This role is responsible for managing escalated customer complaints companywide, often requiring special handling and partnership with internal departments
Job Summary
This role is responsible for managing escalated customer complaints companywide, often requiring special handling and partnership with internal departments.
Candidates must research and review escalated inquiries including single loan exceptions, applications, claims, and online transactions to determine appropriate courses of action.
Successful candidates must pass a FINRA background screening and comply with ongoing regulatory obligations including periodic screening and mandatory reporting.
Matching Summary
This role is responsible for managing escalated customer complaints companywide, often requiring special handling and partnership with internal departments.
Skills & Requirements
Must-have
FINRA Series 7 registration required
Customer contact in financial services
Investigative steps for complaint resolution
Review of loan exceptions and transactions
Compliance with government regulations
Nice-to-have
Bachelor's degree preferred
Strong relationship building skills
Experience with internal department partnerships
Ability to handle sensitive matters
Proactive risk identification mindset
Key Requirements
6+ months Customer Contact experience in Financial Services