Customer Service Representative
Posted on 3/21/2023

501-1,000 employees

Financial technology platform
Company Overview
OppFi's mission is to empower everyday consumers to rebuild financial health through facilitating credit access, enabling savings, and building wealth. The company build financial literacy products for all.
Experience Level
Desired Skills
Customer Service
Customer Success & Support
  • 3+ years of customer service experience with 2+ years of experience in a high-volume contact center environment (preferred)
  • Demonstrated proficiency in standard business computer operations, internet applications, web browsers, G-suite, and various Windows-based software applications
  • Ability to work in a flexible environment four weekdays AND one weekend day (Saturday or Sunday) each week or three weekdays AND all weekend, plus mandatory training up to 6 weeks (Monday - Friday 9 am - 5 pm)
  • A passion for helping people with a positive and professional attitude
  • Demonstrate reliability by self-regulating to maintain regular and dependable attendance
  • Commitment to excellent customer service for both external and internal customers by demonstrating the ability to communicate clearly and effectively
  • Ability to work independently in a distraction-free remote environment with reliable internet access
  • Exceptional time management skills with a willingness to learn and adapt to changing processes and technologies
  • A team player who shares ideas and information to help the team meet objectives and thrive in a fast-past environment
  • Five weeks of financial technology banking educational training to build the knowledge and skills you need
  • 2 - 4 weeks of guided live calls as you settle into your day to day functions
  • Our team of leaders work with you to build a development plan with regular coaching, mentorship and support so you can reach your professional goals
  • Assist customers with general inquiries about current loan statuses and payment arrangements such as account maintenance, payment cancellations, enrollment into assistance programs, and balance details
  • Protect the business and our consumers from identity theft and/or fraud by adhering to established policies and procedures related to originations, servicing, regulatory compliance, and quality in accordance with company, state, and federal lending guidelines
  • Quickly identify and solve problems at the moment while providing troubleshooting support and navigating multiple platforms via internet browser and other software
  • Liaison between Originations, Servicing, Collections, and multiple departments; rerouting calls as necessary
  • Meet effective, efficient, and accuracy goals while contributing to the overall success of the team, department, and OppFi
  • Participate in ongoing training and development courses
  • Adhere to established policies and procedures to protect the business and customers related to originations, servicing, regulatory compliance, and quality
  • Perform other related duties as assigned
Desired Qualifications
  • Collections or Sales oriented contact center experience is a plus (not required)