Client Service Specialist: Lending Solutions

Moody's Investors Service; United States; Remote; USD 56,000 - 82,000; Full time

Job summary

A leading financial technology company seeks a client support professional to assist with Lending Solutions products. You will engage with clients to provide solutions, troubleshoot issues, and ensure effective use of the products. This remote role offers a unique opportunity to develop expertise in financial services while collaborating with a dynamic team.

Benefits

Health coverage

Paid leave

401(k)

Insurance

Stock purchase plan

Tuition reimbursement

Qualifications

• Strong customer service skills and analytical skills.
• Eagerness to learn and basic SQL knowledge.
• Bachelor's degree required.

Responsibilities

• Support clients in using Lending Solutions products.
• Troubleshoot platform errors and advise clients.
• Educate clients on product features and functionality.

Skills

Customer service skills

SQL knowledge

Analytical skills

Problem solving

Verbal communication

Written communication

Organizational skills

Creativity

Flexibility

Eagerness to learn

Education

Bachelor's degree

Concentration in Finance, Accounting, or Computer Science

Job description

Location(s):

• Remote - United States, US

Line Of Business: COR(COR)

Job Category:

• Sales & Marketing

Experience Level: Experienced Hire

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Skills and Competencies

*Must Reside in PST or MST Location*

• Strong customer service skills.

• An eagerness to grow and excel and be part of a dynamic multi-product team.

• Basic SQL knowledge.

• Superb analytical skills and persistence in problem solving, particularly in technical troubleshooting.

• Excellent verbal, written, and organizational skills.

• Demonstrates creativity, flexibility, enthusiasm and willingness to learn.

• Exposure to the financial industry, banking, lending, commercial real estate and/or capital markets is a plus.

Education

Bachelor's degree required; concentration in Finance, Accounting, or Computer Science is a plus

Responsibilities

In this role, you will support Moody’s Analytics clients in using our Lending Solutions products. Your tasks will include troubleshooting platform errors, configuration and data issues, advising clients on platform use, and introducing new features to enhance their lending experience. You will collaborate with client delivery and engineering teams to escalate code and configuration issues.

This role offers a chance to develop a career in financial technology services by supporting top-tier software. You will gain broad knowledge of lending, credit risk, and platform configuration, ensuring our products and models are used effectively to add value to our clients’ businesses.

• Providing conceptual solutions to a diverse client base.

• Educating clients on product features, functionality, and architecture.

• Supporting clients via web, email, and phone in a professional, courteous, and timely manner.

• Building strong working relationships with colleagues across departments.

• Giving feedback to sales and training teams about client needs and opportunities.

• Gathering and channeling client feedback on product features.

• Creating content for the client Knowledge Base.

• Managing and escalating requests while maintaining ownership of client interactions.

About the team

We operate in a fast-paced environment supporting Moody’s Lending Solutions products.

For US-based roles, the salary range is $56,300 - $81,650, depending on experience, education, skills, and location. The role includes incentive compensation and a comprehensive benefits package, including health coverage, paid leave, 401(k), insurance, stock purchase plan, and tuition reimbursement.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration regardless of race, color, sex, gender, age, religion, national origin, or other protected characteristics. Reasonable accommodations are available for individuals with disabilities or religious beliefs. For accommodation requests, email [e-mail].

For San Francisco roles, criminal history considerations are in accordance with local laws. This position may qualify as a promotional opportunity under the Colorado Equal Pay for Equal Work Act.

See our EEO policy, EEO rights, Pay Transparency, and Notice to NYC Applicants. Candidates may need to disclose securities holdings as per company policy, with employment contingent upon compliance.