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Senior Research Specialist
Assurant. Provide frontline, direct contact with clients and customers through telephone calls, faxes, email, system tasks, correspondence, mail, express delivery, reports, and project assignments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills and effective communication abilities while managing complex inquiries in a fast-paced environment. Proficient in utilizing computerized systems for tracking and troubleshooting, with a focus on problem resolution and team collaboration.
Highest-signal resume keywords
Customer Service ExperienceMortgage Lending KnowledgeVerbal And Written CommunicationAttention To DetailProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Computer SkillsSpreadsheet AnalysisInformation GatheringTroubleshootingLoan-Level Inquiry ResolutionSales ProcessingCollateral Protection ServicesProject AssistanceTraining FacilitationEscalated Issue Resolution
Soft Skills
Listening SkillsAdaptabilityTeam CollaborationIndividual ContributionDetail Orientation
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Customer InteractionBankingFinanceMortgage BankingHazard InsuranceProperty LossMulti-Client EnvironmentsCross-Training Initiatives
About the role
Key responsibilities & impact- Provide frontline, direct contact with clients and customers through telephone calls, faxes, email, system tasks, correspondence, mail, express delivery, reports, and project assignments
- Serve as backup resource to the Call Center Department and process inbound calls as needed
- Use computerized systems for tracking, information gathering, and troubleshooting
- Assist and mentor Research Specialists
- Research and address escalated issues
- Train associates and support the team lead
- Recognize recurring problem areas and report them for action
- Retain accounts and suggest or encourage use of other services and products
- Promote and sell products or services and enter or confirm sales when applicable
- Follow standard procedures and policies while using judgment in customer responses
- Provide collateral protection services and add lender-placed insurance for uninsured customers
- Perform root-cause research and resolve complex loan-level inquiries and exception items
- Prepare responses to customers and clients
- Handle inbound and outbound calls related to hazard insurance, mortgage banking, and property loss
- Work in multi-client/multifunctional environments
- Handle escalated inquiries and assignments
- Assist with projects and cross-training initiatives
- Assist with facilitation of new-hire training
Requirements
What you’ll need- High school diploma/GED
- Intermediate computer skills, including ability to create, edit, and analyze spreadsheets and emails
- Minimum of 3 years customer service, banking, finance, mortgage lending, or related experience
- Proficient verbal and written communication with customers/clients
- Strong attention to detail
- Strong customer service skills
- Excellent listening skills
- Ability to adapt well to change
- Ability to work well in a team environment and as an individual contributor
- Ability to work in a fast-paced/high-stress environment
- Ability to think outside the box to resolve problems
- Ability to relay and document accurate and detailed information via inbound and outbound telephone calls and written communication
- Two-year degree preferred