Customer Service Representative

Job Description

Job Description

We are looking for a customer-focused, detail-oriented individual to support members of a financial services organization in Long Beach, California. This Long-term Contract position is ideal for someone who can guide clients through account services, lending inquiries, and product education while delivering a high standard of care. The role combines relationship building, administrative accuracy, and regulatory awareness to help members make informed financial decisions.

Responsibilities:
• Assist members with opening and maintaining a variety of accounts, including specialized account types, while ensuring documentation is complete and accurate.
• Speak with members to assess financial needs and recommend suitable banking and lending solutions based on their goals.
• Clarify account terms, product features, disclosures, and loan information in a way that is easy for members to understand.
• Conduct conversations with members regarding consumer and real estate borrowing needs and gather the information required to move applications forward.
• Review application details such as credit background, income, debt obligations, and collateral information to support sound loan processing.
• Prepare and process loan files in alignment with company procedures and applicable regulatory standards.
• Coordinate supporting items for secured loans, including title-related documentation and insurance verification.
• Promote relevant financial products such as retirement accounts, credit cards, certificates, and protection offerings through service interactions and follow-up outreach.
• Participate in outbound calling, membership campaigns, and community-facing efforts that help expand client relationships and business presence.
• Maintain compliance with internal controls, security practices, licensing expectations, and state and federal requirements, including active notary and registration status when required.• 3–5 years of experience in customer service, banking, credit union operations, call center support, or a related financial services environment.
• Working knowledge of deposit accounts, Traditional IRAs, Roth IRAs, consumer loans, and real estate lending processes.
• Experience handling inbound and outbound member communications with professionalism and efficiency.
• Familiarity with loan processing, underwriting support, and reviewing approved loan documentation.
• Ability to use financial institution platforms, order entry systems, and related service or lending tools effectively.
• Strong communication, relationship management, and problem-solving skills with a service-driven approach.
• Ability to obtain and maintain required credentials, such as NMLS registration and notary public status, if applicable.