Remotely
financial servicescustomer servicecrmsalesforcecall centeroutbound salesloan originationautopay enrollment
Job Description
📋 Description
- Lead structured outbound call campaigns to walk customers through loan terms, confirm satisfaction
- Pitch and enroll customers in autopay programs, explaining interest rate savings and handling
- Conduct consultative cross-sell conversations for home equity, mortgage, solar power purchase
- Work rotating campaign assignments based on business need
- Manage a cloud-based phone system for queue status, campaign toggling, and call wrap-up
- Identify and escalate customer issues appropriately, asking targeted questions to find root causes
🎯 Requirements
- Comfortable working from a script while sounding natural and building rapport
- Strong written communication skills
- Able to navigate multiple software platforms simultaneously while on a live call
- Coachable, metrics-aware, and able to receive direct feedback constructively
- Preferred: Experience with Salesforce or similar CRM
- Preferred: Background in financial services, lending, solar, or home improvement
🎁 Benefits
- Compensation: $22/hour plus potential bonus opportunities
- Clear growth path into team lead, escalation specialist, and financial product specialist tracks
- Opportunity to pursue NMLS license and grow into a Licensed Loan Officer role
- Structured training from day one
- Promotion from within
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