Customer Service Representative – Financial Services

We are seeking an experienced Customer Service Representative to assist our clients and internal team with communications related to business financing and loan transactions. This is not a traditional call-center position. Much of the communication involves financial information, numbers, documentation, loan amounts, business performance, and transaction status. We therefore need someone who is comfortable working with numbers and communicating financial information clearly and professionally. The ideal candidate has prior experience in financial services, banking, lending, accounting, bookkeeping, insurance, business brokerage, or another numbers-driven professional services environment. Responsibilities Include: - Communicating with clients by email and phone - Providing updates regarding transactions - Following up with clients for financial documents and other required information - Reviewing basic financial information for completeness - Coordinating between clients, lenders, and our internal team - Tracking outstanding items and ensuring timely follow-up - Accurately documenting communications and next steps - Helping ensure clients receive a high level of service throughout the financing process Requirements: Exceptional command of the English language, both written and spoken Professional, polished communication skills Strong comfort level working with numbers and financial information Prior experience in accounting, financial services, banking, lending, bookkeeping, or a similar field Highly organized and detail-oriented Comfortable managing multiple active client files simultaneously Strong follow-up skills and ability to take ownership of outstanding tasks Reliable and responsive during agreed-upon working hours Ability to learn our financing process, terminology, and systems quickly If interested, please briefly describe your background in financial services, accounting, lending, or another numbers-oriented field and explain why you would be comfortable communicating with business owners about financial information. Hours for this job will be between 9am and 5pm Eastern Time Zone. Please include that you're okay with these hours when you apply. Thanks!