Client Services Representative (Bilingual/Spanish)

United Consumer Financial Services; Westlake (OH); On-site; USD 21,000 - 30,000; Full time

Job summary

United Consumer Financial Services is seeking a Client Services Representative to deliver high-level customer service to merchants and consumers. You will support transactions from application submission to loan contract verification and funding or cancellation.

Responsibilities include processing loan applications, providing auto-generated underwriting decisions, escalating when needed, and ensuring timely follow-up with clients and departments.

Qualifications

• High school diploma or GED required.
• Call center or customer service experience is a plus.
• Fluency in Spanish required.
• Strong data entry accuracy (95%+) may be required.

Responsibilities

• Enter and process loan applications from inbound calls accurately and quickly.
• Provide generated decision responses from underwriting (Approved/Declined).
• Escalate to Underwriting or Supervisor when manual review is needed.
• Re-contact clients to assist with application status or underwriting decisions.
• Troubleshoot issues with the UCFS Application Portal.
• Escalate issues that prevent completing applications promptly.

Skills

Spanish language fluency

Call center experience

Data entry

Education

High school diploma or GED

Tools

UCFS Application Portal

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.

Application Support

Essential Duties & 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.

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.