Who is Bloom Bloom is a Canadian fintech focused on revolutionizing the market for home equity release (reverse mortgage) solutions in Canada. We believe that unlocking home equity can and should be a simpler, friendlier process, and that Canadians will increasingly view home equity release as a mainstream solution to support retirement. Our mission is to help 55+ homeowners find financial flexibility in what should be the springtime of their lives.We are looking fora Customer Service Representativewho demonstrates enthusiasm, patience, great people skills and have a base knowledge of the financial services industry, preferably mortgages.This role involves a blend of customer-facing support and administrative responsibilities to service our expanding mortgage portfolio. Primary contacts include borrowers and external legal counsel. The ideal candidate must be:Customer Focused: Willing to exceed customer expectations and educate clients where applicable.Resourceful: Proactive in learning new tools and solving problems independently.Detail Oriented: Committed to accuracy and thoroughness in all tasks.Results Driven: Able to act decisively and efficiently to complete tasks and resolve issues.Innovative: Constantly seeking ways to improve service delivery and operational workflows.ResponsibilitiesCustomer Support:Respond to inquiries via phone, email or chat upon completion of Mortgage Agent Level 1 certification.Provide information and assistance by retrieving information quickly and efficiently.Maintain detailed records of customer interactions in our CRM system.Collaborate with internal teams to resolve issues promptly.Build and maintain strong relationships with external legal counsel and other relevant stakeholders.Administrative Support:Manage incoming correspondence such as mail, emails, and faxes.Organize and maintain digital documents and ensure accurate filing within our internal systems.Perform general office tasks such as data entry, reporting, and record keeping.Assist with special projects that improve service delivery and administrative operations.Quality Assurance and Compliance:Ensure accuracy and consistency while adhering to internal policies and regulatory standards.Support internal audits and quality checks as needed and raise potential compliance issues appropriately.The following qualifications will assist the successful candidate in carrying out these responsibilities:Post-secondary education.1-2 years related experience in customer service or call center roles.Proficient Microsoft Office skills.Strong verbal and written communication skills.Excellent problem-solving and analytical abilities.Capable of multitasking and performing well in a fast-paced environment.Mortgage Agent Level 1 certification (or willingness to obtain).Why Join Bloom?Be part of an innovative, fast-growing fintech company.Work in a supportive, collaborative environment that values your expertise and contributions.Opportunities for professional growth and development.Competitive compensation and benefits package.If youre passionate about delivering exceptional customer service, wed love to hear from you. Apply today and contribute to our mission of empowering Canadian homeowners with innovative reverse mortgage solutions.
Job Title
Customer Service Representative