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Lendistry: Customer Services Representatives – Santa Ana

The following information was provided by Lendistry


The Customer Experience Representative I engages with Lendistry’s customers on behalf of the organization, providing an exceptional customer experience. Join our fast-paced Customer Service team as a Customer Experience Representative where you will ensure customer success & support via phone and email, resolve inquiries, and deliver excellent customer service. Whether you are coming from a call center, client services, or technical support background, your skills in communication, problem-solving, and customer support will help drive customer satisfaction.

 

Compensation

$20 - $22 per hour, determined by role, level, and location.

 

What You’ll BE Doing

● Handle a high volume of inbound/outbound customer service calls with a high level of professionalism and a consultative approach.  

● Introduce Lendistry to potential clients, quickly building rapport and ensuring stellar communication for a superb client experience.

● Set client expectations regarding Lendistry’s lending process, ensuring client success

● Maintain a thorough understanding of Lendistry product-options, guidelines, and minimum required documents for completed applications. 

● Troubleshoot and resolve time-sensitive technical support problems for customer success

● Escalate calls as needed, and accurately address client concerns to ensure top client experience

● Thoroughly document all customer support interactions in our Customer Relationship Management systems

● Support the training of new Customer Experience Representatives by providing coaching on customer calls, via direction from the Customer Experience Center Team Lead.   

● Participate in special projects and occasionally perform assignments outside the scope of the customer service role.


Your Areas of Knowledge & Expertise

● High school degree required, and some college preferred. 

● Call Center, Customer Service, Help desk, member services, client success or technical support experience. 

● Lending experience helpful but not required. 

● Confident and professional phone demeanor 

● Ability to efficiently manage large amounts of customer service phone calls 

● Excellent verbal communication, conversation and active listening skills 

● Basic knowledge of computer software and office systems 

● Ability to thrive in a fast-paced environment, multitasking while keeping focused on the customer experience

● Emotional intelligence and excellent client service skills 

● Ability to follow communication guidelines, procedures, and policies 


The Perks

● The US base salary for this full-time position $19 - $22 an hour.

Their salary ranges are determined by role, level, and location.

● Comprehensive Medical, Dental, and Vision Insurance

● Generous Paid Time Off

● Birthday Day Off

● 12 Paid Company Holidays

● 401(k) Match

● FSA and HSA

● Paid Life Insurance 

● Paid Disability Insurance

● Pet Insurance

● Employee Assistance Program (EAP)

● Professional Development Courses

● In Office Provided Snacks and Drinks

● Gym Facilities (LA & Tustin/CEC Offices)

● In Office Engagement Activities

 

Lendistry: Why Join Us?   

Lendistry is proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate.  As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!

PHYSICAL REQUIREMENTS

This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus.  It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder.  Employees in this position must be physically able to efficiently perform the essential functions of the position.

 

The listed compensation range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations.  Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence.  Your recruiter can share more about the specific salary range during the interview process.

 

Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.


How To Apply:

Email resumes to lendistry.com/careers


Note: Candidates interested in applying for these roles should submit online applications and can then send their resume to BusinessSolutions@ocworkforcesolutions.com. For WIOA participants interested in applying for these roles, please have their case managers send their resume to BusinessSolutions@ocworkforcesolutions.com upon completion of an online application. The BSU team will send the resume directly to the recruiters




This WIOA Title I financially assisted program or activity is an equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. If you need special assistance to participate in this program, please call (714) 480-6500. TDD/TTY users, please call the California Relay Service at (800) 735-2922 or 711. Please call 72 hours in advance to allow the OC Workforce Solutions Center to make reasonable arrangements to ensure accessibility to this program.


The views, information, or opinions expressed by the organization(s) mentioned are solely those of the individuals involved and do not necessarily represent those of the County of Orange and its employees.

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This WIOA Title I financially assisted program or activity is an equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. TDD/TTY users, please call the California Relay Service (800) 735-2922 or 711. If you need special assistance to participate in this program, please contact (866) 500-6587 at least 48 hours prior to the event to allow reasonable arrangements to be made to ensure program accessibility.

Equal Opportunity Training information for Service Provider staff and mandated partners can be accessed on the Orange County Workforce Development Board/Orange County Workforce & Economic Development Division page here.

 

@2024 OC Workforce Solutions

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