Client Service Rep III (Mort) - CSC (Cincinnati, Ohio)
Client Service Rep III (Mort) - (Cincinnati, Ohio)
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Job Title
Client Service Rep III (Mort)
Job Details
City: Cincinnati
State: Ohio
Country: USA
State: Ohio
Country: USA
Company Name: CSC
Job Category: Customer Service/Call Center
Job Category: Customer Service/Call Center
Job Description
Job Title:Client Service Rep III (Mort)
Job Number:09003OR
Job Category:Customer Services
Primary Location:USA-OH: OHIO-CINCINNATI
Schedule:Full-time
Job Type:Regular
Employee Status:Regular
Job Posting:2009-Nov-11
Description
Serves as liaison between the client, consumer, and the company by answering routine questions and
resolving problems to ensure client satisfaction. May provide training and/or guidance to other
client service representatives.
RESPONSIBILITIES
General:
Essential 1. Investigates clients' inquiries regarding the status of assigned specialized services.
2. Examines various records such as statements, computer printouts, and correspondence when researching problems.
3. Operates computer terminal, calculator, typewriter and other office equipment.
4. Converses or corresponds with clients, vendors and internal personnel when investigating
and responding to inquiries.
5. May prepare specialized reports for clients and management.
6. Keeps marketing and management personnel informed of client problems and resolutions.
7. May be required to maintain current knowledge of databases, equipment software and applications used internally and used by the clients.
8. Responsible for participating in a Continuous Improvement Process Plan.
9. Adherence to company policies and procedures.
10. Adherence to applicable fair credit reporting & other related applicable laws & regulations.
Credit Investigation - Mortgages:
Essential
1. Calculates credit/debit due, price adjustments, etc.
2. May be responsible for billing adjustments and must be knowledgeable in accounting's policies
and procedures to administer adjustments.
3. Obtains up-do-date credit history and related data by telephone and written verifications with
credit grantors, employers, landlords, credit bureaus, court houses, and consumers.
4. More than 50% of time spent handling strategic/major accounts.
5. Display proficiency in a minimum of one other functional area of Mortgage Operations.
Incoming - Mortgages:
Essential
1. Takes incoming Client Service calls from clients requesting updates or corrections on
ordered Mortgage reports.
2. Using established guidelines, reviews credit reports, mortgage applications, and/or special
member requests when determining data to be verified and updated.
3. Recognizes improper or incomplete data related to the credit file, makes adjustments in
compliance with the state and federal laws and organizational policies and procedures.
4. Enters updated credit data into computer systems.
5. Display proficiency in a minimum of one other functional area of Mortgage Operations.
Nonessential 1. Performs other clerical duties as required.
Qualification
KNOWLEDGE, SKILLS, AND ABILITIES 1. Work requires a high school level of knowledge of several subjects in order to prepare reports,
perform calculations, keep records, and/or deal effectively with other people.
2. At least two-year client service experience required.
3. Keyboard skills of 40 wpm preferred.
4. Working knowledge of Lotus Notes preferred.
5. Strong oral/written communication skills are required when interacting with clients.
6. Strong PC skills are required with some knowledge of working in databases.
7. Simple problem solving required.
8. Able to work overtime as required by Management. Remote Work Location Authorized:No
Relocation Assistance:Not Available
Clearance Level:None
Job Number:09003OR
Job Category:Customer Services
Primary Location:USA-OH: OHIO-CINCINNATI
Schedule:Full-time
Job Type:Regular
Employee Status:Regular
Job Posting:2009-Nov-11
Description
Serves as liaison between the client, consumer, and the company by answering routine questions and
resolving problems to ensure client satisfaction. May provide training and/or guidance to other
client service representatives.
RESPONSIBILITIES
General:
Essential 1. Investigates clients' inquiries regarding the status of assigned specialized services.
2. Examines various records such as statements, computer printouts, and correspondence when researching problems.
3. Operates computer terminal, calculator, typewriter and other office equipment.
4. Converses or corresponds with clients, vendors and internal personnel when investigating
and responding to inquiries.
5. May prepare specialized reports for clients and management.
6. Keeps marketing and management personnel informed of client problems and resolutions.
7. May be required to maintain current knowledge of databases, equipment software and applications used internally and used by the clients.
8. Responsible for participating in a Continuous Improvement Process Plan.
9. Adherence to company policies and procedures.
10. Adherence to applicable fair credit reporting & other related applicable laws & regulations.
Credit Investigation - Mortgages:
Essential
1. Calculates credit/debit due, price adjustments, etc.
2. May be responsible for billing adjustments and must be knowledgeable in accounting's policies
and procedures to administer adjustments.
3. Obtains up-do-date credit history and related data by telephone and written verifications with
credit grantors, employers, landlords, credit bureaus, court houses, and consumers.
4. More than 50% of time spent handling strategic/major accounts.
5. Display proficiency in a minimum of one other functional area of Mortgage Operations.
Incoming - Mortgages:
Essential
1. Takes incoming Client Service calls from clients requesting updates or corrections on
ordered Mortgage reports.
2. Using established guidelines, reviews credit reports, mortgage applications, and/or special
member requests when determining data to be verified and updated.
3. Recognizes improper or incomplete data related to the credit file, makes adjustments in
compliance with the state and federal laws and organizational policies and procedures.
4. Enters updated credit data into computer systems.
5. Display proficiency in a minimum of one other functional area of Mortgage Operations.
Nonessential 1. Performs other clerical duties as required.
Qualification
KNOWLEDGE, SKILLS, AND ABILITIES 1. Work requires a high school level of knowledge of several subjects in order to prepare reports,
perform calculations, keep records, and/or deal effectively with other people.
2. At least two-year client service experience required.
3. Keyboard skills of 40 wpm preferred.
4. Working knowledge of Lotus Notes preferred.
5. Strong oral/written communication skills are required when interacting with clients.
6. Strong PC skills are required with some knowledge of working in databases.
7. Simple problem solving required.
8. Able to work overtime as required by Management. Remote Work Location Authorized:No
Relocation Assistance:Not Available
Clearance Level:None
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