Customer Correspondence Specialist

Customer Correspondence Specialist

The purpose of the Customer Correspondence (CC) Specialist role is to fulfill regularly scheduled customer correspondence, primarily form letters, as well as some other administrative duties, in accordance with company policies and procedures. The CC Specialist will on occasion also handle letters that are requested to be sent via fax or email. Letters the CC Team are responsible for include, but are not limited to, Payoff Letters, Letters of Guarantee, and UCC related letters.

Essential Functions

• Complete letters accurately, through the proper method
• Retain copies of correspondence sent
• Supervise assigned queues to ensure work is completed timely
• Capture activities that took place on account
• Assist in running daily files, and maintain request log
• Stuff and seal envelopes with requested information
• Handle/Supervise all front desk duties
• General administrative duties related to account servicing and office tasks

Required Education and Experience

• High School Diploma or GED
• Aqua Finance experience preferred, but not required
• No certifications or licenses required
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar
• Ability to use a computer, fax or telephone application to manage large amounts of information, including creating and editing simple databases, systems, and software by inputting data, retrieving specific documents, and creating reports to communicate information
• Ability to apply basic mathematical concepts
• Ability to identify problems and review related information to develop and evaluate options and implement solutions
• Ability to apply training/instructional methods and procedures appropriate for the situation when learning or teaching new job duties
• Proficient in the utilization of Microsoft Office Suite
• Attention to detail and accuracy required
• Excellent verbal and written communication skills required

Physical Demands

While performing the duties of this job, the employee is frequently required to sit, stand, walk, visualize, talk, hear, and handle or touch objects or controls. The employee may occasionally lift, push, or pull up to 20 pounds.

This position is an office-based position where you must be able to sit for long periods of time. The employee will be working on a computer 90% of the time.