- Field both inbound and outbound phone calls for customers who are in the process of finalizing their loan application.
- Assist customers in uploading required documents in a timely manner, by demonstrating advanced knowledge of the system and customer website.
- Partner with customers to upload remaining documents, including but not limited to: insurance cards, drivers license, bank statements, pictures of the vehicle, and odometer.
- Utilize strong technical and communication skills to quickly identify where the customer is in the process, then communicate which steps they need to take next.
- Complete training, which includes product knowledge, application process, and core systems.
- Maintain knowledge of Reprise Financial policies and procedures, as well as state and federal laws.
- Persuasively drive applicants to complete their required steps during the call.
- Manage and track all activity using the core system of record.
- Consistently meet and exceed monthly metrics of accountability.
Qualifications
- Excellent communication, customer service, and sales skills.
- Two or more years of experience in sales or financial services is desirable.
- Bilingual (English/Spanish) skills are desirable.
- Availability to work shifts within the call center's hours of operation: 8-7 M-F, 9-1 Sat (subject to change)
We are looking for individuals who are passionate about helping customers achieve their financial goals and who thrive in a fast-paced environment. If you possess these qualities and meet the qualifications listed above, please apply to join our team at Reprise Financial.
