Customer Service Representative

Guild Mortgage

6h•Onsite

About The Position

The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST.

Requirements

High school diploma or equivalent preferred, along with a minimum of two years total work experience in high volume customer service role(s).
Passionate about delivering excellence in customer service within a team environment.
Demonstrate patience and professionalism when interacting with consumers.
Ability to work in a sometimes emotionally demanding role that requires patience and professionalism while interacting with consumers experiencing financial and emotional stress.
Excellent verbal and written communications skills required.
Highly organized and detail oriented; ability to work in a fast-paced, metrics-driven environment required.
Basic math skills required.
Proficiency with data entry, Microsoft Word, Excel, PowerPoint and Outlook required.

Nice To Haves

Bilingual in Spanish is preferred.
Prior experience in consumer/mortgage lending, banking, or related industry/positions strongly preferred.
Familiarity with document retention software; Blitzdoc preferred.

Responsibilities

Answer and service calls in a professional, timely and efficient manner.
Build rapport with customers by greeting them in a courteous, friendly, and professional manner using procedures learned during new-hire training.
Listen attentively to customer needs and concerns; demonstrate empathy and patience.
Explore, analyze and respond to customers’ issues and concerns via phone, email, and through written correspondence.
Use decision-support computer software programs to respond to typical customer work/service order inquiries and requests.
Verify customers’ understanding of the servicing of their loan, and clarify/provide additional information as needed in order to answer questions and concerns.
Provide accurate and complete information to resolve issues, and follow up on any outstanding issues or commitments promptly and when promised.
Prepare complete and accurate call notes, written documentation, etc., and update customer files in the system.
Communicate effectively with individuals/teams to ensure high quality and timely responses and resolutions to customer requests.
Transfer misdirected customer requests to the right party, and escalate calls when needed.
Contribute ideas and suggestions to resolve problems, provide a great customer service experience, and/or improve productivity.
Participate in activities designed to improve customer satisfaction and business performance.
Stay current on changes in industry regulations.
Demonstrate and promote Guild Core Values.
Perform other duties as assigned.