Client Account Representative
About The Position
The Client Operations Representative is instrumental in providing front line support and strengthening the relationship among the credit unions, Student Choice, and its vendor-partners. The Client Operations Representative assists in problem solving with answering portfolio-related questions, providing requested documentation to clients, ensuring client access to service provider systems, ensuring clients’ needs are addressed in an efficient manner. The Client Operations Representative maintains ongoing communications with teammates, internal stakeholders, CUSC’s clients, and vendor partners. This includes, but is not limited to, completing day-to-day tasks through the ticket system and working special projects. This position is responsible for accurate and efficient daily productivity and quality expectations.
Requirements
- High School Diploma or GED, Associate’s Degree/Bachelor’s Degree or equivalent work experience
- Ability to succeed in a high-volume, fast-paced environment.
- Excellent written and verbal communication skills
- Self-motivated and able to track, prioritize, and ensure completion of multiple concurrent tasks.
- Excellent people skills
- Organized, with keen attention to detail and follow-up.
- Proficient with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Ability to manage and safeguard confidential and proprietary information.
- Exhibit superior professionalism and style in internal and external communications.
Nice To Haves
- Student lending, financial aid or credit union experience strongly preferred.
- Prior home office work experience preferred.
Responsibilities
- Act as the main day-to-day contact for assigned credit union clients
- Build strong, trusted relationships by understanding each client’s goals, processes, and member needs
- Respond to client inquiries and requests in a timely, professional manner
- Coordinate with internal teams (member support, compliance, servicing, technology, etc.) to resolve client and borrower/member issues
- Track, document, and follow up on open items to ensure timely resolution
- Assist with escalated borrower/member inquiries related to student loan products and servicing
- Ensure communications and processes align with a high standard of member service and regulatory expectations
- Identify trends or recurring issues and proactively recommend improvements
- Assist with data requests, audits, and compliance-related activities as needed
- Contribute ideas to improve internal workflows, client experience, and operational efficiency
- Help document procedures and best practices in a growing organization
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
