Credit Block Processor / Customer Success Backup

Zohorecruit; Polska; Hybrid; PLN 140,000 - 190,000; Full time

Job summary

Zohorecruit is seeking an experienced Credit Block Processor who will support day-to-day Credit Block operations and act as a Customer Success Backup during absences. You will manage unblock and lockdown tasks, client communications, and CRM documentation with a focus on accuracy and reliability.

The role requires expert English, strong communication, and the ability to work independently during US business hours, with proficient MS Office and CRM tools across teams.

Qualifications

• Excellent English communication skills (written & verbal).
• 3+ years of Customer Service experience, preferably in financial services.
• Ability to communicate with clients via phone, email, and other channels.
• Strong attention to detail and accuracy.
• Proficient in MS Office and Google Workspace; CRM experience preferred.

Responsibilities

• Perform Unblock and Lockdown tasks and related Credit Block duties.
• Handle outbound calls for unblocks, lockdowns, and other Credit Block matters.
• Manage customer inquiries via phone and email; provide timely updates.
• Maintain records and CRM documentation; support administrative tasks.
• Coordinate with internal teams and ensure data accuracy before communicating with clients.
• Serve as Customer Success Backup during absences with proactive client communication.
• Generate credit reports and other ad hoc reports; ensure CRM accuracy 95%+.
• Collaborate across Clients, Sales, Operations, and Finance to meet client expectations.

Skills

English fluency

Client-facing communication

Attention to detail

Organizational skills

Documentation skills

Time management

CRM proficiency

MS Office

Google Workspace

Tools

CRM systems

Microsoft Office

Google Workspace

Job description

Credit Block Processor / Customer Success Backup

We are looking for an experienced Credit Block Processor who will be responsible for supporting our day-to-day Credit Block operations, including unblock and lockdown processes, client communication, and related administrative tasks. This position will also serve as a backup for Customer Success when the primary Customer Success team member is unavailable, such as during scheduled leave, holidays, or other absences. During these periods, the employee will be expected to confidently manage client communications, reporting, CRM documentation, and coordination with internal teams. The ideal candidate has strong customer service experience, excellent English communication skills, high attention to detail, and the ability to work independently during US business hours.

Primary Responsibilities – Credit Block

• Perform Unblock and Lockdown processes and other related Credit Block tasks.
• Handle outbound calls related to unblocks, lockdowns, and other Credit Block matters.
• Manage customer inquiries in a timely and professional manner via phone and email.
• Provide accurate updates to clients and referral sources through phone or written communication.
• Perform general administrative tasks related to Credit Block operations.
• Maintain accurate records and documentation.
• Complete ad hoc projects and other related tasks as needed.

Customer Success Backup Responsibilities

• Maintain proactive communication with clients rather than relying solely on reactive responses.
• Conduct client calls confidently and professionally.
• Respond to client concerns and requests in a timely manner.
• Escalate complex issues with clear documentation, relevant context, and proposed solutions.

Operational Excellence & Accuracy

• Generate credit reports, data broker reports, and other ad hoc reports accurately.
• Maintain 95%+ CRM accuracy and documentation integrity.
• Verify information internally before communicating it externally to clients.
• Meet established response and resolution SLA standards.
• Maintain accurate and complete records of client interactions and updates.

Cross-Functional Coordination

• Serve as a liaison between Clients, Sales, Operations, and Finance when
• Communicate client expectations and concerns clearly across departments.
• Follow up with appropriate internal teams to help ensure client requests and issues are addressed.

Requirements

Skills & Experience Required

• Expert or near-native English fluency, both written and verbal.
• Strong professional and client-facing communication skills.
• At least 3 years of Customer Service experience, preferably within the financial services industry.
• Ability to confidently communicate with clients through phone, email, and other business communication channels.
• Strong attention to detail and accuracy.
• Ability to maintain professional tone, grammar, and communication standards.
• Strong organizational and documentation skills.
• Ability to manage multiple responsibilities and prioritize time-sensitive requests.
• Ability to work independently during US business hours.
• Proficiency in Microsoft Office Suite and Google Workspace.
• Experience working with CRM systems is preferred.
• Ability to collaborate effectively across multiple departments.

Internet

• Must be at least 25 Mbps (Both Main and Backup Internet)

PC/Laptop

Processor:

• Core i5 minimum, i7 preferred
• Solid State Drives are much faster, more reliable, and recommended over Hard Disk Drives.

Operating System:

• USB headset or headphones with microphone and noise cancellation