Customer Service Agent Jobs in Rockwall, TX

Location: Denton, TX (preferred) or Remote | Department: Client Success | Reports To: Vice President | Type: Full-time StorageDefender is a leading smart technology and solution provider for the self-storage industry. Founded in 2019, we've pioneered a customer-first platform that enhances operational efficiency, improves tenant experience, and drives revenue growth for storage operators across the U.S. Backed by a growing team and a national footprint, we're transforming how the industry thinks about smart automation and remote monitoring. Role Overview As a Customer Success Specialist, you'll play a mission-critical role in helping our B2B2C clients realize the full value of our technology. From onboarding and training to ongoing engagement and upsell support, you'll be a trusted guide in their success journey. The ideal candidate is personable, tech-savvy, detail-oriented, and thrives in a fast-paced, high-touch communication environment. Key Responsibilities Client Onboarding & Training: Lead new clients through setup and training to ensure a smooth launch and fast time-to-value. Relationship Management: Maintain consistent communication and engagement cadence via phone, Zoom, Slack, and chat. Customer Success Planning: Develop and execute tailored success plans based on client goals and usage data. Support & Problem Solving: Provide responsive, thoughtful support to help customers navigate challenges and maximize satisfaction. Advocacy & Feedback: Be the voice of the customer internally; gather insights to improve products, services, and team processes. Upselling & Retention: Identify and act on opportunities to expand customer relationships and reduce churn. Quarterly Business Reviews (QBRs): Present performance reports and strategic recommendations to customers and internal stakeholders. Cross-Team Collaboration: Work with Sales, Marketing, and Product to align on goals and ensure a seamless customer experience. Qualifications 2-3+ years in customer success, account management, or customer-facing B2B/B2B2C roles (SaaS or Self-Storage a plus) Strong communication skills with a high volume outreach style (calls, Zoom, chat) Confident delivering training and onboarding both virtually and in person Proficient with CRM systems and customer success platforms Able to analyze client behavior and recommend strategic improvements Technically curious and eager to learn evolving product capabilities Bachelor's degree in Business, Marketing, or related field preferred Preferred Experience Self-storage, insurance sales, or networking, services industry Hosting virtual-based training or webinars Familiarity with Slack, Google Suite, Microsoft Teams, Gainsight Benefits & Perks Competitive salary Performance bonus + stock option eligibility Health, dental, and vision insurance Paid time off (PTO) Opportunities for growth in a fast-scaling technology company Hybrid/remote flexibility How to Apply: Send your resume and a short cover letter to ************************* StorageDefender is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company. Customer Success Representative Job Responsibilities: • Answers a high volume of phone calls daily. • Processes changes to active policies. • Provides efficient and effective 5-star customer service. • Enters client data into insurance quoting systems, keeping data accurate. • Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation. Ideal candidates will possess the following: • 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency. • Property and Casualty license • Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes. • Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions • Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively. • Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary. • Excellent communication skills • Well-organized with good follow-through to completion • Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.

As a Care Advocate, you will play a critical role in providing full-service care coordination for our members. You'll serve as a compassionate and knowledgeable guide, helping members navigate their healthcare journey-from understanding the program services to scheduling appointments, coordinating travel, and facilitating follow-up care. Key Responsibilities: Manage end-to-end care coordination for members. Educate members on programs. Assist members in provider selection and procedure scheduling. Confirm appointments with patients and provider offices. Maintain accurate member records in CRM systems. Help arrange travel accommodations (e.g., hotel, flights, car rentals). Coordinate follow-up appointments post-procedure. Contact provider offices to request medical records, verify insurance, and schedule services. Maintain regular, guideline-driven communication and follow-up with members. Must-Have Qualifications: Bachelor's degree. Strong customer service skills. Nice-to-Have Qualifications: Experience working in a healthcare setting. Key Attributes & Soft Skills: Empathetic and compassionate with a member-first mindset. Excellent phone presence and communication skills. Ability to build rapport and trust with members over the phone. Calm and efficient under pressure in fast-paced environments. Why Join Us? Positive and supportive company culture. Comprehensive benefits package. Career advancement and personal development opportunities.

In this role you will provide support to customers while delivering excellent Customer Service to promote long-term customer retention. The Customer Service Representative will answer customer questions, explain product and service options, and assist customers with any existing problems. You will also maintain accurate customer records, notating any incidents or upgrades as needed, and provide customer solutions. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely. Tasks and Responsibilities: ● Support the Customer Service Center by performing tasks assigned by the Customer Success Manager ● Provide first level support to customers ● Resolve issues effectively, escalating as needed ● Greet customers with a professional and welcoming manner ● Speak to as many customers as possible daily ● Monitor and track recurring customer issues ● Update customer accounts ● Offer upgrade paths or new services to new and existing customers ● Support the Customer Success Manager as needed Requirements: ● Demonstrate experience utilising computers ● Ability to troubleshoot and effectively ● Clear communication with peers ● Must think independently with an attention to detail ● Track and monitor tasks to completion ● Must be team oriented and maintain a professional demeanor at all times ● Enjoy helping and speaking with customers ● Excellent customer service and communication skills ● Must have a collaborative approach and positive attitude Please submit your to apply!

We are hiring a Customer Service Specialist in Dallas, TX. The Customer Service Specialist is primarily tasked with the essential function of delivering exceptional customer service to our valued clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, interacting with customers and ensuring their needs are met with efficiency, respect, and professionalism. Customer Service Specialist Qualifications: · Superior verbal & written communication skill-sets · Work with a sense of urgency; demonstrate timely and thoroughly execution · Upbeat & outgoing mindset with positive energy · Interacts successfully with individuals and also teams · Maintains fruitful customer connections · Prior customer service or sales experience · Interacts successfully along with all amounts of management as well as staff members · Ability to work effectively independently and within a team to perform all tasks as assigned · High school diploma or equivalent · 1 year prior sales coordination or customer support experience · Prior SAP experience is a plus · Flexible with an ability to handle multiple tasks when priorities shift · Must be available to work on-site in Dallas, TX Customer Service Specialist Tasks & Duties · Processes new orders based on customer requests. · Tracks open orders to ensure completeness in a prompt manner. Checks pricing and verifies availability. · Reviews and troubleshoots customer problems and initiates standard action for repair, replacement, return or field service as guided by customer service policies. · Provide sales support · Demonstrate solid troubleshooting skills when issues arise · Respond to customer questions · Maintain a reliable working knowledge of customer information · Effectively handle a number of competing priorities. · Handle customer inquiries, complaints, and escalations in a professional manner · Maintain accurate and detailed records of customer interactions · Other duties as assigned to meet operational needs Benefits: · Standard starting compensation is commensurate with experience · Regular performance reviews · Training, networking and development opportunities · Flexible scheduling To begin the application process, please submit your resumé.

Vinyard Frame Designs, a picture frame showroom and workroom located in the Dallas Design Center, is seeking a full-time Showroom Sales Associate. We primarily serve the Design Trade but also work with museums, art collectors, galleries, and retail clients. Position Overview: This role involves working directly with clients to design custom framing projects, from personal photographs to large-scale interior design proposals. Experience in the picture framing industry is preferred and can increase salary considerations. However, a strong understanding of basic design and color theory is essential. Ideal Candidate Qualities: Highly detail-oriented with strong organizational skills Excellent people skills-building client relationships is a key part of the role Experience handling original artwork with care and professionalism Framing experience is a significant advantage What We Offer: Competitive compensation based on experience, plus monthly commissions Full-time schedule: Monday-Friday, 9:00 AM - 5:30 PM (lunch break from 12:00 - 12:45 PM) Hourly pay structure Benefits: Health, dental, and vision insurance. Plus 401K Paid vacation, holidays, and additional PTO opportunities This is a full-time, 40-hour-per-week position. If you're passionate about design and enjoy working with clients in a creative environment, we'd love to hear from you! Pay: Starting From $22.00 per hour / Experience in the Custom Picture Framing Industry can increase starting pay.

Rowley Company is a leading manufacturer and international distributor of home décor products, offering value-added services and solutions to our professional trade and retail partners. Since 1962, Rowley has supported drapery and upholstery workrooms, installers, and designers with the tools, supplies, education, and technical expertise needed to grow their businesses. Our vast portfolio includes over 15,000 products available for same-day delivery, utilized worldwide in window covering design, fabrication, installation, quilting, and upholstery. We serve a diverse range of industries, including residential, retail, hospitality, healthcare, education, and marine. The Customer Experience Representative (CER) is responsible for establishing and maintaining profitable relationships with customers on behalf of the company by answering incoming calls from customers placing product orders. They would also assist with fax/email orders, answer product inquiries and questions, handle complaints, troubleshoot problems and provide account information to customers. Responsibilities: Provide excellent customer service in an outgoing, courteous, friendly and professional manner Process product sales orders for customers via phone, fax or email Assist customers in locating items in the sales catalog and/or website Assist customers with product knowledge or technical assistance Assist customers in tracking sales order shipments Assist customers with account information and process credit card payments Requierments: Must be able to clearly speak and write in English Spanish speaking/writing skills are a plus* Must be polite, friendly and outgoing Must have excellent phone etiquette and people skills Must be able to work together, as a team, as well as independently Ability to follow through with questions from customers Ability to fax/email instructions and/or other document requests to customers Must possess strong computer and typing skills Education/Experience Required: Prior customer service experience is a must Prior sales experience is helpful Prior knowledge of Sage MAS 500, Netsuite and Microsoft Office is helpful

Service Specialist is responsible for handling questions, comments, and complaints regarding the company's products or services. Under moderate supervision, this job is the first line of support to resolve routine customer issues. The Customer Service Specialist is responsible for providing a positive customer experience and enhancing relationships between customers and the company. Key Responsibilities and Duties: Answers inbound customer service calls and provides entry-level troubleshooting and resolution to routine customer issues. Provides outstanding customer service to ensure service levels are achieved and exceeded. Responds to a high volume of low complexity general inquiries (e.g., general product and pricing information, billing issues, etc.). Provides responses to customer inquiries based on pre-determined scripts and other response guidance tools. Refers customers to published materials, secondary sources, or more senior staff. Documents customer feedback and complaints Same training schedule, Monday through Friday for 3-4 weeks, then nesting/shadowing will occur on site which can be anywhere between 2-3 weeks.

JOB SUMMARY/ORGANIZATIONAL IMPACT: The Client Service Representative (“CSR”) specializes in providing exceptional support to Account Managers in our Commercial Risk Management Division. They must also effectively and professionally interact with Summit clients to provide information in response to inquiries about products and services and to handle and resolve complaints. The CSR must be proficient in the areas of commercial property and casualty service, ratings, claims, and billings. RESPONSIBILITIES/ ESSENTIAL FUNCTIONS: Check to ensure that appropriate changes were made to resolve customers' problems. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. These tasks will be recorded in the Company CRM system. Assist Account Managers with investigation regarding unresolved customer grievances. Review insurance policy terms and collaborate with Account Managers to determine whether a loss is covered by insurance. Assist in the renewal process under the guidance of the Account Manager. Learn and know all company rating systems Learn and become proficient in processing certificates of insurance requests, handling all claims procedures, and following up with clients regarding billing issues. Identify process improvement opportunities to ensure service standards are exceeded. Perform related responsibilities and general administrative duties as required or assigned. EXPERIENCE: Previous office experience Experience using Microsoft Office suite, Office365 experience preferred 2+ years using Excel EDUCATION: High school diploma or equivalent; Bachelor's degree preferred. CERTIFICATIONS/LICENSES: Active state property and casualty insurance license (or ability to obtain within 6 months of hire)

We are seeking a motivated candidate to fill the role of Client Service Specialist in our rapidly growing firm. This is an outstanding opportunity for someone with an outgoing, friendly personality who enjoys interacting with other people. This individual should be comfortable communicating directly with clients, especially by phone. We offer competitive benefits, including medical/dental/vision insurance and 401(k) matching. This position requires a high school diploma or equivalent. Prior experience working in an office‐setting is a plus, but not required. Proficiency with Microsoft Outlook is necessary. Experience with other Microsoft Office applications, specifically Word and Excel, is also a plus. This individual will work in conjunction with an experienced Client Service Specialist. Job responsibilities will include, but are not limited to: Managing advisors' schedules Producing and completing payroll, investment account and engagement paperwork Troubleshooting client payroll issues Managing client trackers Answering and directing phone traffic Providing hospitality services to clients Cleaning and maintaining the office conference rooms and kitchen area Managing supply inventory Performing data entry, filing and scanning, and other administrative duties ABOUT OUR FIRM: We are a fee‐only financial planning and accounting firm committed to serving the comprehensive financial needs of our clients. This includes providing personal and business financial consulting, investment, tax preparation, bookkeeping and payroll services. Our firm is growing quickly and building a strong reputation within our niche. Our company fosters a team‐oriented atmosphere and has built a culture that truly makes it a fun and enjoyable place to build a career. We are very excited to welcome our next team member.

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Workdays- Monday-Friday- HYBRID WITH NO WEEKENDS! PlainsCapital Bank is currently looking to hire a The Treasury Management Client Services Specialist in Dallas, Texas. This position is responsible for the delivery of highly personalized client service engagements with the ultimate goal of delivering a one-call resolution. Will serve as the front-line contact for all Treasury Management commercial clients and will assist with complex solutions and other projects as needed. Responsibilities Provides highly personalized client service for all Treasury Management products and services. Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings in person, as needed. Coordinates communication with Treasury Management sales, back office, and front office staff to ensure timely processing of all requests; completes follow up and follow through style communication. Assists with testing of Treasury Management product files (ACH, Positive Pay, FTP formats, etc.) as needed. Performs installation, system testing and ongoing support for deposit direct clients. Acts as a liaison for internal and external clients for various treasury product vendors in order to drive client resolution of products such as Account Recon, Lockbox, Positive Pay, Deposit Direct, etc. Performs other duties as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company. Qualifications High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred. Two or more years of experience working in a client/customer support role with at least 1 of those years being in a financial services environment required; commercial banking strongly preferred. Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email. Excellent verbal, written, and interpersonal communication skills. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong attention to detail and accountability. About Us PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time. Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 59 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship. PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances. PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals. To learn more, please visit us online at plainscapital.com/about .

SUMMARY: As a Client Service Representative, you will play a pivotal role in managing client communications, resolving inquiries, processing payments, and ensuring customer satisfaction. Your commitment to accuracy, efficiency, and exceptional service will help maintain our reputation as a trusted leader in the auction industry. ESSENTIAL DUTIES & RESPONSIBILITIES: Client Interaction: Professionally handle incoming calls, emails, and chat inquiries with a focus on delivering exceptional customer experiences. Data Management: Accurately document all communications and payment information into the client database with meticulous attention to detail. Problem-Solving: Resolve client concerns promptly, ensuring timely follow-up and complete resolution. Payment Processing: Process and record payments with precision and adherence to company protocols. Relationship Building: Engage clients through open and interactive communication, fostering trust and long-term relationships. Order Management: Manage client catalog orders and incoming auction bids efficiently. Customer Satisfaction: Maintain organization's high standards for client satisfaction by providing accurate, clear, and complete information. Flexibility: Work extended hours and weekends at least twice a month to support high-demand periods. EDUCATION & EXPERIENCE: High school diploma required. 2+ years of customer service experience in a fast-paced, client-facing role. Experience in email and chat-based customer communication (2+ years). Proficiency in Microsoft Outlook and Excel is a must.

We are seeking a motivated and customer-focused Customer Service Representative (CSR) to join our team. The CSR will be responsible for delivering excellent service to our clients by responding to inquiries, resolving complaints, and ensuring overall customer satisfaction. This role requires strong communication skills, a problem-solving mindset, and the ability to work effectively in a fast-paced environment. Key Responsibilities: Respond to customer inquiries via phone, email, chat, or social media in a timely and professional manner Provide accurate information about products, services, and policies Resolve customer complaints and issues with empathy, efficiency, and professionalism Maintain customer records by updating account information and logging interactions in the CRM system Collaborate with internal departments to address and escalate customer concerns as needed Follow communication procedures, guidelines, and policies Identify and suggest process improvements to enhance customer experience Stay up to date on product knowledge and company updates Qualifications: High school diploma or equivalent; associate's or bachelor's degree is a plus Previous experience in customer service or a similar role preferred Excellent communication and interpersonal skills Strong problem-solving and conflict-resolution abilities Proficient with computers and customer service software (e.g., CRM tools) Ability to multitask and manage time effectively Positive attitude and a team-oriented mindset All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Job Title: Experience Specialist Duration : 12 months contract (possibility of extension) (Hybrid- 4 day remote, 1 day onsite. Following 2025 Sep, 4 day onsite, 1 day remote. Interview process: 1 round, video conference interview) Pay: $17/hr on w2 basis without benefits/holiday/vacation. Job Description: What you'll be doing Provide a customer-first level of service to help anyone part of Team get their question answered or need resolved - be a steward that helps establish the Ask HR online tool as a partner Team can trust and rely on Correctly identify the population segment of the person asking the question to determine the correct answer to provide, including but not limited to job level, worker type, work location, and Toyota entity Understand the needs and intentions of the person asking the question to ensure their question is answered accurately, even when the question may be vague (follow up may be needed to clarify) Be able to converse with the person asking the question, via written communications, in a positive and welcoming tone while maintaining professionalism Ensure a “need to know” level of privacy and confidentiality of who is asking questions and what they are asking Quickly and accurately navigating a library of information across 30+ categories and hundreds of pieces of information to find the information that will answer the questions; may involve reaching out to Subject Matter Experts if the answer is not readily available Triage and respond to 20-30 online questions per day, ensuring each question received is either resolved or escalated within 24 hours or less Apply discretionary judgement to determine when a question should be escalated and work with the appropriate escalation contact to ensure a proper handoff Requirements: Qualifications/ What you bring (Must Haves) - Highlight Top 3-5 skills Customer-first mindset and attitude; previous customer service experience Strong written and verbal communication skills; proficiency with the English language Proven ability to collaborate with a wide range of people at all levels in the organization Proven ability to maintain a high degree of confidentiality Willingness/passion for managing a high-volume of tasks while maintaining a high-degree of accuracy and attention to detail A positive team attitude that looks to learn and grow everyday Proficiency with Microsoft 365 applications (Word, Excel, PowerPoint, Teams) Ability to quickly learn new software High School Diploma or equivalent (GED) or higher degree Added bonus if you have (Preferred): Proficiency in Spanish, French, and/or Japanese Advanced writing and content management experience Awareness of Design Thinking College degree

Join a growing team and make a real impact by supporting business customers with customized solutions-all while enjoying the flexibility of a hybrid work schedule. This is a great opportunity to advance your career in a professional, customer-focused environment while representing a respected name in the energy industry. Primary Services is actively recruiting for a Bilingual Customer Care Representative to support a large and established client in the commercial energy sector. In this role, you will serve as the primary point of contact for business customers, handling inbound and outbound interactions across phone, email, fax, internet, and mail. This is a dynamic, customer-facing role with real responsibility and the opportunity to drive customer satisfaction at scale. Responsibilities Serve as the main contact for business customers with inquiries, complaints, and requests. Promote the company's products and services to new and existing customers. Manage account activities including order entry, billing inquiries, payment arrangements, and product support. Resolve customer issues professionally and diplomatically, de-escalating challenging interactions. Analyze account data to identify solutions and ensure billing accuracy. Conduct outbound calls as needed to support account follow-ups or outreach. Apply procedural and technical knowledge to improve the customer experience. Identify opportunities for system or process enhancements to increase efficiency. Use internal software, phone systems, and Microsoft Office tools to perform tasks efficiently. Provide support in English and Spanish, if bilingual. Qualifications High school diploma or GED required. Bilingual Spanish/English required for designated roles. Prior experience in customer service or account support preferred. Strong problem-solving and conflict resolution abilities. Effective verbal and written communication skills. Comfortable navigating multiple software systems and typing while speaking. Basic math and analytical skills for handling billing and account questions. Ability to stay calm, patient, and professional under pressure. Want to be notified of similar positions? Visit ******************************* to sign up and have notifications delivered straight to your inbox!

you will be a resource in part of a complete call center buildout. This resource will be part of the "call center for patient services". Patients call in when having first level troubleshooting issues with their devices-- including mobile app support/ Bluetooth issues... etc. The resource will be responsible for answering these calls and finding resolution for the patients or escalating the call to the appropriate party. Experience: Required: Strong communication skills-interpersonal, verbal, and written. 2-5 years required experience in a call center, customer service in a medical field, or technical support role Proficient with computers and common Microsoft applications. Critical thinking/judgment and effective problem resolution Preferred: Sleep study and sleep apnea background or knowledge Multi-tasking skills with proven results. Basic knowledge of medical device industry and specifically, Inspire technology, sleep apnea, sleep studies, and upper airway stimulation therapy.

Bungalow Funding is Balbec's affiliated Mortgage Servicing Rights platform. Balbec Capital (“Balbec”) is an SEC-registered alternative investment manager with offices in the United States and Europe. Since its founding in 2010, Balbec has deployed over $23 billion globally through its funds and investment vehicles, seeking to deliver consistent, risk-adjusted returns to investors and long-term partners across asset-based credit strategies. Balbec is a direct investor in residential and commercial mortgage loans at all stages of performance, mortgage servicing rights, and select consumer and alternative credit assets. Leveraging its proprietary technology and transaction management platform, Balbec efficiently executes highly granular transactions, enabling the firm to serve a broader range of counterparties and generate returns for investors by applying institutional execution standards to inefficient, underserved or fragmented markets. Balbec's funds rank among the largest issuers of U.S. residential mortgage-backed securities (RMBS) through its PRPM shelf. The firm's investments in agency mortgage servicing rights are sourced via its affiliate, Bungalow Funding. Balbec has invested in over 20 countries, selectively deploying capital into geographically and asset-diverse opportunities that exhibit attractive risk/reward profiles, upside potential, and substantial downside protection. Job Description & Key Responsibilities *This role will be located in the DFW, TX area.* The Sub-Servicing Oversight Team is responsible for managing the performance of Bungalow Funding's approved Sub-Servicers and performing other servicing related functions. The Sub-Servicing Oversight Specialist will perform end-to-end surveillance on sub-servicing activities and assist with monitoring other key servicing vendors such as document custodians. They will monitor, oversee, and drive solutions to mitigate losses. This team member will play a key role in ensuring that servicing operations are in compliance with applicable agency and Bungalow guidelines. Responsibilities include: Performing day-to-day surveillance of sub-servicing activities including but not limited to collateral management, default operations, loan administration and MSR acquisition activity Reviewing loan level exceptions to ensure sub-servicers are servicing loans appropriately Reporting quality assurance and exception review findings to Bungalow's management team and working with the applicable sub-servicers on root cause/remediation Communicating with document custodians and sub-servicers to monitor, reconcile, and recover collateral Monitoring FHLMC, FNMA, as well as internal reports/scorecards to identify areas of concern and perform reviews of exceptions captured in the reports and/or scorecards Assisting with the enhancement of Bungalow's existing oversight platform to ensure optimal servicing performance with a growing servicer Qualifications & Experience Bachelor's degree from an accredited college or university preferred 5+ years of professional mortgage servicing experience 3+ years of GSE Mortgage servicing experience with a background and understanding of Fannie Mae and Freddie Mac mortgage servicing practices in some of the following areas: General Servicing, Default Management, Collateral Management, Escrow, and Quality Control Ability to perform repeatable tasks consistently with strong critical thinking skills Ability to work in a fast-paced changing environment with a positive attitude Strong team player Excellent computer skills, especially MS Excel (Pivots, VLOOKUP, and complex formulas) MSP/Sagent experience a plus Equal Employment Opportunity Bungalow Funding and Balbec Capital are committed to ensuring equal employment opportunities for all employees, including qualified employment applicants. The firm strives to maintain an environment free of discrimination based on race, color, religion, gender, national origin, ancestry, age, disability, genetic information, military or veteran status, marital status, sexual orientation, gender identity, citizenship, or any other protected category or characteristics as defined by federal, state or local laws. This equal employment opportunity policy applies to all employment practices, including but not limited to recruiting, hiring, advertising, promotion, transfer, reductions in force, social and recreational programs, training, employee development, compensation and fringe benefits, discipline, and termination. Disclaimer for External and 3rd Party Recruiters: Please note that Bungalow Funding and Balbec Capital do not accept unsolicited resumes from external or third-party recruiters. All recruitment-related inquiries and submissions must be directed exclusively to our HR department at ******************. We kindly request that recruiters refrain from contacting any other employees within the organization regarding job opportunities. Any unsolicited resumes sent to our employees or submitted outside of the designated HR contact will become the property of Balbec Capital without any obligation to pay referral fees. Thank you for your cooperation.

Our client, a Financial Services Firm, is seeking an Client Services Representative in their Dallas, TX location: Responsibilities: • Handle complex and escalated issues from financial professionals and customers. • Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc. • Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer • Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule. • Utilize the CRM (Client Relationship Management) tool to accurately record each call. • Work independently within the team to assist callers without requiring outside assistance. • Participate in special projects as assigned. • Provide training support on department process and system navigation. What you need to have: • 1+ year of previous call center experience • 1+ year of proficiency with Microsoft Office tools. • Must have High School diploma or GED Really catch our eye with: • Demonstrate a real passion for providing high level of customer service. • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills • Top notch communication and interpersonal skills • Keen eye for detail • Highly responsive to coaching and training. • Able to work well independently as well as collaborating with team members and other peers/leaders • Show an understanding of the Financial Services Industry and our role in it. • Banking experience • College degree or equivalent experience Our top performers share the following traits: • Adaptable to change in a fast paced environment. • Courteous and empathetic to client concerns • Superior listening skills • Positive role model to colleagues • Team player attitude • Energetic and results-oriented

Hiring Range Minimum to Maximum: $13.25 - $14.00 is also eligible for incentive pay based on performance. Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. Skills for Success Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. The Work Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments. Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone Sell customers on the benefits of timely lease agreement renewal payments Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals Assist with merchandise returns and guest deliveries as directed by management Clean and certify merchandise in the Quality Assurance Center for all items personally returned Complete and maintain weekly vehicle maintenance sheet and route sheets daily Load, secure and protect product in company vehicle Safely operate company vehicle Assist the Sales Team as needed Any reasonable duties requested by management Requirements United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18. Must meet DOT requirements to obtain certification in required states (United States) Ability to work schedule of hours varying from 8 am to 9 pm Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly Two years of retail/customer service experience preferred High School diploma or equivalent preferred Excellent interpersonal and communication skills High energy with the ability to effectively perform all functions of the store and multitasking effectively Proper telephone etiquette Uphold the Aaron’s Brand and protect company assets Maintain a professional appearance Proficient computer skills