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Skills
Authenticationunmatched
Billingunmatched
Call Centersunmatched
Call Volumeunmatched
Communication Skillsunmatched
Consumer Financeunmatched
Consumer Loansunmatched
Cross-Functionalunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
English Languageunmatched
Financial Servicesunmatched
Health Planunmatched
Information/Data Security (InfoSec)unmatched
Loan Operationsunmatched
Loan Originationunmatched
Loan Servicingunmatched
Maintain Complianceunmatched
Microsoft Officeunmatched
Multilingualunmatched
On Site Supportunmatched
Operational Supportunmatched
Payment Processingunmatched
Performance Metricsunmatched
Presentation/Verbal Skillsunmatched
Privacy Protocolsunmatched
Procedure Developmentunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Resolve Customer Issuesunmatched
Security Policyunmatched
Security Protocolsunmatched
Spanish Languageunmatched
Time Managementunmatched
Writing Skillsunmatched
Description
About the Role:
Concord is a leading Loan Servicing Fintech company dedicated to delivering exceptional financial solutions. We are seeking an on-site Customer Service Representative to join our Contact Center team at our Scottsdale, AZ facility. As a Customer Service Representative, you will serve as a primary point of contact for customers, providing outstanding service while adhering to rigorous security and compliance standards. You will play a critical role in maintaining customer satisfaction, resolving account inquiries, and supporting loan servicing operations in a fast-paced, high-security environment.
Duties and Responsibilities:
Serve as the primary point of contact for solar loan customers via inbound and outbound phone, email, and chat channels
Handle inquiries related to loan account status, payment processing, billing disputes, and general account maintenance
Accurately document all customer interactions, resolutions, and follow-up actions in the loan servicing platform
Authenticate customer identity and maintain strict adherence to security protocols and data privacy requirements set by the solar loan originator
Escalate complex or sensitive issues to the appropriate team or supervisor in a timely and professional manner
Process payment arrangements, account updates, and service requests in accordance with established procedures and compliance guidelines
Meet or exceed individual and team KPIs including call handle time, first-call resolution, quality scores, and customer satisfaction
Participate in ongoing training to stay current on product updates, policy changes, and security requirements
Collaborate with cross-functional teams including Collections, Operations, and Compliance to resolve customer issues
Maintain confidentiality of all customer and company information in accordance with applicable regulations
Requirements
Qualifications:
2–3 years of customer service experience, preferably in a contact center, financial services, or Fintech environment
Strong verbal and written communication skills with the ability to clearly explain complex financial information
Demonstrated ability to handle high call volumes while maintaining accuracy and professionalism
Proficiency with CRM platforms, loan origination/servicing systems, and Microsoft Office Suite
High attention to detail and commitment to data security and compliance
Ability to work onsite at our Scottsdale, AZ Contact Center — this is a fully onsite position
Preferred:
Experience in loan servicing, solar financing, or consumer lending