Credit Analyst / Customer Service Consultant
Offer summary
Qualifications:
Basic Excel skills, Customer service experience preferred.Key responsabilities:
- Answer incoming queries and make outbound calls
- Process applicants through a CRM and generate reports
11 - 50
Employees
Job description
A leading financial technologies group that builds solutions for companies operating in developing countries is looking for a Credit Analyst / Client Service Consultant. You will be the first touch-point for any customers interacting with their business finance marketplace. You have the ability to manage and understand people well. Understanding the value of every customer, you treat all leads and applications with equal commitment to set up for success the relationship between the client and the customer. You are process-orientated, able to pull together some simple monthly reports, and can spot opportunities to improve on inefficiencies.
Responsibilities:
• Answering the phone for incoming queries.
• Making outbound calls to prospective clients, as well as ongoing clients. These will mostly take the format of "Just checking in on your application. Noticed you have outstanding docs, can we help?"
• Understanding all lender-partner's core products and being able to articulate them to potential clients.
• Processing of applicants through a CRM (Updating information, updating statuses, sending emails etc.)
• Monthly reporting on applications.
• Monthly invoice requests.
• Processing monthly reporting from lenders and reporting to affiliates.
• Chatbot management to service customer queries.
Requirements
Must Haves:
- An ability to communicate well with people, and provide a great customer experience.
- A drive for excellence. The team doesn't put out sub-par work.
- Ability to work in a team, and independently. Your role requires both.
- Some super basic Excel skills.
- An ability to handle multiple queries at the same time and work under pressure.
- You are humble, kind, open to feedback, and always looking to learn.
Good-to-Haves:
- Some sales/customer service experience.
- A knowledge of, or background in small business.
- Some experience dealing with data.
- Working with Hubspot.
Benefits
- A great work environment and company culture.
- Semi-flexible remote working.
- Free team lunch on Wednesdays.
- The chance to be part of a young and exciting company which is positioned to grow rapidly, and become a market leader in Southern Africa.
Salary: R15 000 - R20 000
Required profile
Experience
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory. Other Skills
- Customer Service
- Communication
- Microsoft Excel
- Problem Reporting
- Teamwork
- Time Management
- Problem Solving