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Career Opportunity: Customer Service Specialist

Job Title
Customer Service Specialist
Badgerland Financial, ACA (See Compeer Financial)
Beaver Dam, Wisconsin
Customer Service
Experience Level
Entry Level (1-4 years)
Supervisor's Title
Team Lead - Customer Service
Salary Range
DOE, depending on experience
Posted Date
Friday, February 1, 2013
Closing Date
Tuesday, February 12, 2013
Job Description


The purpose of this position is to deliver outstanding service which exceeds customer expectations. Also, to support the efficient and effective delivery of credit and financial products and services to Association customers. The incumbent will provide first-level customer service. The incumbent will also provide loan processing and documentation assistance. Assures that needs of customer are met personally or through other team members.


This position requires a high school diploma , or equivalent and one to three years of administrative experience. The position requires a basic knowledge of varied loan policies, procedures, and practices. Knowledge of financial principles and practices, credit processing and servicing activities is desired. Must be proficient in the use of computer technology and software applications. Organizational skills and solid oral and written communication skills are required.


Operational Support: Support the customer service delivery team by providing operational support and completing assigned administrative tasks and reports, to include: 60%

•Maintains all pending and active loan files.

•Completes court and chattel searches and competitive sales research.

•Provides first level customer service for telephone inquiries.

•Maintains appointment calendar for Account Officers.

•Compiles and produces reports, statements, or other tracking information.

•Files checks, receipts, and other loan documents.

•Orders, approves and maintains adequate inventory of office supplies.

•Receives and distributes incoming mail.

•Assures other general office routines are established and maintained.

•Approves branch bills ( within assigned authority level) •Provides general office clerical support such as data entry and filing.

Loan Processing: Assists in the loan origination process by entering data in loan origination system and verifying its accuracy. Process loans meeting On The Spot parameters through the OTS credit desk. 30%

Customer Relationships: Act as relationship promoter with customers and potential customers to develops the ability to market, cross sell and deliver credit and other financial services. If needs are identified the CSS is responsible for connecting the customer with other relationship promoters. 10%