Customer Service Representative (Loans) at Splash Financial

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Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

24.04

Posted On

18 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Problem-Solving, Attention To Detail, Team Collaboration, Adaptability, Tech Savvy, Salesforce, Microsoft Office, Google Suite, Multi-Tasking, Customer-Centric Approach

Industry

Financial Services

Description

ABOUT OUR COMPANY: The crushing weight of debt is something that we believe holds people back from reaching their dreams and making a splash in the world. So in 2013, after seeing our friends and family struggle with student loans, we created Splash Financial. Over the years, our mission has expanded to include helping people with other forms of debt - such as refinancing credit cards, which are at all time highs in the US. And we’ve been able to refinance $6+ Billion in loans through our network of Splash, powered credit union and bank partners who leverage our marketplace and automated loan processing technology. And we’ve raised over $135 million from investors like partners of DST Global, Citi Ventures, TruStage Ventures, Northwestern Mutual Future Ventures, Detroit Venture Partners, and more. But at our core, we’re still that little company from Cleveland with a big dream: to make people more powerful than their debt and we’re just getting started.. ABOUT OUR WORKPLACE: Splash is remote-first, and proud of it. We spend our days simplifying financial products and getting them into the hands of people who need them most. Right now, we’re focused on building financial technologies that fundamentally transform how the industry lends. Although Splash has been around since 2013, we still operate like a startup — fast-paced, nimble, and full of heart. We’re good people who care deeply about doing meaningful work and we approach challenges with creativity, passion, and urgency. And to hire the best, we provide the best: great health insurance, competitive salaries, and unique benefits like quarterly meet-ups and access to engagement tools that keep us connected — even from afar. At Splash, everything we do is guided by our values: Own It – We take full accountability and follow through on commitments. Raise the Bar – We move fast, innovate faster, and push through barriers. Say the Hard Thing – We speak up with honesty, respect, and a desire to solve problems and make things better. Elevate Each Other – We win as a team by lifting each other up. These values show up in how we work and how we connect — whether we’re collaborating on big projects or bonding over everyday moments. Yes, we even have Slack channels for #kids-and-pets and #food because we believe being human makes us better teammates. ABOUT THE ROLE: Splash Financial is seeking an experienced Loan Consultant for our 11:00am - 8:00pm EST AND 12:00pm - 9:00pm EST shifts. In this role, you'll handle inbound queries from potential customers via phone, email, and/or chat. Additionally, you'll reach out to customers who have initiated an application, guiding them through the process and addressing their questions. Your mission will be to deliver a world-class customer experience. This role will collaborate with internal stakeholders to ensure consumer insights are shared, will focus on achieving first contact resolution while maintaining high customer satisfaction scores and meeting other department metrics. WHAT YOU’LL DO AT SPLASH: Provide a world class customer experience to anyone who visits the site or reaches out for support. Proactively respond to inbound customer inquiries via phone, email and web chat. Assist with select outbound campaigns as needed. Responsibly review and process application information, loan documents and other sensitive information in relation to company and compliance guidelines. Document customer interactions and feedback accurately in the company’s CRM system to ensure comprehensive records and facilitate continuous improvement. Share insights with management regarding enhancements/adjustments to improve overall company products, operations and policies. Ensure timely follow-up and resolution of customer issues and concerns, striving for complete satisfaction. Continuously stay updated on industry trends and product knowledge to better serve customers and contribute to ongoing improvement efforts. WHAT YOU’LL BRING TO SPLASH: Prior banking and/or lending experience. Associate or Bachelor’s degree preferred. Experience with Salesforce or other CRM system / tech savvy. Microsoft office and/or Google Suite proficient. Ability to multi-task and manage changing priorities. Strong communication skills: Excellent verbal and written communication abilities to effectively interact with customers and team members. Problem-solving mindset: Proven ability to analyze issues and develop practical solutions in a fast-paced environment. Attention to detail: Keen eye for accuracy and thoroughness in handling financial information and customer data. Customer-centric approach: Demonstrated commitment to providing exceptional service and support to clients. Team collaboration: Ability to work effectively both independently and as part of a team, contributing to a positive team dynamic. Adaptability: Capacity to quickly learn new systems, tools, and processes, adapting to the evolving needs of the company. COMPENSATION: The base pay for this role is $24.04 per hour, based on market data and internal compensation practices. This role may also be eligible for an incentive program based on performance. SPLASHERS ENJOY: Fully remote work freedom Competitive salary packages Flexible PTO + 9 company holidays Equity: Share in our start-up success Comprehensive and affordable insurance benefits Paid parental leave for both caregivers Essential equipment to get the job done 401(k) for your future savings Quarterly meet-ups: In person & virtual fun Awesome Splash swag to flaunt your team spirit Employment at Splash is based on individual merit. Opportunities are open to all, without regard to race, color, religion, sex, creed, age, handicap, national origin, ancestry, military status, veteran status, medical condition, marital status, sexual orientation, affectional preference, or other irrelevant factors. Splash is an equal opportunity employer.

Responsibilities

The role involves providing a world-class customer experience by handling inbound queries and guiding customers through the loan application process. Additionally, the representative will document interactions and share insights for continuous improvement.