Concord Servicing

Financial Services

ClientSupportSpecialist

$52–78k ~AI est. Chandler, Arizona, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Support Specialist at Concord Servicing. Skills: Client support, Operations management, Payment processing. Address corporate client requests. Process client payments”

What You'll Achieve.

Ensure high-quality service; Ensure timely service; Maximize portfolio performance; Enhance efficiency; Enhance customer experience; Ensure consumer information accuracy

Industry & Context.

Financial Services
Problems you'll solve

Error correction

What They're Looking For.

Must Have

Technical degree or bachelor's degree, Advanced proficiency in English, Intermediate Microsoft Excel knowledge, Ability to manage multiple tasks, Ability to work under pressure, Ability to meet deadlines

Nice to Have

Previous experience in corporate client support, Previous experience in operational process management

What You'll Do.

Address corporate client requests

Process client payments

Process client returns

Process client chargebacks

Analyze transactions for KPI's

Analyze new sales for KPI's

Analyze support cases for KPI's

Analyze transactions for reporting

Analyze new sales for reporting

Analyze support cases for reporting

Maintain organized documentation

Maintain secure documentation

Conduct regular audits

Collaborate with cross-functional teams

Resolve operational issues

Propose process improvements

Communicate with corporate clients

How You'll Work.

Team & Collaboration

Cross-functional teams

Communication Scope

Client communication

Full Job Description

[Concord ](https://concordfinance.com/)is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. We are service-focused, innovative thought leaders leveraging proprietary technology to deliver comprehensive, configurable, and customizable servicing solutions. Our subject matter experts proactively partner with clients to maximize portfolio performance at a competitive price. The**Support Specialist** **(Client Operations)** is responsible for managing corporate client requests and ensuring high-quality, timely service with a focus on customer satisfaction. Key responsibilities include processing payments, generating reports, validating sales data, and maintaining accurate documentation. The specialist will also conduct regular audits to ensure the accuracy of client consumer information. **Key Responsibilities:** * Promptly address corporate client requests, prioritizing customer satisfaction * Process client payments, returns, and chargebacks within the system, ensuring accurate fund allocation * Analyze transactions, new sales, and support cases for KPI’s and client executive reporting. * Validate data files to detect and correct potential errors * Upload sales data to the system, ensuring compliance with client specifications and expectations * Maintain organized, secure documentation in line with company privacy and security protocols * Conduct regular audits to ensure consumer information accuracy for corporate clients * Collaborate with cross-functional teams to resolve operational issues and optimize processes * Propose process improvements related to client management and payments to enhance efficiency and customer experience * Effectively communicate with corporate clients to ensure clarity and effective service **Requirements** * Technical degree or bachelor’s degree in administration, Finance, Acco

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