Client Services Representative (Bilingual/Spanish)

United Consumer Financial Services Compa; Westlake (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

United Consumer Financial Services Compa is seeking a Client Services Representative to deliver high-quality service from application submission to contract verification and funding or cancellation.

The role requires handling inbound and outbound consumer and merchant interactions with accuracy, empathy, and speed, including data entry, troubleshooting, and escalation when needed.

Qualifications

• High school diploma or GED.
• Call center/customer service experience preferred.
• Superior service skills and desire to help customers.
• Data entry accuracy 95%+.
• Spanish language fluency required.
• Post-offer background screening as permitted by law.

Responsibilities

• Process consumer loan applications from inbound calls.
• Provide auto-generated underwriting decisions to clients.
• Route to Underwriting or CSR-2 when manual review is needed.
• Assist clients with application status and portal issues.
• Verify contracts and escalate contract issues as needed.
• Ensure callbacks and follow-ups are completed as promised.

Skills

Customer service

Data entry

Call center

Communication skills

Spanish language

Education

High school diploma or GED

Tools

None

Job description

United Consumer Financial Services Compa As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.

The Client Services Representative is responsible for providing a high level of customer service to our merchants and consumers. As a Representative of UCFS your focus will be supporting transactions from application submission to loan contract verification and finally funding or cancellation. Representative must be able to assist all inbound or outbound consumer or merchant interactions respectfully and quickly by providing direct assistance as defined below or route call to appropriate Service Level Representative or other department.

Essential Duties & Responsibilities

Application Support: 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.

Loan Verification Support: Accurately and quickly verify all contracts. In the event there is an issue with agreement elevate 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 (via in bound or outbound call) by using various databases, predefined scripts, and document/update systems accordingly. Identify any potential fraudulent situations and elevate 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.

Minimum 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.

Maintain alphanumeric data entry accuracy rate of 95% or above.

Spanish language fluency required.

Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.

We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to [e-mail], and please be sure to include the title and the location of the position for which you are applying.

Welcome to the biggest small business you'll ever find.

Part of Berkshire Hathaway, Marmon is a global industrial organization made of 11 industry groups with 30K employees and $12 billion in annual revenue.

As leaders in their respective industries, our 120+ companies thrive on an independent mindset and entrepreneurial spirit.

At the same time, they benefit from being part of our industry groups-where they're able to tap into the expertise and insights of other Marmon companies.

While we're all unique, we all share a common commitment to doing things that matter, leading at every level, and winning a better way.

When you work at Marmon, you're advancing our everyday world and beyond.

Our engineering solutions help millions around the world stay connected, healthy, and safe.

Wherever you're at in your career, our people and resources will help you go further.

As you grow your skills, you can also move up and around our 120+ companies.

Work at a place you can stand behind.

We show up to win every day, uphold the highest ethical standards, and always look to put each other in the best position to win.