CUSTOMER ASSISTANCE REPRESENTATIVE

Job Description

Description:

If you’re someone who thrives on connection, loves solving problems, and takes pride in creating standout customer experiences, this could be the role for you.

As the first point of contact for our customers, you’ll do more than answer questions - you’ll build relationships, anticipate needs, and make every interaction feel personal. You’ll serve as a trusted resource, guiding customers to the right solutions, connecting them with the right experts, and ensuring nothing falls through the cracks.

In this role, your ability to listen, think on your feet, and genuinely care about the people you’re helping will make all the difference. Every call, email, and interaction is an opportunity to strengthen trust and deliver the kind of service that sets us apart.

ESSENTIAL RESPONSIBILITIES

• Ensures that all incoming calls are forwarded to necessary staff (mortgage originators, loan servicing, deposit services, etc.) if unable to personally resolve the matter. Ensures the response to all interest e-mails from existing or new customers is done in compliance with the