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Agent Application Support
ServiceFirst is a world-class call center and BPO with strategic locations around the globe; providing an elevated Customer Experience to benefit our client’s businesses with exceptional customer engagement. While our core business is to help our partners better serve their customers, ServiceFirst will also provide reduced labor and operational costs, a diversified footprint for business reliability, and an innovative entrepreneurial culture – all to attain corporate performance objectives as our partners trusted advisor and preferred business partner. What you’ll do: This account is a fast-growing consumer finance lender that provides solutions to consumers through our convenient online process, seeking positive and enthusiastic individuals to join our team as Agent Application Support. As an Application Support, you will play a key role in delivering the best service possible to our customers by confidently engaging with them through inbound and outbound phone calls. Responsibilities: • Field both inbound and outbound phone calls for customers who are in the process of finalizing their loan application. • Assist customers in uploading required documents in a timely manner, by demonstrating advanced knowledge of the system and customer website. • Reviews and calculates income for all primary borrowers to determine a borrower’s ability to repay the requested loan amount. • Responsible for verification of applicant identity documentation, prior to loan approval and funding. • Submitting concessions for evaluation, if necessary, and creating a contract for clients to agree to and sign before sending the application to the internal underwriting team for final approval. • Depending on the type of loan, Customer Onboarding Specialists may need to create a shipping label for the title to be mailed to us if collateral is required before funding. • Ensure acceptable Income Document Types/Requirements • Utilize strong technical and communication skills to quickly identify where the customer is in the process, then communicate which steps they need to take next. • Complete training, which includes product knowledge, application process, and core systems. • Maintain knowledge of company's financial policies and procedures, as well as state and federal laws. • Persuasively drive applicants to complete their required steps during the call. • Manage and track all activity using the core system of record. • Identify and escalate false documents to the Fraud Team. • Consistently meet and exceed monthly metrics of accountability. Qualifications: • Excellent communication, customer service, and sales skills. • Two or more years of experience in sales or financial services is desirable. • Bilingual (English/Spanish) skills are desirable. • Availability to work shifts within the call center's hours of operation We are looking for individuals who are passionate about helping customers achieve their financial goals and who thrive in a fast-paced environment. If you possess these qualities and meet the qualifications listed above, please apply to join our team. ServiceFirst is an equal opportunity and affirmative action employer and will consider all qualified applicants without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factors under federal, state or local law.
Sales Enablement Coordinator
ServiceFirst is a world-class call center and BPO with strategic locations around the globe providing an elevated Customer Experience to benefit our client’s businesses with exceptional customer engagement. While our core business is to help our partners better serve their customers, ServiceFirst will also provide reduced labor and operational costs, a diversified footprint for business reliability, and an innovative entrepreneurial culture – all to attain corporate performance objectives as our partners trusted advisor and preferred business partner. We are looking for an Executive Assistant – Sales Operations (Sales Enablement Coordinator) to provide direct support to our Director of Sales and VP of Strategic Partnerships, keeping both executives organized, informed, and ahead of schedule. This is a hybrid role: part executive assistant, part sales operations support. You will manage calendars, meetings, and follow-throughs for two senior leaders, while also owning the accuracy of our sales trackers, CRM records, and recurring reports. The work is deadline-driven and highly visible — leadership makes decisions based on the numbers you prepare, so accuracy and consistency matter more than anything else in this role. The majority of work will come from the Director of Sales. The VP of Strategic Partnerships will occasionally make requests directly, and these take priority. When a VP request displaces something already in progress, you are expected to say so and re-confirm the new timeline rather than let the original deadline slip quietly. If you are the type who catches the one wrong figure in a spreadsheet, keeps a tracker current without being reminded, and can hold your own with senior stakeholders, this role is for you. This role is a coordination and support function. It does not carry a sales quota, and does not involve prospecting, pitching, or lead generation. Key Responsibilities: Executive Support •Manage the calendars and meeting schedules of the Director of Sales and VP of Strategic Partnerships •Coordinate scheduling between both executives, resolving conflicts and protecting time for priority work •Escalate promptly when a reprioritized request affects an existing deadline, and confirm the revised timeline in writing •Prepare agendas, meeting materials, and pre-read reports ahead of leadership and sales meetings •Take minutes during meetings, then track action items to completion and follow up with owners •Draft, review, and route correspondence, presentations, and internal communications on behalf of both executives •Handle confidential information with discretion at all times Travel and Expense Administration •Book and coordinate travel arrangements, accommodation, and itineraries for both executives •Prepare, submit, and track reimbursement claims for travel and business expenses through to release •Collect and file receipts and supporting documents, ensuring claims are complete and submitted within cut-off dates •Maintain an expense tracker and follow up on pending or disputed claims without needing reminders •Handle meeting logistics including boardroom bookings, calendar invites, or equipment requirements •Coordinate and send meeting invites for client and external stakeholder meetings on behalf of the Director of Sales and VP, including scheduling across time zones •Liaise professionally with clients and external partners on scheduling, confirmations, and rescheduling as the representative of leadership Sales Team Coordination •Serve as the coordination point between leadership and the Sales Managers on deadlines, submissions, and deliverables •Schedule and organize pipeline reviews, one-on-ones, and team meetings, including logistics and documentation •Follow up on outstanding sales submissions, updates, and requirements so nothing sits unresolved •Support onboarding and administrative needs of new sales team members •Provide periodic administrative support during campaign launches and US roadshows — bookings, travel and reimbursement processing, scheduling, and logistics Reports and Trackers (Critical) •Own and maintain sales trackers, dashboards, and recurring reports — daily, weekly, and monthly •Consolidate data from multiple sources into a single, accurate, and readable format for leadership •Validate every report before submission: check figures, formulas, date ranges, and totals for errors •Flag discrepancies, missing data, and inconsistencies proactively rather than waiting to be asked •Meet all reporting deadlines without follow-up from leadership CRM and Data Management •Own CRM data quality: identify and correct inconsistencies, remove duplicates, and keep lead and opportunity records accurate and reporting-ready •Audit the CRM regularly for gaps, stale records, and inactive leads, and flag them to the Sales Managers for action •Verify that outbound sales activities are properly logged, and follow up with the sales team where records are incomplete •Maintain CRM standards and conventions so reporting stays consistent across the team Qualifications: Required •3–5 years of experience as an Executive Assistant, Sales Admin, or similar senior support role •Proven experience supporting Director-level or above, working directly with senior leadership and cross-functional teams •Experience supporting more than one executive at a time, or a demonstrated ability to manage competing priorities across stakeholders •Exceptional attention to detail — particularly with numbers, reports, and trackers •Strong organizational and time management skills; able to juggle competing priorities and meet deadlines independently •Strong proficiency in Excel and/or Google Sheets (formulas, pivot tables, data clean-up) •Demonstrated ability to learn new systems quickly — willing and able to be trained on CRM, reporting, and AI tools as the role evolves •Confident and professional in client-facing communication, including with international stakeholders •Excellent written and verbal English communication skills •Professional, dependable, and comfortable in a fast-paced, sales-driven environment •High level of discretion in handling confidential information Preferred •Exposure to Salesforce or any CRM platform — not required, as full training will be provided •Experience handling travel bookings, expense reports, and reimbursement processing •Background supporting a sales or business development team •Familiarity with sales pipeline concepts, forecasting, and reporting cycles •Working knowledge of Microsoft 365 (Outlook, Teams, Excel, SharePoint); exposure to Power BI or similar dashboard tools is a plus •Exposure to AI productivity tools for drafting, summarizing, and data handling •Experience supporting sales campaigns, events, or roadshows Service First is an equal opportunity and affirmative action employer and will consider all qualified applicants without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factors under federal, state or local law.
Senior Web Developer
ServiceFirst is a world-class call center and BPO with strategic locations around the globe providing an elevated Customer Experience to benefit our client’s businesses with exceptional customer engagement. While our core business is to help our partners better serve their customers, ServiceFirst will also provide reduced labor and operational costs, a diversified footprint for business reliability, and an innovative entrepreneurial culture to attain corporate performance objectives as our partners trusted advisor and preferred business partner. We need a Java Developer who will ensure that everything runs smoothly from one day to the next. Join a dynamic financial services company at the forefront of personal lending innovation. Our platform operates on AWS and leverages the industry's best technical stacks, including Vue.js, Java, Spring Boot, SQL/NoSQL, and data warehousing. We harness the power of data analytics, machine learning, and artificial intelligence to drive our lending practices. With a strong international presence, we offer a collaborative and inclusive environment, committed to professional growth and development. We are seeking a highly skilled and experienced Senior Full-Stack Software Engineer to join our team. You will play a pivotal role in enhancing our personal lending software platform, ensuring high performance, scalability, and security. This role requires a strong understanding of both front-end and back-end technologies, with a focus on delivering robust and user-friendly solutions. What you will be doing: Design, develop, and maintain robust, scalable, and secure web applications using Vue.js, Java, Spring Boot, SQL/NoSQL, and other cutting-edge technologies. Architect complex, micro-services centric architectures to ensure modularity, scalability, and maintainability. Collaborate with cross-functional teams to define, design, and ship new features. Optimize applications for maximum speed and scalability. Implement and maintain cloud-based solutions on AWS. Utilize data analytics, machine learning, and AI to improve and innovate lending practices. Ensure the best possible performance, quality, and responsiveness of applications. Identify and correct bottlenecks and fix bugs. Conduct code reviews and mentor junior developers. Stay up-to-date with the latest industry trends and technologies to ensure our platform remains at the forefront of innovation. Skills: Bachelor’s degree in Computer Science, Information Systems, or a related field. 5+ years of experience in full-stack development, with a strong emphasis on web applications. Proficiency in front-end technologies such as Vue.js. Expertise in back-end development using Java and Spring Boot. Strong knowledge of SQL/NoSQL databases. Experience with AWS cloud services. Familiarity with data warehousing concepts. Understanding of data analytics, machine learning, and artificial intelligence applications. Excellent problem-solving skills and a proactive attitude. Strong communication and collaboration skills. Ability to work effectively in a fast-paced, team-oriented environment Preferred Qualifications: Master’s degree in Computer Science or related field. Experience in the financial services industry. Knowledge of microservices architecture. Proven ability to architect complex, micro-services centric architectures. Familiarity with containerization technologies such as Docker and Kubernetes. ServiceFirst is an equal opportunity and affirmative action employer and will consider all qualified applicants without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factors under federal, state or local law.
Customer Care Associate
ServiceFirst is a world-class call center and BPO with strategic locations around the globe providing an elevated Customer Experience to benefit our client’s businesses with exceptional customer engagement. While our core business is to help our partners better serve their customers, ServiceFirst will also provide reduced labor and operational costs, a diversified footprint for business reliability, and an innovative entrepreneurial culture to attain corporate performance objectives as our partners trusted advisor and preferred business partner. Our expertise and proven solutions will virtually ensure the client’s success. ServiceFirst’s approach allows our clients to establish a satellite facility and mirror training, continuous development, technology, best practices, and performance goals. Summary: The Customer Care Representative role is key to onboarding our new customers and setting them up for success. This role welcomes our new customers and engages with them on items related to general account or payment questions and newly past due accounts. Essential Duties: Congratulate and welcome new customers to the company via inbound or outbound calls. Assist customers in setting up recurring payments. Answer customer questions related to general account maintenance (e.g.: balances, payments, address changes, etc.) Ensure account maintenance is updated within the core system of record. Connect with customers with accounts that are slightly past due and assist them with making a payment or setting up a recurring ACH May support other functions within Collections and Servicing teams. Other duties as assigned. Education & Experience High school diploma or equivalent Prior customer service and/or call center experience preferred. Experience working in financial services, lending, or payments preferred. Competencies Service oriented Ability to work within a team or as an individual contributor. Strong communication skills Ability to manage difficult customers and/or conversations. Critical thinking skills
Admin - Facilities Associate
ServiceFirst is a world-class call center and BPO with strategic locations around the globe providing an elevated Customer Experience to benefit our client’s businesses with exceptional customer engagement. While our core business is to help our partners better serve their customers, ServiceFirst will also provide reduced labor and operational costs, a diversified footprint for business reliability, and an innovative entrepreneurial culture – all to attain corporate performance objectives as our partners trusted advisor and preferred business partner. The Admin Facilities Associate provides day-to-day facilities and technical support to ensure that the BPO site remains safe, operational, and well-maintained. The role is responsible for conducting facilities inspections, performing basic troubleshooting and preventive maintenance, coordinating with building administration, contractors, and service providers, and responding promptly to site-related issues and emergencies. The position also serves as a point of contact for assigned third-party vendor-related activities, including service requests, maintenance activities, documentation, and project support, while reporting task updates and concerns to the Admin & Facilities Supervisor. Key Responsibilities: Conduct daily facilities inspections and monitor the condition of office areas, common areas, restrooms, pantry, utilities, and other site facilities. Perform basic troubleshooting and preventive maintenance of electrical, plumbing, air-conditioning, lighting, furniture, fixtures, and other building-related equipment. Respond promptly to facilities-related incidents, breakdowns, and service requests. Coordinate with building administration, contractors, and service providers for repairs, maintenance, and other technical concerns. Assist in monitoring and supervising contractors and vendors while ensuring compliance with site safety and security requirements. Maintain accurate records of preventive maintenance activities, repairs, inspections, and facility incidents. Assist in the implementation of workplace safety, emergency preparedness, and business continuity requirements. Support office moves, workstation setup, dismantling, and other site improvement or project activities. Monitor facility supplies, tools, equipment, and other assigned assets. Provide cross-functional technical support to other company sites on an as-needed basis, particularly during emergency facilities situations where specialized technical knowledge may be required. Perform other Admin & Facilities-related tasks as may be assigned. Qualifications: Graduate of a technical/vocational course, preferably Electrical, Mechanical, Electronics, Refrigeration & Air-Conditioning, Building Maintenance, or a related field. At least 1–2 years of experience in facilities, building maintenance, property management, or a similar technical role; BPO experience is an advantage. Knowledge of basic electrical, plumbing, air-conditioning, carpentry, and general building maintenance. Ability to perform basic troubleshooting and preventive maintenance. Ability to coordinate effectively with building administration, contractors, and service providers. Willing to work on shifting schedules, weekends, holidays, and provide support during site emergencies when required. Physically capable of performing basic maintenance and site inspection activities. Good communication, documentation, organizational, and problem-solving skills. Safety-conscious and able to follow company and building safety procedures Service First is an equal opportunity and affirmative action employer and will consider all qualified applicants without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factors under federal, state or local law.
Sr. Project Manager
ServiceFirst is a world-class call center and BPO with strategic locations around the globe providing an elevated Customer Experience to benefit our client’s businesses with exceptional customer engagement. While our core business is to help our partners better serve their customers, ServiceFirst will also provide reduced labor and operational costs, a diversified footprint for business reliability, and an innovative entrepreneurial culture – all to attain corporate performance objectives as our partners trusted advisor and preferred business partner. The Senior Project Manager is responsible for leading complex projects from inception to completion, managing resources and budgets, coordinating cross-functional teams, and ensuring projects meet organizational goals while acting as the central liaison for stakeholders. What You Will Be Doing: Lead the planning, coordination, and execution of cross functional, growth/strategic, and process improvement focused projects. Provide leadership and project support within the different verticals and functions within the company. Translate corporate strategy into actionable project plans, detailing scope, resources, and milestones. Ensure quality and timeliness of deliverables/projects assigned Identify potential project risks and implement mitigation strategies. Mentor junior project managers and functional leads to develop leadership capability across the enterprise. Communicate project status, risks, and recommendations to C-level executives, clients, and vendors Drive continuous process improvement by identifying opportunities and driving the solution until completion. Establish project governance, issue/problem resolution, risk management frameworks within all the IT and Non-IT projects Provide project planning leadership, management reporting, and other business priorities as required. Qualifications: At least 7-10 years of experience in Project Management, Operations, Solutions Design, Business Support, Client Services. Previous supervisory or leadership experience is required. Strong understanding of BPO operations is required Experience in transitions management, solutions design, project management is required. Strong organizational, analytical, problem-solving, and communication skills. Proficient in Microsoft Office applications, particularly Excel, PowerPoint, Outlook, and Teams. Project Management and/or Six Sigma certification is an advantage. Experience in Smartsheets, JIRA, MS Project, or any PM tool is an advantage Service First is an equal opportunity and affirmative action employer and will consider all qualified applicants without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factors under federal, state or local law.