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Job Function/Purpose: The Customer Relations Department is responsible for ensuring a positive, memorable customer experience to all customers as the point of contact and continuing throughout the follow-up and resolution processes. Customer Relations Specialist promptly and courteously answers all incoming phone calls. Specialists resolve customer complaints by listening to determine the cause of the problem; select and explain the best solution to solve the issue; follow-up to ensure resolution and customer satisfaction. Specialists complete and review daily, weekly, and monthly reports ensure completion of tasks and maintain regulatory compliance. Qualifications: High School diploma or GED required; college degree preferred in a business related field Minimum of 1 year previous Customer Service experience required 1 year Mortgage Servicing or Banking experience preferred Knowledge of loan documents preferred Must be able to manage time efficiently, prioritize tasks, and coordinate multiple and changing priorities in a demanding environment Ability to work independently with minimal supervision in a team setting is required Must have excellent telephone, written, and verbal communication skills Must have a sense of urgency in providing knowledgeable and prompt assistance to customers Must have strong propensity for detail, accuracy, and confidentiality Must have excellent mathematical, analytical and problem solving skills Must be professional and courteous with internal and external customers Must be able to remain calm under pressure Working knowledge of Windows and Microsoft Office applications Must be able to type accurately at 25-30 wpm Principal Activities/Objectives: Specialists receive, assign and process daily mail. Thoroughly review, follow-up, notate, and respond to customer inquiries in a timely and accurate manner within compliance and investor guidelines. Ensure adequate phone coverage in the department at all times. Comply with bank, regulatory and investor requirements regarding all functions of the Customer Relations Department. The Specialists reports to the Customer Relations Manager and may be expected to assist other Customer Relations Specialists, management, and/or other departments on a regular basis. Review, interpret and understand a loan payment history, to explain to a customer or review for issues. Review and complete request for customers, including but not limited to PMI/MIP deletions, escrow deletions, interest calculations, and escrow analysis. Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Full Time
$36k-45k (estimate)
05/12/2024
05/29/2024
The following is the career advancement route for Customer Relations Specialist positions, which can be used as a reference in future career path planning. As a Customer Relations Specialist, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Relations Specialist. You can explore the career advancement for a Customer Relations Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Customer Relations Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Relations Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Relations Specialist job description and responsibilities
Customer agents talk to customers on behalf of businesses and companies.
02/16/2022: Sioux City, IA
Customer service representatives must also ensure that they can give customer satisfaction and offer the best professional support.
04/10/2022: Port Arthur, TX
Assist customer with transportation needs and document all calls via center tracking systems schedule, modifying and canceling reservations, as required and the follow- ups as needed; promote great listening skills.
03/08/2022: Hialeah, FL
Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs.
04/09/2022: Fayetteville, AR
Deep understanding of customers concerns and thoughts regarding the use of products, and the ability to troubleshoot as needed.
03/09/2022: El Paso, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Relations Specialist jobs
They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.
04/02/2022: Youngstown, OH
Validate and qualify new customers before referring to the appropriate sales manager.
01/26/2022: Grand Forks, ND
Ultimately, an outstanding customer relationship manager will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.
01/24/2022: Raleigh, NC
Measure and analyze customer feedback.
03/31/2022: Burlington, VT
Delivered exceptional levels of customer satisfaction through excellent sales service.
03/02/2022: Lincoln, NE
Step 3: View the best colleges and universities for Customer Relations Specialist.