Client Success – Loan Opener

Client Success - Loan Opener

Job Locations US-PA ID 2024-4621 Category Client Success Position Type Regular Full-Time

Overview

The Reach Financial (RF) Opener position is non-exempt and focused on providing exceptional phone support for National Debt Relief’s clientele who are enrolled in our debt settlement program.

The role consists of answering general inquiries from clients, addressing any problems or concerns they may have, and anticipating our client’s needs as they progress through our program to ensure successful completion.

A typical day consists of making and answering inbound and outbound calls, determining loan eligibility, and maintaining a positive rapport with our client base to ensure they receive the best possible experience with National Debt Relief.

This position has an expected start date of 10 / 21 / 2024. This is a full-time remote role. We are currently hiring for positions in Arizona, Florida, Georgia, Nevada, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Utah.

We are seeking individuals who are available for the following 8 hour shift scheduling options : Monday - Friday from 10 a.

m. - 7 p.m. Eastern Time or from 11 a.m. - 8 p.m. Eastern Time. Scheduling decisions are based on business need and will be confirmed prior to hiring.

Responsibilities

• Enroll qualified clients into Reach Financial’s express loan consolidation program
• Document client discussions clearly and concisely using Salesforce customer relationship management software
• Meet performance criteria set forth by the management team. Performance criteria subject to change based on company baselines.
• Review and obtain settlement approvals from clients
• If required, escalate and direct clients to Supervisors, and other departments as needed
• Adhere to National Debt Relief and the RFO department policies and procedures and any applicable changes to either

Qualifications

High school diploma or equivalent required

2 years’ experience in an account executive or inside sales role required

• Sales experience in a contact center
• Strong organizational and multi-tasking skills with an acute attention to detail
• Ability to remain professional, empathetic, polite, flexible, confident, tactful, patient, and diplomatic when faced with complex problems
• Computer proficiency in Microsoft Office is a plus
• Attain and maintain high sales metrics monthly
• De-escalate stressful situations

Soft Skills Qualifications

Must have the ability to :

• Attain and maintain high performance expectations on a monthly basis
• Work in a fast-paced, high-volume setting
• Clearly explain details about the company's loan program to prospective customers
• Recall details of calls with clients and to record those details accurately in Salesforce
• Use and navigate multiple computer systems with exceptional multi-tasking skills
• De-escalate stressful situations
• Support and de-escalate vulnerable and sometimes difficult clients
• Remain calm and professional during difficult discussions
• Take constructive feedback

About National Debt Relief

National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt.

We are one of the most-trusted and best-rated consumer debt relief providers in the United States. As a leading debt settlement organization, we have helped over 450,000 people settle over $10 billion of debt, while empowering them to lead a healthier financial lifestyle and feel free to live their best life.

At National Debt Relief, we treat our clients like real people. Our purpose is to elevate, empower, and transform their lives.

Rated A+ by the Better Business Bureau, our goal is to help individuals and families get out of debt with the least possible cost through conducting financial consultations, educating the consumer and recommending the appropriate solution.

We become our clients' number one advocate to help them reestablish financial stability as quickly as possible.

Compensation Information

Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US.

Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training.

This good faith pay range is provided in compliance with NYC law and the laws of other jurisdictions that may require a salary range in job postings.

The salary for this position is $20.50 / hr + eligible for performance based bonuses.

Benefits

National Debt Relief is a team-oriented environment full of rewards and growth opportunities for our employees. We are dedicated to our employee's success and growth within the company, through our employee mentorship and leadership programs.

Our extensive benefits package includes :

• Generous Medical, Dental, and Vision Benefits
• 401(k) with Company Match
• Paid Holidays, Volunteer Time Off, Sick Days, and Vacation
• 12 weeks Paid Parental Leave
• Pre-tax Transit Benefits
• No-Cost Life Insurance Benefits
• Voluntary Benefits Options
• ASPCA Pet Health Insurance Discount
11 days ago