Job Title

Customer Service Representative

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Job Description

Our client is a growing specialty finance company headquartered in West Los Angeles, CA. They are focused on providing senior and subordinated financing to small and lower middle-market businesses across many industries secured by equipment and real estate collateral.


The Customer Service Representative is a vital member to the Portfolio Management team. This team member supports the team and the company in many capacities including being the borrowers’ resource within the company after a loan is funded, handling borrower-related requests and questions, assisting with documentation and collections matters, and cross-departmental support for the Funding and Documentation team.



• Prepare and send borrower welcome packages

• Handle newer and existing borrower inquiries related to due dates, payment instructions, payment method changes, bank account changes for ACH payments, and contract related questions

• Accept customer payments using all payment methods

• Assist Vice President of Portfolio Management in coordinating and documenting amendments for existing contracts

• Assist the Portfolio Management team with collections matters and documentation

• Direct borrowers to the appropriate department within company for other inquiries or issues

• Assist the Documentation and Funding team in processing of submitted loan applications



Knowledge and Skills:

• Energetic, self-motivated, friendly and fanatical about providing excellent customer service

• Excellent attention to detail, accurate, and organized

• Excellent communication skills, including listening, written and verbal

• Strong basic math/arithmetic skills

• Strong ability to follow instruction

• Ability to type a minimum of 50 WPM

• Excellent computer skills including Microsoft Word and Excel

• Ability to use computer based CRM system (Salesforce, a plus)

• Exhibit a high degree of professionalism in handling sensitive and confidential information.



• Minimum 5 years work experience working in office-like environment.

• High School Diploma or equivalent required; Undergraduate degree is preferred.

• Salary is negotiable depending on qualifications.


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