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Customer Service Representative with 3+ years in financial services
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Competencies
Provided support to applicants via phone and in person, answering questions and assisting with documentation.
Organized and managed physical and digital client files in compliance with internal procedures.
Good communication skills demonstrated through effective interaction with clients and internal teams.
Assessed applicant eligibility and evaluated financial profiles based on credit policies.
Education
Languages
Summary
Dedicated customer service professional with extensive experience in credit assessment and client support within financial services.
Key Achievements
- Reviewed internal records and credit bureau reports to identify past-due accounts and outstanding debt.
- Verified financial and personal information to ensure eligibility and credit risk assessment.
- Maintained and updated applicant data and credit histories in internal systems and CRM platforms.
Experience
Customer Service Representative
Reviewed internal records and credit bureau reports to identify past-due accounts, active loans, and outstanding debt., Verified financial and personal information by cross-checking income, references, and supporting documentation., Assessed applicant eligibility based on company credit policies...