Onsite Loan Services Customer Support Specialist

CoWorx Staffing Services; Lake Forest (CA); On-site; USD 28,000 - 33,000; Full time

Job summary

CoWorx Staffing is hiring a Customer Service Specialist for the Foothill Ranch, CA area. You will support borrowers and dealer partners, resolve account inquiries, and ensure a positive experience throughout the loan process.

The role requires 2-3 years of customer service in financial services, strong communication skills, and proficiency with Microsoft Office and Loan Management Systems. Onsite work in Foothill Ranch is expected.

Qualifications

• High School Diploma or equivalent required.
• 2-3 years of customer service experience in financial services preferred.
• Excellent verbal and written communication skills.
• Strong problem-solving and conflict-resolution abilities.
• Working knowledge of loan structures, payment schedules, interest rates, and amortization concepts.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience using Loan Management Systems (LMS).
• Ability to work onsite in Foothill Ranch, CA.

Responsibilities

• Provide exceptional customer service by handling borrower inquiries and loan-related claims.
• Manage a high-volume call environment, handling 100+ inbound and outbound calls daily.
• Respond to customer questions via phone, email, and other channels.
• Work with dealer partners to resolve issues and obtain required information.
• Investigate and resolve customer complaints promptly and professionally.
• Identify and escalate suspicious or fraudulent loan applications.
• Maintain accurate records of customer interactions and account activity.
• Collaborate with internal departments to ensure timely issue resolution.
• Develop expertise in loan products, policies, and processes.
• Review financial documents submitted by borrowers.
• Assist with continuous improvement initiatives for customer service processes.
• Adapt to changing policies and procedures while maintaining quality standards.
• Ensure compliance with company policies, regulatory requirements, and industry standards.
• Meet or exceed productivity, quality, and customer service goals.
• Perform other duties as assigned.

Skills

Customer service

Communication

Problem solving

Education

High School Diploma or equivalent

Bachelor’s degree (preferred)

Tools

Loan Management Systems (LMS)

Microsoft Office

Job description

CoWorx Staffing is hiring a Customer Service Specialist for the Foothill Ranch, CA area. You will support borrowers and dealer partners, resolve account inquiries, and ensure a positive experience throughout the loan process.

The role requires 2-3 years of customer service in financial services, strong communication skills, and proficiency with Microsoft Office and Loan Management Systems. Onsite work in Foothill Ranch is expected.