Job Description

We are looking for a detail-oriented and proactive Customer Account Coordinator to act as the key point of contact for customer inquiries and concerns related to their contracts. In this role, you'll bridge communication between customers and internal teams, ensuring seamless resolutions and delivering an outstanding customer experience. This position is perfect for someone who is self-motivated, thrives in a collaborative environment, and enjoys working in a fast-growing finance company.

** This position is direct hire with full benefits, pays between $50-60K for a starting salary, and we are seeking someone who enjoys working mainly onsite (this role is hybrid with 1 day a week remote) **

What You'll Do:

• Be the first point of contact for customers, handling inquiries and concerns with professionalism and care.
• Prepare customer documents and ensure timely completion in alignment with SLA guidelines.
• Manage and distribute daily ACH return reports, ensuring accurate updates to the CRM system.
• Coordinate with internal teams to resolve customer issues and ensure prompt responses.
• Handle complaints, process requests, and follow up on resolutions to guarantee customer satisfaction.
• Collaborate with sales and senior leadership when additional support is needed to assist customers effectively.
• Create and share detailed reports on daily, weekly, and monthly metrics.

What You Bring:

• Strong communication skills, both written and verbal, with a professional phone demeanor.
• Exceptional problem-solving abilities and a knack for critical thinking.
• Ability to multitask and stay organized without compromising accuracy.
• Proven ability to analyze data, identify trends, and draw actionable conclusions.
• A high level of discretion when working with sensitive or confidential information.
• Flexibility to adjust work hours to meet business demands.

What We're Looking For:

• 3-5 years of experience in a high-volume customer service role, ideally in a corporate environment.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, and PowerPoint).
• A bachelor's degree is preferred but not required.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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