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Customer Service Admin

San Diego, CA

Order: 73798
  • Use templates to respond to emails, faxes, and correspondence for routine issues.

  • Make outbound calls to customers in relation to correspondence.

  • Scan and manage all documents related to Customer Service correspondence (inbound faxes, emails, and mail).

  • Provide copies of loan documents to borrowers, loan officers, etc.

  • Distribute and process mail.

  • Update system with required basic information; e.g., address and telephone updates from Guild's website.

  • Provide responsive and courteous service to team and other departments.

  • Provide administrative support to department by processing returned mail, faxing and mailing outbound correspondence, statements, documents, etc.

  • Assist with CalHFA non-occupancy functions; prepare and send documents via certified mail, document status updates in the system, and maintain related spreadsheets.

  • Create daily activity summaries and spreadsheets.

  • Provide backup receptionist coverage as needed, including but not limited to, answering multi-line phones, scheduling meeting rooms.

  • Perform other duties as assigned.


  • High school diploma or equivalent preferred, along with at least one year experience providing general administrative support in a back office financial services environment, preferably in mortgage loan processing.

  • Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required.

  • Prior experience preparing certified mail preferred.