Remote Financial Customer Service Representative | Building Teams that Succeed

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Remote Financial Customer Service Representative


Skills & Experience:

Key Responsibilites

  • Provide outstanding customer service and support to dealerships, financial institutions, and individual customers, guiding them through the loan application process and addressing any inquiries or concerns they may have.
  • Coordinate and facilitate activities related to loan processing, ensuring smooth and timely completion of necessary steps, such as credit checks, document verification, and approval processes.
  • Gather and review required documentation from customers, verifying its accuracy and completeness to ensure compliance with regulatory and internal policies.
  • Build and maintain strong relationships with dealerships and financial institutions, effectively responding to their queries, providing updates on loan applications,
  • and resolving any issues or discrepancies that may arise.
  • Ensure strict adherence to all regulatory guidelines and internal policies governing loan processing, customer data privacy, and confidential information handling.
  • Maintain accurate and up-to-date records of customer interactions, loan application statuses, and related documentation in the company's CRM system.
  • Collaborate with internal teams, including underwriters, sales representatives, and management, to address customer needs effectively and contribute to overall organizational goals.


  • High school diploma or equivalent (Bachelor's degree in finance or related field preferred).
  • Proven experience in customer service or financial services, preferably in a similar role.
  • Strong knowledge of financial products, loan application processes, and credit underwriting principles.
  • Excellent communication skills, both verbal and written, with the ability to articulate complex information clearly and concisely.
  • Exceptional interpersonal skills to build rapport and maintain effective relationships with customers, dealerships, and financial institutions.
  • Detail-oriented mindset with the ability to review and analyze documentation accurately and efficiently.
  • Proficiency in using CRM software, MS Office Suite, and other relevant applications.
  • Ability to multitask, prioritize workload, and meet deadlines in a fast-paced environment.
  • Strong problem-solving skills, demonstrating the ability to resolve issues independently and seek assistance when needed.
  • Commitment to maintaining confidentiality and handling sensitive customer information securely.


Working Hours

  • Mon - Friday 10 AM - 6 PM EST (Canada)
  • Should be flexible to work on Saturday twice a month.

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  • Friendly Environment
  • Work from home facility
  • Good for freshers to learn
  • Work life balance

Perks & Benefits

  • Friendly Environment
  • Work from home facility
  • Work life balance

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