Bilingual Customer Service Representative

September 12

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Beyond Finance

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Finance • Fintech • B2C

Beyond Finance is a financial services company that offers debt consolidation and management solutions to help individuals move beyond debt. They provide personalized options to reduce fees and interest, and aim to cut monthly payments for enrolled debts by 40% or more. Beyond Finance assists clients through a structured program designed to eliminate debt typically within 24 to 48 months, utilizing an easy-to-use mobile app for program management. Despite the potential impacts on credit scores, their services have positively impacted over 700,000 clients, offering consolidation loans ranging from $1,000 to $100,000. They also focus on customer satisfaction, receiving high ratings on platforms such as Trustpilot.

1001 - 5000 employees

💸 Finance

💳 Fintech

👥 B2C

💰 $110M Debt Financing on 2021-02

📋 Description

• Serve as the primary point of contact for clients enrolled in Beyond Finance’s financial hardship programs • Provide a best-in-class customer service experience over the phone by responding to client requests, anticipating unstated needs, and educating them on our programs • Analyze client problems through effective listening and provide information and solutions in a timely and efficient manner • Handle difficult calls courteously and professionally using strong interpersonal skills • Thoroughly document request outcomes for accurate tracking and analysis in the CRM database • Work efficiently and effectively to independently resolve client requests, both as a team and independently • Develop and maintain positive client relations and coordinate with other departments to ensure client requests are handled appropriately and timely • Operate a desktop computer to obtain and extract information; document information, activities and changes in the CRM • Utilize appropriate resource materials to effectively and accurately interpret, respond and resolve client inquiries and problems • Handle a high volume of clients in a work from home call center environment • Complete a 4 week training program to become an expert in Beyond's financial hardship programs

🎯 Requirements

• 1 year call center experience (Required) • Bilingual - Spanish (Required) • Reliable, High Speed, Internet connection (Required) • Technical proficiency with Client Relationship Management system (CRM) • Strong customer service orientation • Strong communicator: Includes listening, verbal & written communication, courteous and professional active listening skills • Effective problem solver • Effective at time management, planning & organizing tasks and time • Ability to understand and empathize with customer issue(s) • Ability to work from home in a distraction free environment

🏖️ Benefits

• Considerable employer contributions for health, dental, and vision programs • Generous PTO, paid holidays, and paid parental leave • 401(k) matching program • Merit advancement opportunities • Career development & training • 4 week training program to become an expert in Beyond's financial hardship programs • Uplifting, collaborative work environment • Team spirit and culture; environment of community, connection, and belonging • Remote work (work from home call center environment)