Chat Representative

Source Funding; Town of Florida (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Paid training

Career growth opportunities

Collaborative work environment

Job summary

Source Funding in the United States is seeking a customer-focused Chat Representative to assist clients via live chat, answer questions about loan products and services, and guide applicants through the loan process. The role emphasizes accurate written communication, multitasking in a fast-paced environment, and a commitment to confidentiality.

You will maintain CRM records, meet performance metrics, and stay informed on company policies and regulatory requirements.

Qualifications

• Minimum high school diploma; higher education preferred.
• Experience in customer service, live chat, call center, or financial services is an advantage.
• Excellent written communication, grammar, and typing skills.
• Strong problem-solving and attention to detail.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Respond promptly and professionally to customer inquiries via live chat.
• Provide information about loan products, eligibility, application procedures, and repayment options.
• Assist customers with completing loan applications and resolving account questions.
• Verify customer information while maintaining confidentiality and compliance with company policies.
• Troubleshoot basic customer issues and escalate complex concerns to the appropriate department.
• Maintain accurate records of customer interactions in the CRM system.
• Meet established performance metrics, including response time, customer satisfaction, and quality standards.
• Stay up to date on company policies, products, and regulatory requirements.

Skills

Written communication

Multitasking

Customer service

CRM software

Typing

Attention to detail

Professional empathy

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

CRM software

Live chat software

Job description

We are seeking a customer-focused and detail-oriented Chat Representative to join our team. In this role, you will assist customers through live chat by answering questions, providing information about loan products and services, guiding applicants through the loan process, and delivering exceptional customer support. The ideal candidate has strong written communication skills, can multitask effectively, and is committed to providing accurate and timely assistance.

Key Responsibilities:

• Respond promptly and professionally to customer inquiries via live chat.
• Provide information about loan products, eligibility requirements, application procedures, and repayment options.
• Assist customers with completing loan applications and resolving account-related questions.
• Verify customer information while maintaining confidentiality and compliance with company policies.
• Troubleshoot basic customer issues and elevate complex concerns to the appropriate department.
• Maintain accurate records of customer interactions in the company's CRM system.
• Meet established performance metrics, including response time, customer satisfaction, and quality standards.
• Stay up to date on company policies, products, and regulatory requirements.

Qualifications:

• High school diploma or equivalent (associate's or bachelor's degree preferred).
• Previous experience in customer service, live chat support, call center, or financial services is an advantage.
• Excellent written communication, grammar, and typing skills.
• Strong problem-solving abilities and attention to detail.
• Ability to work in a fast-paced environment and manage multiple conversations simultaneously.
• Basic computer proficiency and experience with CRM or chat software.
• Professional, empathetic, and customer-focused attitude.

Preferred Skills:

• Experience in the lending, banking, or financial services industry.
• Knowledge of loan terminology and application processes.
• Ability to handle sensitive customer information with discretion.
• Strong organizational and time management skills.

What We Offer:

• Competitive salary
• Performance-based incentives
• Paid training
• Opportunities for career growth and advancement
• Supportive and collaborative work environment