[Remote] Customer Service Representative (Loans)

Note: The job is a remote job and is open to candidates in USA. Splash Financial is a company dedicated to helping individuals manage their debt and achieve their financial dreams. The Customer Service Representative (Loans) will handle inbound customer inquiries, guide them through loan applications, and ensure a high level of customer satisfaction while collaborating with internal teams. Responsibilities Provide a world class customer experience to anyone who visits the site or reaches out for support Proactively respond to inbound customer inquiries via phone, email and web chat. Assist with select outbound campaigns as needed Responsibly review and process application information, loan documents and other sensitive information in relation to company and compliance guidelines Document customer interactions and feedback accurately in the company’s CRM system to ensure comprehensive records and facilitate continuous improvement Share insights with management regarding enhancements/adjustments to improve overall company products, operations and policies Ensure timely follow-up and resolution of customer issues and concerns, striving for complete satisfaction Continuously stay updated on industry trends and product knowledge to better serve customers and contribute to ongoing improvement efforts Skills Prior banking and/or lending experience Strong communication skills: Excellent verbal and written communication abilities to effectively interact with customers and team members Problem-solving mindset: Proven ability to analyze issues and develop practical solutions in a fast-paced environment Attention to detail: Keen eye for accuracy and thoroughness in handling financial information and customer data Customer-centric approach: Demonstrated commitment to providing exceptional service and support to clients Team collaboration: Ability to work effectively both independently and as part of a team, contributing to a positive team dynamic Adaptability: Capacity to quickly learn new systems, tools, and processes, adapting to the evolving needs of the company Ability to multi-task and manage changing priorities Document customer interactions and feedback accurately in the company's CRM system to ensure comprehensive records and facilitate continuous improvement Ensure timely follow-up and resolution of customer issues and concerns, striving for complete satisfaction Continuously stay updated on industry trends and product knowledge to better serve customers and contribute to ongoing improvement efforts Associate or Bachelor's degree preferred Experience with Salesforce or other CRM system / tech savvy Microsoft office and/or Google Suite proficient Benefits Fully remote work freedom Flexible PTO + 9 company holidays Equity: Share in our start-up success Comprehensive and affordable insurance benefits Paid parental leave for both caregivers Essential equipment to get the job done 401(k) for your future savings Quarterly meet-ups: In person & virtual fun Awesome Splash swag to flaunt your team spirit Company Overview Splash is a leading AI-enabled lending marketplace that connects consumers with a network of credit unions and banks. It was founded in 2013, and is headquartered in Cleveland, Ohio, USA, with a workforce of 51-200 employees. Its website is