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Concord Servicing
Concord Servicing
201 – 500 Employees
BankingFinanceFintech
Concord Servicing is a financial technology and loan servicing company supporting loan originators, capital providers, and their customers across multiple asset classes. Drawing on more than 30 years of experience, the company manages consumer receivables, multi-currency billing and payments, collections, and software that provides real-time portfolio access. Concord Servicing operates across the United States and Mexico, combining compliance-focused processes with scalable servicing support for clients managing complex loan portfolios.
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Commercial Customer Service Representative

Support commercial customers and clients at Concord Servicing, a loan-servicing company. Manage payments, account documentation, insurance tracking, portal assistance, and compliance reporting.

MXMexico
$20,000 – $23,000 / year
HybridFull-timeMiddleSeniorEnglish RequiredCustomer Support

Description

  • Serve customers, clients, and colleagues while meeting KPI-based production targets.
  • Manage inbound and outbound calls and ticket responses using company knowledge resources and peer support.
  • Create customized reports, documentation, reconciliations, and process confirmations.
  • Deliver customer and client support through phone, email, and other communication channels.
  • Strengthen customer and client relationships while identifying ways to improve satisfaction and retention.
  • Support teammates and contribute to departmental objectives.
  • Process customer payments by phone accurately and according to company policies.
  • Assist with payment plans, payment issues, refunds, and balance transfers.
  • Work with accounting and booking teams to resolve account discrepancies.
  • Provide account statements, invoices, PIF letters, amortization schedules, payment histories, and other requested records.
  • Process account modifications, update customer information, and maintain accurate system records.
  • Track casework, resolve applicable cases within 1–2 business days, and document calls and next steps.
  • Coordinate with insurance partners to verify status and keep accounts compliant.
  • Help customers access and use the customer portal, including self-service tools and technical features.
  • Ensure customer interactions and transactions follow company policies, procedures, and regulatory requirements.
  • Maintain accurate records for internal and external audit requests.
  • Coordinate with customer service, bookings, collections, accounting, and client experience teams.
  • Attend meetings, training sessions, performance reviews, and town halls.
  • Complete additional duties, provide supplemental training or Q&A support, and shift between casework and phone responsibilities as business needs change.

Requirements

  • Excellent written and verbal communication skills, including professional email etiquette.
  • Ability to meet and consistently maintain management-defined performance targets.
  • Three to five years of combined customer service or account management experience in financial services, banking, or a related industry.
  • Preference for gaining most of this experience with one or two employers.
  • Ability to coordinate schedule adjustments with management based on client, company, or business needs.
  • Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and Adobe.
  • Strong attention to detail and organization, with the ability to prioritize work effectively and follow specific instructions.
  • Positive, enthusiastic approach with a commitment to supporting teammates, the company, and the industry.
  • Ability to manage multiple tasks while meeting time-management objectives.

Benefits

  • Base salary: 10,600
  • Bonus: 7,000
  • Food vouchers
  • Internet bonus
  • Medical insurance
  • Life insurance
  • Dental insurance

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