Lending Support Specialist

Ultimate Staffing; San Diego (CA); On-site; USD 26,000 - 37,000; Full time

Job summary

Ultimate Staffing in San Diego is seeking a Customer Service Representative to support the Lending Team. You will handle inbound and outbound calls, assist with account maintenance, and guide customers through the lending process, ensuring accurate records and timely responses.

This role emphasizes compliance with banking regulations and collaboration with internal departments to deliver service excellence.

Qualifications

• High School Diploma required, bachelor's degree preferred.
• 1+ year banking/finance industry experience.
• Strong communication and problem-solving skills.
• Customer service experience, preferably in banking or financial services.
• Attention to detail and ability to handle confidential information.
• Proficiency with banking systems and Microsoft Office applications.

Responsibilities

• Respond to client inquiries via phone and email.
• Assist with account maintenance and documentation.
• Resolve customer issues promptly and professionally.
• Maintain accurate customer records and documentation.
• Support lending team with processing applications.
• Ensure compliance with banking regulations and deadlines.
• Partner with internal teams to support client needs and service excellence.

Skills

Customer service

Banking industry experience

Communication

Problem solving

Attention to detail

Banking systems

MS Office

Education

High School Diploma

Bachelor's degree preferred

Tools

MS Office

Banking systems

Job description

Ultimate Staffing in San Diego is seeking a Customer Service Representative to support the Lending Team. You will handle inbound and outbound calls, assist with account maintenance, and guide customers through the lending process, ensuring accurate records and timely responses.

This role emphasizes compliance with banking regulations and collaboration with internal departments to deliver service excellence.