Customer Service Associate

Dext Capital; Lake Oswego (OR); On-site; USD 45,000 - 55,000; Full time

Job summary

Dext Capital in Lake Oswego, Oregon seeks a Customer Service Associate to support clients, process account updates, invoices, payoff quotes, and statements, and resolve inquiries with accuracy and timeliness.

The ideal candidate has 3+ years in customer service, strong math skills, and proficiency with the Microsoft Office suite; experience in financial services, billing, or account support is preferred.

Qualifications

• 3+ years of experience in a customer service role.
• Proficiency in basic mathematics.
• Proficiency in the Microsoft Office suite (Excel, Word, Outlook).
• Experience in financial services, billing, or account support (preferred).

Responsibilities

• Develop a good understanding of our financial services to effectively assist clients and provide accurate information.
• Process account updates and service requests, including changes to contact, banking, and billing information.
• Prepare and send invoices, payoff quotes, and account statements at customer request.
• Assist customers with disputes and inquiries and reconciling payment history.
• Servicing accounts by investigating problems and finding resolutions regarding payments and customer service concerns.
• Use sound judgment to review customer accounts and determine the appropriate resolution or escalation path.
• Problem resolution, investigating and resolving client concerns, complaints, or issues promptly and effectively, ensuring client satisfaction.
• Maintain detailed and accurate records of client interactions, transactions, and resolutions.
• Answer inbound calls promptly and professionally, and resolve customer questions efficiently.

Skills

Analytical and problem-solving

Customer service oriented

Fast-paced environment

Adaptability

Tools

Excel

Word

Outlook

Job description

Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join our team as a Customer Service Associate. This role presents a unique opportunity to gain a comprehensive understanding of all facets of our company. The ideal candidate will be driven to advance their career within the leasing industry and should possess outstanding communication and problem-solving skills.

Dext Capital has been named one of the top 5 fastest-growing companies in the Greater Northwest and best place to work recipient for the last 3 years. Dext offers strong benefits and is committed to leveraging technology while enabling our employees to grow in a high-performance environment.

Job Duties/Responsibilities

• Develop a good understanding of our financial services to effectively assist clients and provide accurate information.
• Process account updates and service requests, including changes to contact, banking, and billing information.
• Prepare and send invoices, payoff quotes, and account statements at customer request.
• Assist customers with disputes and inquiries and reconciling payment history.
• Servicing accounts by investigating problems and finding resolutions regarding payments and customer service concerns.
• Use sound judgment to review customer accounts and determine the appropriate resolution or escalation path.
• Problem resolution, investigating and resolving client concerns, complaints, or issues promptly and effectively, ensuring client satisfaction.
• Maintain detailed and accurate records of client interactions, transactions, and resolutions.
• Answer inbound calls promptly and professionally, and resolve customer questions efficiently.
• Prepare and send invoices, payoff quotes, and account statements at customer request.

Characteristics

• Strong analytical and problem-solving skills
• Positive, customer service-oriented attitude
• Ability to thrive in a fast-paced environment
• Ability to adapt to new situations and implement developed skills

Experience Requirements

• 3+ years of experience in a customer service role
• Proficiency in basic mathematics
• Proficiency in the Microsoft Office suite (Excel, Word, Outlook)
• Experience in financial services, billing, or account support (preferred)

Salary Range: $45k - 55k