Customer Service Specialist

Location: Bel Air, MD
Schedule: Monday-Friday, 8:00 AM-4:30 PM (Onsite)

Overview

A growing financial services organization is seeking a Customer Service Specialist to support customers, process account requests, and assist branch operations. This full-time, onsite role is ideal for someone who enjoys a collaborative environment, career development, and strong work/life balance.

What You'll Do

Customer Support

• Greet and assist customers in person, by phone, and via email.
• Handle routine inquiries, account questions, and service requests.
• Promote available convenience services and digital solutions.

Accounting & Transactions

• Process incoming payments and prepare deposits.
• Disburse loan funds and complete internal adjustment forms as needed.
• Initiate outgoing past-due notices and make routine delinquency follow-up calls.

Loan Servicing Support

• Assist with preparing, printing, and mailing loan packages.
• Ensure executed loan documents are properly scanned and filed.
• Collect and organize customer financial information for loan officers.

Administrative Support

• Prepare correspondence, reports, and branch documentation.
• Assist in maintaining system accuracy and supporting branch operations.
• Perform general clerical duties as needed.

Qualifications

• 2-5+ years of customer service or administrative experience; financial services preferred.
• Strong communication and interpersonal skills.
• Proficiency with common office software and systems; self-starter mindset.
• Excellent organizational and multitasking abilities.
• Ability to maintain confidentiality and prioritize workloads.
• Ability to work onsite during standard branch hours.
• Comfortable working at a computer for extended periods.