Customer Relations Specialist

2 weeks ago

Montréal, Canada Finsana Full time

We are a global Fintech company that specializes in financial solutions. We have a passion for helping people financially through impeccable customer service. As a Customer Relations Specialist, you will manage client agreements with credit counsellors and trustees as well as negotiate monthly payment plans and record payments received.

**Responsibilities**:

- Efficiently enter clients' agreements into the software, ensuring accurate and timely documentation.
- Engage in negotiations with credit counsellors to establish feasible and mutually beneficial monthly payment plans.
- Maintain professional and effective communication with credit counsellors, ensuring clear understanding of our clients' financial needs.
- Receive checks from credit counsellors and trustees, promptly enter payment details into the clients' profiles, and ensure accuracy in recording transactions.
- Provide exceptional customer service by promptly responding to client inquiries, addressing concerns, and offering appropriate solutions.
- Collaborate with other team members to streamline processes, improve efficiency, and enhance the overall customer experience.
- Stay updated with industry trends, regulations, and best practices related to lending, credit counselling, and debt management.
- Demonstrate a strong commitment to personal growth and actively seek opportunities to expand knowledge and skills within the lending industry.

Qualifications:

- High school diploma or equivalent; bachelor's degree preferred.
- Previous experience in a customer service role, preferably within the financial or lending industry.
- Strong communication and negotiation skills to effectively interact with credit counsellors, trustees, and clients.
- Excellent attention to detail and accuracy in data entry to maintain precise client records.
- Ability to multitask, prioritize workload, and meet deadlines in a fast-paced environment.
- Exceptional problem-solving skills and the ability to remain calm and professional under pressure.
- Self-motivated and results-oriented individual who thrives in a team-based environment.
- High level of integrity and commitment to maintaining client confidentiality

**LOCATION**:Montreal Office

**REPORTS TO**:Lending Manager

**SCHEDULE**: Day shift - Flexible

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