Customer Service Representative

We are looking for a detail-oriented and customer-focused Customer Service Representative  to join our financial services team. The primary responsibility of this role is to assist potential  clients via phone and online channels by pre-qualifying them for loans. You will play a key role in  guiding applicants through the process and ensuring a seamless customer experience.  Key Responsibilities:  Customer Engagement:  ● Manage high-volume inbound and outbound calls in a professional and courteous  manner.  ● Educate potential customers on loan products, eligibility, and the application process.  ● Build strong rapport and trust with customers.  Loan Prequalification:  ● Collect and verify applicant information (e.g., income, employment status).  ● Use internal systems to assess preliminary eligibility.  ● Communicate prequalification results and next steps clearly.  Compliance and Documentation:  ● Follow all company policies and regulatory guidelines.  ● Maintain confidentiality of customer data.  ● Log all interactions and updates accurately in the CRM system.  Support and Escalation:  ● Address queries related to loan terms and repayment options.  ● Escalate or transfer customers to the relevant departments when required.  Performance Goals:  ● Meet or exceed KPIs related to call volume, qualification rates, and customer  satisfaction.  Candidate Requirements:  Education:  ● High school diploma or equivalent required.  ● Degree in Finance, Business, or related field is a plus.  Skills and Competencies:  ● Excellent verbal and written communication skills.  ● Strong interpersonal and customer-handling skills.  ● Basic understanding of financial services and loan concepts.  ● Proficiency in CRM tools and MS Office applications.  Experience:  ● 1-4 years of experience in BPO, customer service, or a financial services environment.  ● Prior experience with U.S.-based customers is a plus.  Additional Requirements:  ● Detail-oriented and organized.  ● Comfortable working in a fast-paced, high-volume setting.  ● Flexibility to work evening shifts and occasional weekends.  Benefits:  ● Competitive salary and performance-based incentives.  ● On-the-job training and continuous learning opportunities.  ● Opportunity to grow within the financial services domain.