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12 дней назад

Customer Experience Specialist (Financial Services)

53 520 - 86 790$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Customer Experience Specialist (Financial Services): Facilitating customer journeys through loan applications, product delivery, monetary transactions, and office operations with an accent on customer support, application coordination, and financial documentation. Focus on processing loan and line-of-credit applications, resolving payment inquiries, managing transaction controls, and coordinating customer signatures and renewals.

Location: Primarily based in Thorp, Wisconsin, with occasional required travel to the Medford office

Salary: $53,520–$86,790 annually, plus a 7.5%–15% incentive opportunity

Company

hirify.global and its affiliated financial cooperatives provide credit, crop insurance, and financial services to farmers, ranchers, and agribusinesses across eight states.

What you will do

  • Guide customers through the loan process and product delivery before, during, and after closing.
  • Document customer interactions, resolve inquiries, generate referrals, and support sales activities across phone, in-person, and digital channels.
  • Process payments, wire transfers, account changes, overdrafts, and past-due account inquiries while following fraud-prevention and authorization procedures.
  • Coordinate loan and line-of-credit applications from submission through documentation, renewal administration, and customer signatures.
  • Manage office operations, including invoices, supplies, records retention, vendor work orders, facility requests, and pooled vehicle maintenance.

Requirements

  • At least two years of customer service experience or equivalent work experience.
  • Associate's degree in business, finance, or a related field preferred, or equivalent experience.
  • Ability to coordinate financial, legal, and identification documentation for loan applications.
  • Ability to work primarily from the Thorp office and travel occasionally to the Medford office is required.

Culture & Benefits

  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Vacation, sick leave, paid holidays, and parental leave.
  • Life and disability insurance, an Employee Assistance Program, and wellness programs.
  • Tuition assistance and short-term incentive pay.

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