Customer Service Specialist

Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital ($5K - $2M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what’s possible while creating value for all of our partners. 

Mulligan Funding is seeking a dedicated and proactive Customer Service Specialist to join our Customer Service Group (CSG) team. The Customer Service Group reports to our VP of Account Servicing & Collections and is responsible for providing exceptional customer service and support to our clients who have recently been funded by Mulligan Funding. The main objective of this role is to ensure a positive experience for our clients and to help them achieve their financial goals.

• Conduct proactive customer service outreach to newly funded clients, introducing the customer service team and offering support as needed.
• Analyze customer financial data and credit history to assess the best course of action for debt resolution.
• Follow up with clients newly funded clients to ensure satisfaction with their experience and to address any outstanding concerns or issues.
• Assist customers in understanding their payment options and providing guidance on how to prevent future delinquencies.
• Develop personalized customer service experiences by working closely with clients to create tailored solutions to their challenges, making each client feel heard and supported.
• Maintain thorough and accurate records of all customer interactions, payment agreements, and relevant account information in the collections database.
• Assist the collections team in retrieving delinquent debts as needed. 
• Performs other duties as assigned.

• Proven customer service experience in a professional setting.
• Strong interpersonal and communication skills.
• Ability to empathize with and prioritize customer needs.
• Patience and problem-solving skills.
• Knowledge of financial products and services is a plus.
• Team player with a customer-centric mindset.

• Medical, vision, and dental benefits to support you and your family.
• Flexible Spending Accounts (FSA) for eligible healthcare and dependent care expenses.
• A 401(k) with matching contributions to help you plan for retirement.
• Paid time off, including sick leave, vacation, and holidays.
• Paid parental leave for growing families.
• A Lifestyle Spending Account (LSA) for athletic and wellness expenses.
• An employer-sponsored Life and AD&D policy, with options for additional coverage.
• A Learning Stipend for professional development activities.
• An Employee Assistance Program (EAP) and travel assistance services.
• Complimentary snacks and refreshments in the breakroom.
• A referral program that rewards you for bringing in top talent.
• Company events to connect, celebrate, and grow together.

Mulligan Funding is an Equal Opportunity Employer (EOE) and takes great pride in building a diverse work environment. Qualified applicants are considered for employment without regard to age, race, religion, gender, national origin, sexual orientation, disability or veteran status.