CARE Specialist I

About the Team / Role

Working within a high-performing, fast-paced team, the Customer Application Review & Enablement (CARE) Specialist I acts as a crucial liaison between fuel card applicants and internal processing teams, ensuring all required documentation is submitted accurately and effectively post-application. This position includes extensive customer outreach and the utilization of sales and communication skills to overcome objections. Comfort with phone and email communication is essential. This position requires strong collaboration, flexibility, accuracy, attention to detail, and time-management skills. The effectiveness of the position has a critical impact on new customer onboarding.

How you'll Make an impact

• Contacts applicants (via phone, email, and other digital channels) to clearly communicate outstanding document requirements after initial application submission.

• Guides applicants through the document collection and upload process, clarifying requirements, and assisting with any queries related to their application status.

• Performs initial verification of submitted documents for accuracy and completeness, ensuring they meet compliance and internal standards.

• Liaises with credit, risk, compliance, and operational teams to clarify document needs, resolve discrepancies, and expedite application processing.

• Maintains meticulous records of all communication and document collection efforts within CRM or designated systems.

• Troubleshoots and resolves customer inquiries or issues related to incomplete applications or document submission challenges.

• Follows systematic cadences to ensure timely receipt of pending documentation and prevent applications from aging out.

• Identifies recurring friction points in the document collection and credit adjudication process and provides feedback for continuous improvement and automation opportunities.

Experience You'll Bring

• Strong verbal and written communication skills.

• Exceptional organizational skills and attention to detail.

• Customer service-oriented mindset with problem-solving abilities.

• Proficiency with CRM systems and document management tools.

• Ability to manage multiple priorities and work independently.

• Understanding of industry compliance and regulatory requirements.

• College degree or equivalent experience: 3-5 years of customer service/sales experience

• Experience working within WEX's mobility/fleet LOB, preferred