Oversee support operations for corporate clients at Concord, a flexible loan servicing provider. Leading a team to ensure service excellence and data integrity in financial transactions.
Responsibilities
Oversees daily client support and operational service delivery for corporate clients.
Leads a team of support agents to ensure service excellence, accurate payment processing, and data integrity.
Proactively manages and resolves corporate client inquiries and coordinates complex issue resolutions.
Monitors client activity to identify and address potential issues proactively.
Conducts regular audits of client files and processes to ensure accuracy and compliance.
Tracks client support trends, transaction volumes, and team performance.
Requirements
Education: Associate or Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience).
Experience:
3+ years in client operations, support, or service delivery.
1–2 years in team leadership or supervisory roles.
Language: Advanced English (required); Spanish fluency (strongly preferred).
Technical Skills: CRM tools (HubSpot, Salesforce), Microsoft Excel (pivot tables, lookups), and ticketing systems (Zendesk, Jira).
Core Competencies: Strong leadership, attention to detail, analytical thinking, problem-solving, and multitasking abilities.
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