Client Support Specialist

MeridianLink; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Ongoing development

Access to executives

Health lifestyle

Celebrations

Community partnering

Job summary

MeridianLink, Inc. is seeking a Client Support Specialist II to act as the first line of defense in resolving customer issues for MeridianLink mortgage.

You will respond to client communications, document interactions, provide updates on ongoing resolutions, and escalate when needed. Coordinate with internal departments to resolve client issues, exercise judgment, and mentor Client Support Specialist I associates.

Qualifications

• Self-motivated, highly organized with strong attention to detail.
• Solid interpersonal, written, and verbal communication skills.
• Prior Technical Support and/or Customer Service experience required.
• Familiarity with credit application, loan, underwriting, and credit scoring processes a plus.

Responsibilities

• The Client Support Specialist II serves as the first line of defense in resolving customer issues and addressing inquiries for MeridianLink mortgage.
• Responds to incoming client communications, documents interactions in case management systems, provides updates on ongoing resolutions, and escalates issues to appropriate departments when necessary.
• Coordinate with internal departments to resolve client issues and follow through until completion.
• Handle inquiries using judgment and basic decision-making authority to resolve customer concerns.
• Assist in developing support delivery strategies, escalation procedures, and training while mentoring Client Support Specialist I associates.
• Provide information about products and services, answer questions, and resolve client issues.
• Complete activities supporting implementation of procedures.
• Ensure inquiries are properly followed up on and resolved.
• May fill in for a supervisor during staff or customer meetings.

Education

Bachelor’s degree from an accredited college/university in a software-related field or equivalent technical experience

Job description

• The Client Support Specialist II serves as the first line of defense in resolving customer issues and addressing inquiries for MeridianLink mortgage.
• The role responds to incoming client communications, documents interactions in case management systems, provides updates on ongoing resolutions, and resolves inquiries through established methods. When issues cannot be resolved directly, they are escalated to the appropriate departments
• Coordinate with internal departments to resolve client issues and follow through until completion
• Handle inquiries using judgment and basic decision-making authority to resolve customer concerns
• Assist in developing support delivery strategies, escalation procedures, and training while mentoring Client Support Specialist I associates
• Provide information about products and services, answer questions, and resolve client issues
• Complete activities supporting implementation of procedures
• Ensure inquiries are properly followed up on and resolved
• May fill in for a supervisor during staff or customer meetings

Benefits

• Ongoing development: Continuous learning is essential to growth, and we’re committed to helping our employees thrive. You’ll have the opportunity to take part in job-specific training, monthly soft-skill sessions, and leadership classes designed to support your development at every stage.
• Access to executives: Have a good idea? Share it with peers, managers, or executives. Our leadership is approachable and actively involved in supporting your work.
• Health lifestyle: Healthy staff makes us happy. We support our team members with resources and programs that promote financial, physical, and mental health—encouraging balance, self-care, and a lifestyle that helps you feel your best every day.
• Celebrations: All work and no play makes for a dull day. We celebrate holidays, birthdays, work anniversaries, and other milestones with fun activities that bring us together. We also provide channels for employees to recognize and celebrate each other’s achievements, making appreciation a regular part of our culture.
• Community partnering: Take a day off with pay to volunteer where it matters most to you or join the company in various community service projects throughout the year.

Self-motivated, highly organized individual with strong attention to detail Bachelor’s degree from an accredited college/university in a software-related field or equivalent technical experience with current major GPA of 3.0 or higher preferred Familiarity with credit application, loan, underwriting, and credit scoring processes a plus Solid interpersonal, written, and verbal communication skills required Prior Technical Support and/or Customer Service experience required