CDC Small Business Finance is a leading U.S. small business lender and award-winning nonprofit. Over the last four decades, CDC has provided more than $13 billion in loans to 11,000 entrepreneurs...and counting.

Unlike a traditional lender, we have the flexibility to offer affordable loans to a broader range of small business owners seeking financing for building purchases, major equipment and working capital, among other purposes.

As a non-profit organization, our mission is to support those who face the greatest obstacles in securing capital: women, minority and veteran-owned businesses. Our business loans have also played a critical role in bolstering economic development, helping create or preserve more than 180,000 jobs in California, Arizona and Nevada.

Primary Function:  

Provides timely Customer Service to all borrowers, partner lenders, and internal customers and performs general servicing responsibilities. Responsible for customer calls from the front desk. Monitors the Servicing email inbox and replies to customer inquiries within timed guidelines. Updates all loans in ventures from email and phone communication. 

Essential Functions

• Respond to customer services inquiries via email and phone
• Take ownership of each customer interaction
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits, follow-up to ensure resolution
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies
• Handle various general office tasks
• Create reports of customer interactions
• Provides backup to other positions within the department
• Assist with sending annual documents to borrowers
• Scan documents into imaging system
• Assist in logging and imaging borrowers’ tax returns throughout the year
• Assist with collecting mail and distributing mail to respective peers

• Minimum of 1 year of experience in general customer service
• Excellent verbal and written communication skills

Education

• High School Diploma

Physical Requirements

• Ability to lift 5lbs