Help Desk Customer Service Representative
Posted Updated
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c05080f7-673f-4841-85b4-5a4b93092437:9200365155030_2 Help Desk Customer Service Representative
Description
Scope/Purpose of the Position
The Help Desk Customer Service Representative is the first point of contact for customers and sales staff. This position is responsible for a wide range of duties including but not limited to researching guidelines, troubleshooting loan level issues, and offering technical support.
Help Desk
- Act as a liaison between sales and the operations staff to resolve complex customer service loan level issues, occasionally contacting government agencies, as needed.
- Work one-on-one with brokers/sales team for new accounts and new hires to help make their first experiences with the company be as seamless as possible.
- Assist brokers with troubleshooting issues in multiple programs including but not limited to: BlitzDocs, the Broker Portal, and DU.
- Meet prescribed SLA requirements on web-based ticket system and live chat.
Administrative
- Complete all duties including special projects, with a high level of proficiency and according to the time frames set forth by the Help Desk supervisor.
- Run reports and make phone calls to customers to create Excel spreadsheets for customer satisfaction surveys; distribute surveys to Senior Level Management monthly.
Work Experience and Knowledge, Skills and Abilities
- Demonstrated knowledge of the mortgage process and guidelines.
- Excellent knowledge of FNMA, FHLMC, FHA, USDA, and VA product guidelines.
- Excellent analytic skills, attention to detail, and ability to work within time constraints.
- Excellent level of oral and written communication skills; Ability to communicate across a variety of audiences.
- Intermediate level of computer skills and the ability to function in a windows environment utilizing Outlook, Word, and Excel.
- Professional and effective interpersonal skills; Solid decision-making skills with display of professionalism in maintaining confidentiality.
- Ability to build strong relationships with internal business partners to achieve success.
- Ability to rapidly acquire detailed knowledge of departmental policies, practices, and procedures.
- Strong time management skills, fast learner, self-motivated, and comfortable taking initiative and handling multiple projects simultaneously.
- Committed to taking responsibility and ownership for agreed actions and delivery.
- Reports to work on a daily and timely basis.
Minimum Qualifications
- High school diploma or equivalent.
- Bachelor’s degree, preferred.
- Three-five (3-5) years of similar work experience.
Note: Management reserves the right to change or reassign job duties or combine positions at any time