Coordinate and manage new permanent onboarding processes Schedule and conduct orientation sessions Prepare onboarding materials, documentation, and system access Ensure completion of required paperwork and compliance documents Serve as a main point of contact for new employees during onboarding Collaborate with HR, hiring managers, and IT to support new hires Track onboarding progress and maintain accurate records Provide support and answer questions to enhance the new permanent experience
We are looking for a Customer Experience Specialist to join a mortgage services team in Texas in a contract role with the potential for a permanent position. This position supports customers through a wide range of account-related questions, including payments, escrow and tax matters, refinance inquiries, and early-stage delinquency conversations. The role is ideal for someone who communicates with confidence, stays organized in a fast-paced call center setting, and can move comfortably between multiple systems while delivering a positive customer experience.<br><br>Responsibilities:<br>• Respond to a high volume of incoming and outgoing customer calls related to mortgage accounts, payment activity, escrow items, tax questions, and refinance requests.<br>• Guide customers through account concerns with professionalism while helping resolve early-stage past-due situations up to 60 days delinquent.<br>• Navigate several internal platforms and AI-supported tools to research account details, document interactions, and provide accurate information.<br>• Deliver clear written and verbal communication when handling follow-up messages, service updates, and customer inquiries.<br>• Maintain productivity and service quality standards in a fast-paced call center environment with changing customer needs.<br>• Participate in training, coaching, and post-training support to build product knowledge and strengthen call handling performance.<br>• Support rotating Saturday coverage on a scheduled basis, with compensatory time provided according to team guidelines.
<p>Generate and distribute accurate customer invoices</p><p>Post and apply customer payments, including checks, ACH, wires, and credit card transactions</p><p>Monitor customer accounts and follow up on outstanding balances</p><p>Perform collection activities on past-due accounts</p><p>Investigate and resolve billing discrepancies and payment disputes</p><p>Prepare aging reports and account status updates</p><p>Process credit memos and chargebacks</p><p>Reconcile accounts receivable balances and customer accounts</p><p>Assist with month-end close and AR reporting activities</p><p>Maintain customer account records and documentation</p><p>Communicate professionally with customers regarding account issues and payment status</p>