Responsibilities
- Educate clients about the financial hardship debt program, explaining benefits, procedures, and available pathways.
- Use empathy and active listening to calm distressed clients and address concerns about their financial challenges.
- Navigate the CRM system efficiently to retrieve and interpret client data, including financial status and program progress.
- Keep precise and thorough documentation of all client communications and program developments within the CRM.
- Evaluate each client’s financial circumstances to identify the most suitable path toward becoming debt-free.
- Work directly with clients to create tailored strategies that support their financial objectives and encourage continued program participation.
- Meet or surpass client retention targets, with performance-based commissions tied to client success.
- Deliver high-quality customer service via phone and digital channels, addressing inquiries and proactively identifying unspoken needs.
Benefits
- Employer contributions for health, dental, and vision coverage.
- Generous paid time off, holidays, and parental leave.
- 401(k) plan with company match.
- Opportunities for merit-based advancement.
- Access to career development and ongoing training programs.
- Inclusive, team-oriented environment emphasizing community and connection.
Work Arrangement
Remote
Team
Collaborative remote team focused on client success and financial empowerment.
Other
- Must be available to work weekends.
- Applicant must be at least 18 years old.
- Residency required within the 48 contiguous United States.
- A quiet, dedicated home workspace is mandatory, with a company-provided desktop computer.
- Reliable internet connection capable of hardwiring to the desktop is required.
- Prior experience working remotely is necessary.
- Spanish bilingualism is preferred but not required.
- Call center experience is mandatory.
- Experience in debt consolidation is a plus.
- Applicants must not have submitted resumes through third-party agencies unsolicited.
- A Criteria assessment test must be completed on a desktop or laptop within 24 hours of applying.
- Text message consent is required upon application for employment-related updates.
