Customer Service Representative
Aliso Viejo, CA
Summary
Handle all functions of the Customer Service process and general accounting activities. Effectively interact will all levels of employees, management, clients and vendors. The Customer Service Representative works with various department representatives throughout the company to ensure that all requests are completed to meet the needs of our clients.
Responsibilities
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Return calls and emails within 24 hours
- Handle multiple phone lines at a time
- Note accounts for all e-pay rejects
- Assist with all homeowner walk-ins pertaining to billing and customer service for keys, remotes, fobs, transponders, etc.
- Research accounts for misapplied and missing payments
- Process all adjustments/credits to homeowner’s accounts (fines, violations, late fees and late interest)
- Respond to all homeowner’s written correspondence pertaining to their account
- Maintain all homeowner interactions on their account
- Process all name and address changes
- Issue and process homeowner payments/refunds
- Initiate bank transfer paperwork between accounts when necessary
- Direct Debit set-up and Direct Debit cancellation
- Send Direct Debit confirmation letters
- Send change of address letters for returned statements
- Process fee waiver requests for homeowners
- Assist homeowners for logging in through our website
- Maintain and purge all closed escrow files per the Association’s year end
- Process work orders
- Close completed work orders
- Consult with Account Executives about specific problems/issues
- Input specific work orders from Account Executives, Assistants and homeowners
- Log and distribute incoming faxes on a daily basis
- Respond to website emails within 24 hours
- Check Community Profile/Vendor Sheet for specific vendor applicable to the Association
- Respond to customer calls, screen calls, resolve issues when possible, offer support and assistance
- Ensure customer issues are resolved quickly, completely and satisfactorily
- Provide coverage for other departments when necessary
Requirements
Knowledge, Skills and Experience
- Excellent customer service and relationship building background skills
- Demonstrate effective communication skills; oral, written and listening skills
- Collaborative decision-making and problem solving skills
- Demonstrate strong organizational skills
- Demonstrate time management abilities in a fast-paced, multitasking environment
- Set and communicate deadlines
- Follow through on tasks for clients and colleagues
- Must be able to work independently in a team environment
- Accounting skills
- Bookkeeping and Accounts Receivable experience
- Must be analytical, proactive, and detail oriented
- Must be patient, handle stressful situations, and maintain professionalism at all times.
Minimum Education
- High school diploma or equivalent
- Associate Degree preferred
If you are interested please apply here.