Concord is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. We are service-focused, innovative thought leaders leveraging proprietary technology to deliver comprehensive, configurable, and customizable servicing solutions. Our subject matter experts proactively partner with clients to maximize portfolio performance at a competitive price.
The Support Specialist (Client Operations) is responsible for managing corporate client requests and ensuring high-quality, timely service with a focus on customer satisfaction. Key responsibilities include processing payments, generating reports, validating sales data, and maintaining accurate documentation. The specialist will also conduct regular audits to ensure the accuracy of client consumer information.
Key Responsibilities:
- Promptly address corporate client requests, prioritizing customer satisfaction
- Process client payments, returns, and chargebacks within the system, ensuring accurate fund allocation
- Analyze transactions, new sales, and support cases for KPI’s and client executive reporting.
- Validate data files to detect and correct potential errors
- Upload sales data to the system, ensuring compliance with client specifications and expectations
- Maintain organized, secure documentation in line with company privacy and security protocols
- Conduct regular audits to ensure consumer information accuracy for corporate clients
- Collaborate with cross-functional teams to resolve operational issues and optimize processes
- Propose process improvements related to client management and payments to enhance efficiency and customer experience
- Effectively communicate with corporate clients to ensure clarity and effective service
Requirements
- Technical degree or bachelor’s degree in administration, Finance, Accounting, or a related field
- Equivalent relevant experience in client support and operations management may be considered in lieu of a degree
- Previous experience in corporate client support and operational process management is preferred
- Advanced proficiency in English (both written and spoken)
- Intermediate knowledge of Microsoft Excel and other Office applications
- Ability to manage multiple tasks simultaneously with close attention to detail
- Strong communication and customer service skills
- Ability to work under pressure and meet deadlines
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Parental Leave (Maternity, Paternity)
- Short-Term & Long-Term Disability
- Wellness Resources
Skills Required
- Technical degree or bachelor's degree in Administration, Finance, Accounting, or related field (or equivalent relevant experience)
- Previous experience in corporate client support and operational process management
- Advanced proficiency in English (written and spoken)
- Intermediate knowledge of Microsoft Excel and other Office applications
- Ability to manage multiple tasks simultaneously with close attention to detail
- Strong communication and customer service skills
- Ability to work under pressure and meet deadlines
What We Do
Concord is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. For over three decades, Concord has delivered award-winning financial technology and support for unparalleled efficiency, accuracy, and flexibility. Concord serves clients globally and operates facilities in the United States and Mexico. To learn more about our comprehensive services, visit www.concordservicing.com.
