Job Summary and Opportunity:
We are looking for an experienced Senior Client Specialist who is ready to gain financial expertise while growing professionally within the Commercial Lending space.
This candidate will assist clients with a high level of customer service by navigating our new Commercial Portal, providing a broad range of service needs, and managing general customer servicing requests.
This position serves as a complex problem solver and liaison to help the business units improve the way they operate.
This candidate must have a high work capacity, time management skills, change agility and ability to execute at high standards.
Responsibilities:
Responsible for servicing the needs of clients inquiries via portal requests, phone, and email cases
Focus items will include: Escrow, Taxes, Insurance, Payments, Billing, Statements
Investigate and research to clarify customer requests, explore alternative solutions to ensure a successful resolution, appropriately close and disposition interactions
Manage client and customer escalations working with direct supervisor and related teams
Maintain or exceed established service level standards for customer service, resolve issues and escalate complex issues as needed
Gain deep knowledge and expertise within the financial industry, understand and apply appropriate procedures and regulations while maintaining customer confidentiality.
Collaborate with your team and leadership to suggest new processes and tools to make support workflows more efficient
Requirements:
Associates Degree
3 + years of experience in a customer service or relationship manager-type role
2+ years of experience in mortgage servicing functions experience at a bank or financial institution
Preferred:
Bilingual (Spanish) candidates preferred but not required
Bachelors Degree
Axos Employee Benefits Include:
Compensation for this position includes a Semi-Annual Bonus Plan
3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to Self-Directed Trading
APPLY DIRECTLY FOR CONSIDERATION:
Born digital, Axos Bank has reinvented the banking model and grown to over $18.
7 billion in assets since our founding in 2000.
With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
We bring together human insight and digital expertise to anticipate the needs of our customers.
Our team members are innovative, technologically sophisticated, and motivated to achieve.
Learn more about working here!
Pre-Employment Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
Axos Bank is a federally regulated banking institution.
At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos Bank is an Equal Opportunity employer.
We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time.
Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
#AxosBank
#LI-Onsite
Whatsapp
