As a Customer Service & Data Admin Rep, you’ll be the go-to person for assisting customers with their loan applications and handling key administrative tasks. You’ll play a key role in maintaining excellent service standards and ensuring our internal systems are updated and accurate.

• Respond to customer inquiries via phone and email about loan products and application status
• Guide customers through the loan process, including explaining documentation requirements
• Handle sensitive financial information with confidentiality and care
• Update and maintain accurate records in the CRM system (Salesforce)
• Escalate complex issues to relevant teams and follow up on resolution
• Identify trends in customer feedback and share insights for improvement
• Review documents and input data into the CRM and internal platforms

• At least 2 years of customer service experience, preferably in financial services
• High school diploma required; Associate degree preferred
• Excellent written and verbal English communication skills
• Strong attention to detail and problem-solving abilities
• Comfortable using Microsoft Office (especially Excel) and able to learn new tools quickly

Experience with CRM systems like Salesforce and handling multi-line phone systems