Client Support Specialist II

The role

The Client Support Specialist II serves as the first line of defense in resolving customer issues and addressing inquiries for MeridianLink mortgage. The role responds to incoming client communications, documents interactions, and provides updates on resolutions.

What you will do

• Coordinate with internal departments to resolve client issues and follow through until completion.
• Handle inquiries using judgment and basic decision-making authority to resolve customer concerns.
• Assist in developing support delivery strategies, escalation procedures, and training.
• Mentor Client Support Specialist I associates.
• Provide information about products and services, answer questions, and resolve client issues.
• Complete activities supporting implementation of procedures.
• Ensure inquiries are properly followed up on and resolved.
• May fill in for a supervisor during staff or customer meetings.

Required qualifications

• Solid interpersonal, written, and verbal communication skills
• Self-motivated, highly organized individual with strong attention to detail
• Prior Technical Support and/or Customer Service experience

Nice to have

• Bachelor’s degree from an accredited college/university in a software-related field or equivalent technical experience with current major GPA of 3.0 or higher
• Familiarity with credit application, loan, underwriting, and credit scoring processes

About the company

MeridianLink mortgage.