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Client Services Representative- Loan

Job

I20 Technologies

Pittsburgh, PA (In Person)

$64,480 Salary, Full-Time

Posted 5 days ago (Updated 1 day ago) • Actively hiring

Expires 7/12/2026

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Job Description

Client Services Representative
  • Loan I20 Technologies
  • 4.0 Pittsburgh, PA Job Details Contract $30
  • $32 an hour 17 hours ago Qualifications Customer communication Financial sales Financial services customer support Promoting bank products Analysis skills Records management Data interpretation Customer information system software Full Job Description Overview Join our dynamic team as a Client Services Representative specializing in Loans!
In this energetic role, you will be at the forefront of delivering exceptional customer service while managing loan-related inquiries and processes. Your enthusiasm and communication skills will help clients navigate their financial needs confidently, ensuring a smooth and positive experience. This position offers an exciting opportunity to develop your expertise in financial services, sales, and fraud prevention within a supportive environment that values your growth and contribution. Responsibilities Assist clients with loan applications, account inquiries, and repayment options through clear and friendly communication. Conduct thorough data entry to accurately record client information, loan details, and transaction activities. Analyze client data to identify potential fraud risks and implement detection measures to safeguard assets. Promote financial products and services by understanding client needs and offering tailored solutions to enhance their financial well-being. Collaborate with team members across departments to resolve issues efficiently and ensure compliance with banking regulations. Maintain detailed records of client interactions, transactions, and follow-up actions to ensure transparency and accountability. Support fraud prevention efforts by monitoring transactions for suspicious activity and escalating concerns appropriately. Qualifications Proven experience in financial sales, banking, or customer service roles with a focus on financial services. Demonstrated analysis skills to assess client information, detect fraud patterns, and make informed decisions. Proficiency in data entry systems and customer relationship management (CRM) tools. Knowledge of banking procedures, fraud prevention techniques, and compliance standards is highly desirable. Ability to handle sensitive information discreetly while providing excellent service in a fast-paced environment. A proactive attitude with enthusiasm for helping clients achieve their financial goals. Embark on a rewarding career where your energy makes a difference! We are committed to fostering an inclusive environment that supports your professional development while delivering outstanding service to our clients.
Pay:
$30.00
  • $32.
00 per hour
Work Location:
In person