JobMesh

Client Service Lead

Westlake Financial · San Diego, California, US

Client Service Lead San Diego, CA | On-site role The Client Service Lead is responsible for delivering high-quality account management services to CULA’s cre...

Job description

Client Service Lead San Diego, CA | On-site role The Client Service Lead is responsible for delivering high-quality account management services to CULA’s credit union clients while providing day-to-day leadership, guidance, and operational support to the Client Service team and the Total Loss team. This role serves as a subject matter expert in leasing operations, client relations, and internal workflows, ensuring service excellence, process consistency, and continuous improvement. The position requires advanced problem-solving skills, strong attention to detail, leadership capabilities, and the ability to analyze business processes and recommend operational enhancements. The Client Service Lead acts as a liaison between clients, team members, and leadership to ensure efficient service delivery and a consistent client experience. Duties and Responsibilities: Other duties may be assigned. Client & Operational Leadership: - Serves as the primary escalation point for complex client and lessee issues. - Provides day-to-day guidance, mentoring, and support to Client Service Representatives. - Assists management in prioritizing departmental workload and ensuring service level expectation...