Operations Intake Specialist
Operations Intake Specialist
Posted on :
10-10-2024
Employer Active
1 Vacancy
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Job Description
This is a remote position.
Scope:
- Monday to Friday
- Working hours are to be finalized but it will be 8 hours within 5am to 6pm San Jose CA Time
- Handle inbound and outbound calls to potential clients
- Conduct initial screening and qualification of leads
- Provide basic information about financial hardship options
- Coordinate with senior team members for complex cases
- Contribute to meeting team goals for appointments and transfers
Responsibilities:
- Conduct phone conversations with potential clients in the United States
- Triage client needs through brief intake and assessment
- Perform warm transfers to senior representatives when appropriate
- Schedule appointments with senior team members if immediate transfer is not possible
- Use phone dialing service (PhoneBurner) to manage calls efficiently
- Handle some text and email communications with clients
- Maintain accurate records of client interactions in the company s CRM system
Requirements:
- Excellent English communication skills both verbal and written (Must submit voice recording)
- Strong listening and problemsolving abilities
- Ability to empathize with clients facing financial difficulties
- Basic understanding of financial concepts related to debt and financial hardship
- Proficiency in using CRM systems and phone dialing software
- Ability to work independently in a home office environment
- Flexibility to work within U.S. time zones
Independent Contractor Perks
- HMO Coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
ZR16749JOB
Employment Type
Full Time
Company Industry
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