Customer Care Advisor

📋 Description Call customers after project completion to review loan terms and answer questions. Enroll customers in autopay, explain savings, enroll and handle objections. Cross-sell home equity, mortgage, solar, and loan optimization opportunities. Handle rotating campaigns: reminders, alerts, tax credits, and reviews. Manage cloud-based phone system for queue status, toggling, and wrap-up. Identify escalation-worthy issues (fraud, billing disputes) and route accordingly. 🎯 Requirements Comfortable using a script while building rapport. Strong written communication; case notes tell the story of every call. Navigate multiple software platforms during live calls. Bilingual English/Spanish (preferred). Experience with Salesforce or similar CRM (preferred). 1+ year in a high-volume call center or phone-based role (preferred). 🎁 Benefits Growth path to team lead, escalation specialist, and licensed loan officer. Internal training and opportunities for internal promotion. Opportunity to pursue an NMLS license.