Remote Customer Service Specialist – Financial Services

Goal Solutions; Sioux Falls (SD); Hybrid; USD 22,000 - 25,000; Full time

Benefits offered by this job

401(k) with 4% company match

Medical, dental, and vision coverage

Paid parental leave

Generous PTO

Job summary

Goal Solutions is seeking a Customer Service Representative to support borrowers with clear, compliant communication across phone, email, and written correspondence. You will document interactions, follow procedures, and ensure accurate account activity while upholding data privacy and security.

The role emphasizes adaptability, accuracy, and a high-volume, customer-focused environment. Eligible employees may participate in our Work From Home program; paid benefits and career growth

Qualifications

• 1+ years of customer service experience in a call center, retail, or customer-facing role.
• Proficiency with Microsoft Outlook, Word, and Excel.
• Experience managing workflows and multiple tasks simultaneously.
• Ability to follow documented Best Practices and Standard Operating Procedures.
• Clear, concise, and professional communication skills.

Responsibilities

• Answer inbound calls from borrowers regarding consumer loan servicing, payment history, account status, and repayment options.
• Make outbound calls to return voicemails, provide account updates, and support borrower follow-up needs.
• Respond to borrower emails and written correspondence in a timely and professional manner.
• Navigate multiple servicing platforms and internal systems to research accounts and resolve borrower inquiries.
• Record and track customer interactions and account activity in the system of record.
• Perform administrative servicing tasks including document tracking, payment recording, legal tracking, data entry, and ad-hoc projects.
• Follow standard operating procedures to meet or exceed documented service level goals.
• Maintain a high degree of awareness around information security and data privacy.
• Adhere to all compliance, regulatory, client-specific, and operational guidelines.

Skills

Customer service experience

Written communication

Verbal communication

Attention to detail

MS Office proficiency

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Goal Solutions is seeking a Customer Service Representative to support borrowers with clear, compliant communication across phone, email, and written correspondence. You will document interactions, follow procedures, and ensure accurate account activity while upholding data privacy and security.

The role emphasizes adaptability, accuracy, and a high-volume, customer-focused environment. Eligible employees may participate in our Work From Home program; paid benefits and career growth