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Help Desk Customer Service Representative

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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

Skills

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See also

IT Support / Help Desk jobs by country — openings, pay and top skills →