency in the Microsoft Office suite (Excel, Word, Outlook)
• Experience in financial services, billing, or account support (preferred)

Salary Range: $42k - 52k

Operations: Lake Oswego, OR: Share on