Commercial Customer Service Representative

Concord Servicing

. Interface with customers, clients, and coworkers daily while executing production goals measured by KPIs.

Posted 10/3/2026full-timeMexico City • MexicoMid-LevelSenior💰 MX$20,000 - MX$23,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates exceptional customer service skills, with a strong focus on communication, relationship building, and compliance within the financial services industry. Proficient in managing account discrepancies and processing payments while maintaining accurate records and achieving performance goals.

Highest-signal resume keywords

Customer Service ExperienceAccount ManagementMicrosoft Office ProficiencyPerformance Goal AchievementDetail-Oriented Organization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Account ManagementPayment ProcessingReport PreparationData ReconciliationCasework Management

Soft Skills

Superior Communication SkillsTeam CollaborationPositive EnergyTime ManagementMulti-Tasking

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft OutlookAdobe

Industry Keywords

Financial ServicesCustomer SatisfactionRegulatory ComplianceKPI MeasurementClient Retention

About the role

Key responsibilities & impact

Interface with customers, clients, and coworkers daily while executing production goals measured by KPIs.
Handle inbound and outbound calls and ticket responses using company-provided knowledge and peer support.
Prepare customized reports, documentation, reconciliations, and process confirmations.
Provide exceptional customer and client service through phone, email, and other communication channels.
Build and maintain positive customer and client relationships and identify opportunities to improve satisfaction and retention.
Support teammates and collaborate on departmental goals.
Process customer payments over the phone accurately and in compliance with company policies.
Assist with payment plans, payment-related issues, refunds, and balance transfers.
Collaborate with accounting and booking departments to resolve account discrepancies.
Provide account statements, invoices, PIF letters, amortization schedules, payment histories, and other requested documentation.
Process modifications, update account information, and maintain accurate systems of record.
Maintain casework inventory, resolve cases within 1–2 business days where applicable, and document calls and next steps.
Collaborate with insurance partners to validate status and maintain compliant accounts.
Assist customers with customer portal access, navigation, self-service features, and technical issues.
Ensure interactions and transactions comply with company policies, procedures, and regulatory requirements.
Maintain accurate records for internal and external audit requests.
Collaborate with customer service agents and departments including bookings, collections, accounting, and client experience.
Participate in meetings, training, performance reviews, and town halls.
Perform additional duties, provide supplemental training or Q&A, and flex between casework and phone work based on business needs.

Requirements

What you’ll need

Superior communication skills – both written and verbal, especially regarding email etiquette.
Ability to achieve and regularly maintain performance goals as outlined by management.
At least 3-5 years of combined experience in a Customer Service role or Account Manager role in the financial services banking or related industry.
It is preferable that the majority of these years were worked with the same 1 or 2 employers.
Ability to work with management on adjustment of schedule based on client, company, or business need.
Proficient in Microsoft Office, including Excel, Word, Outlook, and Adobe.
Detail-oriented and organized with a proven ability to prioritize work effectively, or if given a specific directive.
Enthusiasm and positive energy, support for your teammates, your company, and your industry.
Ability to multi-task to achieve time management goals.

Benefits

Comp & perks

Base salary 10,600
Bonust 7,000
Food Vouchers
Internet Bonus
Medical Insurance
Life Insurance
Dental Insurance