Customer Experience Specialist — Financial Services & Loans

Atlas Credit Company Inc; Houston (TX); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Group health insurance plans

401(k) Plan with matching

Bonuses

Job summary

Atlas Credit Company Inc. is seeking a customer service representative (CSR) to deliver exceptional customer service and support to our clients.

The successful candidate will be patient, empathetic, and skilled at communication, capable of troubleshooting and advocating for customers as needed. Responsibilities include building relationships, handling inquiries, data entry for loan applications, and contributing to office growth while maintaining accurate records and compliance with procedures.

Qualifications

• Customer service or financial service experience required or preferred.
• Familiarity with CRM systems and practices.
• Strong communication and presentation skills.
• Ability to multi-task, prioritize, and manage time effectively.
• Driver's License (Required).

Responsibilities

• Build sustainable relationships and trust with customer accounts through open and interactive communication.
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; and follow up to ensure the resolution.
• Keep records of customer interactions, process customer accounts, and file documents.
• Follow communication procedures, guidelines, and policies.
• Take the extra mile to engage customers.
• Provide accurate, valid, and complete information by using the right methods/tools.
• Provide exceptional service to all customers.
• Data entry of loan applications/documents.
• Maintain office cash with accuracy and proper security.
• Grow the office by marketing to new and existing customers.
• Minimize delinquency through appropriate collection activities.
• Make a large number of outgoing calls.
• Manage incoming calls.
• Identify and assess customers’ needs to achieve satisfaction.
• Maintain valid Driver’s License and Insurance for vehicle.

Skills

Customer service

Active listening

Communication

CRM systems

Quota achievement

Time management

Multitasking

Reasoning

Willingness to learn

Education

High school or equivalent (Preferred)

Job description

Atlas Credit Company Inc. is seeking a customer service representative (CSR) to deliver exceptional customer service and support to our clients.

The successful candidate will be patient, empathetic, and skilled at communication, capable of troubleshooting and advocating for customers as needed. Responsibilities include building relationships, handling inquiries, data entry for loan applications, and contributing to office growth while maintaining accurate records and compliance with procedures.