Customer Service Representative Bilingual (English/Spanish)

Job Description

About the Company

Quantum Lending Solutions redefines small business lending with our diverse and adaptable financial solutions. We are a dedicated lending partner focused on empowering small businesses to achieve their growth objectives. We are committed to fueling the growth of enterprises and small-to-medium businesses (SMBs) with our tailor-made financial services. Recognizing that each business has unique financial needs and growth trajectories, we offer a range of customized solutions. From agile microloans for quick capital injections to expansive term loans for long-term strategies, our diverse portfolio ensures that we have the right financial tools to support your journey whether you are scaling up or solidifying your market position.

Key Responsibilities

Provide excellent customer service to all customers and adhere to department service level requirements

Ensure privacy of customer information by adhering to Quantum’s verification standards

Conduct research, follow-up on customer requests and input adequate notation for all customer related communications

Provide customers with accurate and precise information in response to their requests

Analytical ability to evaluate issues, develop options for resolution and determine the best approach in order to defuse potential escalations

Perform continuous outreach to established customers, with a focus on customer retention

Collaborate with multiple departments to address customer requests

Prepare contracts and other legally binding documents for execution by our customers

Qualifications (Knowledge/Skills/Abilities/Experience)

Bilingual (English/Spanish) required

Ability to learn and adapt in a fast paced and remote environment

Excellent problem solving skills and an ability to think outside the box

Must be able to work productively and independently with the ability to prioritize assignments and issues of significance

Open to procedural changes

Must possess excellent communication skills (verbal and written)

Must be an adept multitasker and demonstrate the ability to manage competing priorities

Preferred experience in financial services product knowledge

Skilled in Microsoft Office Suite (e.g., Excel, PowerPoint, Word) and willing to learn additional information systems and or software

3+ years experience in a Customer Service role

Must be able to work flexible hours and willing to perform different tasks as assigned

Suggested Hours: 9:30am-6:30pm Monday-Friday

Hybrid in office/remote

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Full-time

Hybrid remote