Bilingual Client Services Specialist (Spanish)

Marmon Holdings, Inc.; United States; Remote; USD 36,000 - 54,000; Full time

Job summary

United Consumer Financial Services Compa is part of Marmon Holdings, a Berkshire Hathaway-backed global industrial organization. The Client Services Representative role focuses on supporting transactions from application submission to loan verification and funding or cancellation.

Responsibilities include entering loan data, generating underwriting decisions, escalating for manual reviews, and assisting clients via UCFS Application Portal.

Qualifications

• High school diploma or GED.
• Call center/customer service experience a plus.
• Superior service skills and desire to help our customers.
• Experienced data entry and testing may be required.
• Spanish language fluency required.

Responsibilities

• Accurately and quickly enter and process consumer’s loan application information from inbound calls generated by Client’s Sales Representatives.
• Provide Client’s with auto generated decision responses regarding application from Underwriting (Approved or Declined) decision responses with confidence and clarity.
• In the event the loan application requires a manual review and decision by Underwriting, transfer call to Underwriting or as directed by CSR – 2 or Supervisor.
• Re-contact Client’s as needed to aid with application or status of Underwriting decision.
• Provide troubleshooting support for Client’s using UCFS Application Portal.
• Provide immediate escalation of issues that prevent you or Client from completing Application in a quick and efficient manner.
• Accurately and quickly verify all contracts. In the event there is an issue with agreement escalate to CSR-2 or Supervisor ASAP.
• Proficient in indexing all inbound documents located in the document coordinator tile in System.
• Accurately and quickly verify contract obligations with consumer by using various databases, predefined scripts, and document/update systems accordingly.
• Identify any potential fraudulent situations and escalate Consumer and/or Client Sales issues with Application or Contract processing to a CSR-2 or Supervisor.
• Ensure all Scheduled call backs to clients or merchants are completed as promised.
• Follow communication procedures, departmental policies, and compliance requirements.
• Maintain excellent internal communication within and among department(s).
• Use feedback provided by others to improve performance.

Skills

Data entry

Call center

Customer service

Spanish fluency

Escalation management

Education

High school diploma or GED

Tools

CRM systems

Document management

Job description

United Consumer Financial Services Compa is part of Marmon Holdings, a Berkshire Hathaway-backed global industrial organization. The Client Services Representative role focuses on supporting transactions from application submission to loan verification and funding or cancellation.

Responsibilities include entering loan data, generating underwriting decisions, escalating for manual reviews, and assisting clients via UCFS Application Portal.