Financial Services Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist learners by handling inbound calls and participating in outbound auto-dialer campaigns, with a focus on inbound inquiries.

• Engage with learners to comprehend their circumstances and explore payment alternatives.

• Clarify account status and outline potential repercussions of further delays.

• Discuss available options such as adjusting payment due dates, eligible deferments, or waivers for late fees in accordance with departmental guidelines.

• Process payments and ensure accurate documentation of account interactions.

• Choose appropriate call dispositions.

• Adhere to privacy standards, call-recording disclosures, do-not-call regulations, and departmental procedures.

• Achieve service, quality, schedule adherence, and performance targets.

• Contribute to the overall team objectives.

• Collaborate with team leads and colleagues to address inquiries and foster a cooperative remote work environment.

• Manage approximately 125 inbound and outbound call activities daily, with the inbound volume averaging around 70 calls.

• Engage in a gradual training program, including inbound call training in the first month and dialer training in the following month.

⛳️ Requirements

• A high school diploma or GED is required.

• Collections experience is preferred; experience in a call center or customer service is valuable; direct collections experience is not necessary.

• Excellent communication, active listening, probing, and problem-solving abilities.

• Professional demeanor on the phone and the capacity to remain calm and empathetic during difficult conversations.

• Capability to manage a high volume of calls, request payments, and pursue performance objectives.

• Proficient computer skills, including navigating multiple systems and using Microsoft Outlook.

• Reliable and punctual.

• Open to coaching and eager to learn as part of a team.

• Must reside and work within the United States.

• Must be willing and able to travel as necessary.

• Successful completion of relevant pre-employment screening requirements.

• Verification of employment eligibility via Form I-9.

🏝️ Benefits

• Performance incentives.

• Optional overtime may be available during peak periods.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Flexible spending accounts.

• Generous paid time off.

• Sponsored volunteer opportunities.

• 401(k) plan with company match.

• Complimentary access to all online programs.

• Occasional travel for team meetings, company events, conferences, and summits.