Member Services Agent
hace 2 meses
**About The Company**:
**Quantum** **Financial Technologies**, a union of lenders Camino Financial and Fundation, redefines small business lending with our diverse and adaptable financial solutions. We are a dedicated lending partner focused on empowering small businesses to achieve their growth objectives. Our approach merges technological agility with a deep understanding of the financial needs of small businesses, offering a balanced and personalized lending experience.
We are seeking a Member Services Agentt to be a critical part of shaping and growing the Member Services Team
**Job Summary**:
**Main Responsibilities**:
- Solving inbound doubts and creating cases on CRM to record their interaction with members and prospects.
- Helping members with quick solutions, if possible, and if they can not resolve the presented issue, they are responsible for guiding the concerned department and following up their cases.
- Offering high quality service solutions to any request coming from our active members.
- Helping create loan documents for customers.
- Complaint management for complicated customers.
**Requirements**:
- Tech savvy, can easily work on a computer.
- Experience dealing with people
- Service oriented mentality.
- Good communication skills.
- Must be fluent in Spanish and English.
- Open to work in a hybrid environment (3 days a week from the office)
**Desirable**:
- Experience working with G-Suite.
- Patiency to handle complicated situations.
- Ability to multitask and switch between matters.
- Used to handle back to back calls
- Previous experience dealing with customers and service.
**Why join us?**
There are MANY reasons but here are some of them:
- Competitive salary and benefits above the law
- Mission-driven company serving underbanked communities
- High-tech firm well-positioned to exponentially grow and disrupt the financial service sector
- The passionate, young and experienced management team and board of advisors
- Venture-backed start-up incubated at Harvard Business School
Pay: $14,000.00 - $16,000.00 per month
**Language**:
- English (required)
Work Location: Hybrid remote in 06700, Ciudad de México, CDMX
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