What are the responsibilities and job description for the Financial Customer Service Representative position at TEKsystems?
*Job Description*
* Responsible for processing consumer loans for three partner credit unions
* Interacts with members by phone as they support various inquiries with the goal of finalizing details for funding
* Interact with credit union as closing are scheduled and business line staff while collaborating with internal teams to meet member needs while providing exceptional service
* Review all assigned consumer loan applications and ensure accuracy and completion of all required data based on credit union product guidelines and published rates
* Provide excellent member service throughout the loan process as questions are presented, clarification is needed, and details are being finalized as we strive to achieve favorable member experience survey results and meet our service level agreements
* Respond to all member or third-party inquiries and questions related to transactions via outbound and inbound calls and email
* Responsible for identifying solutions and determining when issues should be escalated for added support and resolution
* Could be doing smaller tasks day by day - helping out with phones, mail work, processing items in ques (very specific product that is very easy to understand and learn
* Could be working across all credit unions and dependent on the need
* Phones will be the biggest portion of the role
* Place call in a separate que that someone is waiting and could come up with a different process to reach back out to the member
* Outbound calling to say the loan got approved, provide basic information and confirm where documentation is sent in
*Skills & Qualifications*
* Previous work experience in a customer/member service role required
* Ability to learn and use multiple software platforms
* Experience using Microsoft Office (Excel, Outlook)
* Aptitude to work independently and as part of a team
* Must be able to adjust quickly to shifting priorities
* Strong communication skills both verbal and written
*Pay and Benefits*
The pay range for this position is $23.07 - $23.56/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*
This is a fully onsite position in Englewood,CO.
*Application Deadline*
This position is anticipated to close on Apr 26, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
* Responsible for processing consumer loans for three partner credit unions
* Interacts with members by phone as they support various inquiries with the goal of finalizing details for funding
* Interact with credit union as closing are scheduled and business line staff while collaborating with internal teams to meet member needs while providing exceptional service
* Review all assigned consumer loan applications and ensure accuracy and completion of all required data based on credit union product guidelines and published rates
* Provide excellent member service throughout the loan process as questions are presented, clarification is needed, and details are being finalized as we strive to achieve favorable member experience survey results and meet our service level agreements
* Respond to all member or third-party inquiries and questions related to transactions via outbound and inbound calls and email
* Responsible for identifying solutions and determining when issues should be escalated for added support and resolution
* Could be doing smaller tasks day by day - helping out with phones, mail work, processing items in ques (very specific product that is very easy to understand and learn
* Could be working across all credit unions and dependent on the need
* Phones will be the biggest portion of the role
* Place call in a separate que that someone is waiting and could come up with a different process to reach back out to the member
* Outbound calling to say the loan got approved, provide basic information and confirm where documentation is sent in
*Skills & Qualifications*
* Previous work experience in a customer/member service role required
* Ability to learn and use multiple software platforms
* Experience using Microsoft Office (Excel, Outlook)
* Aptitude to work independently and as part of a team
* Must be able to adjust quickly to shifting priorities
* Strong communication skills both verbal and written
*Pay and Benefits*
The pay range for this position is $23.07 - $23.56/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*
This is a fully onsite position in Englewood,CO.
*Application Deadline*
This position is anticipated to close on Apr 26, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Salary : $23 - $24
