Skip to content

Job Openings

Brokerage Operations Specialist

Portland, OR 97204

Posted: 09/13/2024 Employment Type: Contract Job Category: Accounting & Finance Job Number: 622947 Country: United States Is job remote?: No

Job Description

18-22.50

Customer Success Advocate
6-Month Contract
Onsite

Must Haves:
  • 1+ years of experience in customer service
Preferred:
  • 1+ years of experience within financial institution or payment provider
  • Bilingual in Spanish
Job Summary/Description:
We are seeking a highly motivated Customer Success Advocate to provide support and risk mitigation within the business financing space. This team is responsible for safely providing funds to our customers to help them grow their businesses. The ideal candidate will love helping businesses grow and finding creative ways to manage risk while improving the customer experience.
 
Responsibilities
  • Effectively solve customer inquiries via phone and email using a CRM tool
  • Understand escalation paths to effectively triage a Seller’s needs based on where they are in the cycle of their loan in order to mitigate risk
  • Answer customer questions regarding business documents or current loan information
  • Maintain or exceed established service level agreements and guidelines for timely resolution of queued transactions to minimize potential revenue losses
  • Identify, document and follow up with cross functional teams on product bugs and features
  • Collaborate with members of other teams to root out answers and be a resource to teammates to provide the best possible experience to our Sellers
  • Effectively work in a remote or distributed work environment and collaborate with team members over Slack and video conferencing.

The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process and always double check the email address of the Recruiter to ensure it’s from an official Planet domain (@theplanetgroup.com, @theplanetforward.com, @planet-technology.com, @planet-pro.com, @planetinteractive.com, @pfes.com, @launchcg.com, @planet-pharma.com, @planet-healthcare.com) - and not a domain with an alternative extension like .net, .org or .jobs.

The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About Portland, OR

Discover your next career opportunity in the vibrant city of Portland, Oregon! Known for its lush greenery, hipster culture, and thriving job market, Portland offers a plethora of growth prospects for job seekers. With a booming tech industry, picturesque parks like Forest Park and the iconic Portland Japanese Garden, a diverse culinary scene, and renowned art galleries like the Portland Art Museum, this city has something for everyone. Explore our job listings and consider joining the community that cherishes sustainability, creativity, and innovation. Let's find your perfect match in the City of Roses!
Social Share Buttons and Icons powered by Ultimatelysocial