Client Operations Specialist

Job Summary

A company is looking for a Client Operations Specialist.

Key Responsibilities

• Respond to a high volume of inbound client inquiries via phone, live chat, and email
• Complete outbound calling campaigns to assist clients with their loan requests
• Identify client needs and help them utilize specific site features

Required Qualifications

• Bachelor's degree preferred, or equivalent experience in place of a degree
• 1-3 years of customer service experience, preferably in a high-volume call center environment
• Experience with CRM tools, such as Salesforce, is preferred
• Proficient in basic computer software and navigation, including SaaS applications