Responsibilities

• Own a support request end to end by using all the resources at your disposal.
• Understand when to leverage the team to find solutions, ask questions.
• Troubleshoot issues, responding to inquiries, and resolving user problems in a timely manner.
• Collaborate with manager on pertinent issues.
• Partner with other teams, such as Marketing, Sales, and Design.
• Organize work independently, prioritize tasks, and manage changing priorities in a fast-paced, high-volume environment.
• Coordinate use of multiple platforms to resolve issues and assist customers with their needs.
• Identify opportunities for improving CRM usage and effectiveness.
• Interface, build and maintain positive relationships with internal and external customers.
• Implement and enforce company policies regarding data and marketing as applicable to a CRM

Requirements

• 1-2 years of experience in a Customer Service environment.
• Knowledge with CRM platforms – Total Expert experience preferred
• Hands-on involvement with marketing automation, and data management.
• Strong written and verbal communication skills
• Familiarity with mortgage industry workflows, terminology, and compliance standards is preferred
• Excellent problem-solving skills and attention to detail.
• Strong organizational skills.
• Proficient in Microsoft Office.
• A collaborative team player with a proactive attitude and a willingness to learn.

Benefits

• The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources). Please click this link to learn more about our benefit offerings for Washington State: https://www.rate.com/careers/open-positions/disclosures.