Lobel Financial

Call Center Monitoring Specialist (QA Specialist)

Lobel Financial Anaheim, California, United States · $48K–$52K/yr

Financial Services · 501-1,000 employees

Yesterday
qa Junior (0-2 yrs) Full-time United States
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About the role

The QA Specialist monitors and evaluates collector interactions to ensure compliance with legal and internal policies. They document performance ratings, communicate findings to management, and support projects to improve departmental efficiency.

What they look for

Quality Assurance Call Monitoring Collections Customer Service Loan Servicing Compliance Regulatory Adherence Performance Evaluation Data Documentation Microsoft Word Microsoft Excel Communication Attention To Detail Analytical Skills

Requirements

Candidates should have a high school diploma or GED, with an associate or bachelor's degree preferred. 1-3 years of experience in collections, customer service, or loan servicing is required, along with proficiency in Microsoft Office.

Full description

Lobel Financial is seeking a detail-oriented Quality Assurance (QA) Specialist to support our growing auto finance collections team. This opportunity is well suited for candidates with experience in collections, customer service, call centers, or loan servicing who can succeed in a fast-paced, performance-focused environment.

Position Overview

The QA Specialist monitors and evaluates collector interactions with customers and third parties through live and recorded call reviews. This role helps ensure adherence to applicable legal, regulatory, and internal policy requirements while assessing the effectiveness of collection techniques. The specialist assigns performance ratings, documents findings, communicates results to management, and contributes to projects that improve departmental efficiency, workflows, and overall performance.

Key Responsibilities

  • Review live and recorded calls to evaluate collector interactions with customers and third parties.
  • Assess compliance with applicable legal, regulatory, and internal policy requirements.
  • Evaluate the effectiveness and professionalism of collection techniques.
  • Complete evaluations, assign performance ratings, and maintain accurate documentation within established timelines.
  • Communicate findings and performance trends clearly to management.
  • Escalate significant compliance concerns or collection-related issues immediately.
  • Notify management promptly of issues or delays that may affect workflows or processing timelines.
  • Use Microsoft Word and Excel to complete assignments, reporting, and documentation.
  • Support projects and tasks that improve departmental efficiency, workflows, and performance.

Qualifications

  • Education: High School or GED required, associate or bachelor's degree in finance or related field preferred.
  • 1-3 years of experience in collections, customer service, call center operations, loan servicing, quality assurance, or a related field is preferred.
  • Strong attention to detail and the ability to evaluate interactions objectively and consistently.
  • Clear written and verbal communication skills.
  • Ability to organize priorities, meet deadlines, and remain composed in a fast-paced or high-pressure environment.
  • Working knowledge of Microsoft Word and Excel.
  • Knowledge of departmental operations, processes, and procedures-or the ability to learn them quickly.
  • Commitment to learning, professional growth, and continuous improvement.

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