Job description
Puridy Financial is an emerging financial tech company seeking to grow their team in San Diego.
Key Responsibilities:
The essential functions include, but are not limited to the following:
- Taking live transfers and enrollment to complete the QA portion of the sales call
- Managing and taking appointments for personal loan transfers
- Using reports to verify data accuracy in company CRM including confirming all appointments and deals are properly transitioned to correct stages
- Verifying correct deal owner and debt amount for enrolled deals
- Texting and Emailing clients to assist in scheduling appointments
- Taking inbound sales queue calls to set up appointments
- Taking inbound customer service queue calls to assist current client needs
- Collecting necessary documentation from the client to verify conditional debts or pending enrolled deals
- Manage and reply to after hours voicemails from sales call queue and customer service call queue
- Working NSF and failed QA lists in company CRM to get clients back on track in program or enrolled
- Working missed appointment lists to reschedule missed appointments
- Other basic administrative duties
Qualifications:
- Exemplary written and verbal communication skills.
- 2+ years of experience in handling Inbound/Outbound voice calls.
- Should be flexible to work in rotational shifts.
- Ability to multitask and successfully operate in a fast-paced, team environment.
- Professional demeanor with the ability to maintain confidential information.
- Outstanding customer service skills and dedication to providing exceptional customer care.
- Knowledge of QA terms, tools, and methodologies.
- Strong analytical skills and attention to detail.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation package:
- Bonus opportunities
- Hourly pay
- Overtime pay
Experience level:
- 1 year
- 2 years
- 3 years
- 4 years
Schedule:
Ability to Commute:
- San Diego, CA 92128 (Required)
Work Location: In person