Service customers through the digital account opening channel.
Review and process consumer applications, determining approval or denial.
Provide support to customers and internal team members via phone, email, and chat.
SouthState is a financial institution that helps customers move forward with personal relationships and forward-thinking solutions. They are known for recognizing individual contributions, cultivating potential, and inspiring team members to achieve their greater purpose.
Assist clients with their home and auto insurance needs, answering questions and providing documentation.
Proactively reach out to clients regarding their policies to ensure their needs are being met.
Communicate effectively via phone, email, and SMS with potential clients to build trust and deliver outstanding customer service.
YouSet is revolutionizing the insurance industry by combining technology, data, and human expertise. They’re on a mission to build the most user-friendly and highly rated insurance platform in Canada and have helped over 250,000 users shop for insurance.
Manage portfolio through knowledge of client’s financial condition and industry trends.
Ensure advances and loans comply with loan policy and approved structure.
Resolve factoring and asset based lending service problems and control operational costs.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate their differences and know that their unique perspectives make them stronger and well-positioned for success.
Build excitement and establish trust with clients over the phone.
Gather information from clients and systems to provide to lending agents.
Support and contribute to our energetic team of business development enthusiasts.
Above Lending is committed to providing impeccable service and helping clients achieve their financial goals. You will be employed by our parent company Beyond Finance, but actively supporting Above Lending through your work.
Assist Senior Loan Processors in gathering and organizing loan file information.
Make timely follow-up calls to quickly compile accurate file information.
Work with vendors, title companies, and banks to gather necessary loan file information.
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership through tailored mortgage loan solutions. Since 1999, they've grown leveraging automation and skilled professionals.
Provide onboarding documentation to prospective Advisors.
Obtain and review completed onboarding documentation while providing guidance.
Ensures compliance with industry rules and platform policies.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 with locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Triage calls by understanding callers’ purpose, needs and urgency.
Collects and records client information in the customer relationship management system, Salesforce.
Provide exceptional customer service by listening and responding to client requests and building rapport with clients, their family members, and clinical professionals.
Acadia Healthcare is a leading provider of behavioral healthcare services across the United States. Acadia operates a growing network of behavioral healthcare facilities and is the largest stand-alone behavioral health company in the U.S with over 23,000 employees.
Provide responsive, high-quality customer support for assigned products.
Provide ongoing client training on product features and workflows.
Relay client feedback to the product team to inform roadmap decisions.
Nelnet Business Services provides payment technology, education services, and learning management solutions to education and faith-based organizations. As a Nelnet company, NBS is invested in its employees as individuals and united by its mission to create opportunities for people where they live, learn and work.
Design and implement client success plans tailored to individual clients, including challenges, goals, and objectives.
Serve as the main point of contact for clients, addressing concerns and ensuring smooth communication.
Provide detailed reporting to clients on service usage and effectiveness, identifying opportunities for improvement.
NRI provides managed solutions and recommendations to improve current solutions. They foster a highly collaborative, results-oriented, dynamic, and extremely positive environment where employees can challenge their skills and work with large, sophisticated, and progressive clients.
Resolve escalated customer inquiries via predominantly email, with occasional phone support, while maintaining high professionalism and quality assurance scores.
Utilize in-depth product and financial knowledge to investigate and resolve a variety of customer issues, participating in ongoing training to develop new skills.
Independently manage schedules and email channels to drive productivity, collaborate cross-functionally to resolve complex issues, and assist with ad-hoc projects and new feature incubation.
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. The company is a remote-first financial technology leader with a core value of people coming first, offering competitive benefits and a dynamic, collaborative culture.
Address customer questions and concerns on all products and services via phone, email, and chat.
Manage inbound calls, identify customer needs, and provide solutions, while maintaining call control without a script.
Participate in efforts to support customer satisfaction, maintain quality, and adapt to different personality types.
Five Star Solutions is committed to cultivating a professional and diverse workforce by hiring the best people. The company values diversity and is an EOE/Veterans/Disabled/LGBT employer and participates in the E-verify program.
Answer incoming calls and initiate outbound calls.
Create interest in reverse mortgage program and qualify customer.
Transfer interested and qualified customer to sales team and create appointments.
Longbridge helps seniors unlock the power of their home equity, aiming to help older homeowners make the most of their assets so they can live the retirement they imagined. They have been named a Great Place to Work® three years in a row, providing careers that grow with their team members.
Assist in resolving customer complaints and disputes while maintaining detailed records.
Monitor sales performance, track trends, and communicate insights to the management team.
Provide information and support to the sales team and respond to customer and prospect queries.
DLM Remote Support Services provides sales support and customer relationship management solutions. The company emphasizes team collaboration and goal-oriented performance in a professional environment.
Support recruiting and onboarding efforts by screening candidates.
Conduct virtual interviews and help new team members integrate into the their culture.
Focus on communication, alignment, and thoughtful selection.
AO Globe Life focuses on recruiting individuals who can recognize potential, build trust, and help shape a culture where new team members feel supported from day one. They foster a culture built on growth, service, and integrity.
Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
Addressing client questions related to BHG, our financial products, and the loan origination process.
BHG Financial provides financial solutions to accomplished professionals, small businesses, and institutions. They are dedicated to helping clients build upon their success through innovative financial solutions and a hassle-free process. BHG Financial has an award-winning culture.
Manage relationships for clients with varying levels of complexity and take ownership of resolving client issues.
Lead regular client meetings, maintain action logs, and manage project plans for moderate to complex projects.
Analyze client benefits strategy and suggest improvements, identifying opportunities for increased member participation.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. We are passionate about providing solutions that allow American families to connect health and wealth, and we value our employees.
Answer telephone calls from customers inquiring about goods and services from clients of Five Star.
Provide high-quality service with a helpful, professional attitude, assisting clients with inquiries on debit card incentives, orders, and balances.
Be available at your desk, maintaining punctuality and attendance at all scheduled times, and remain positive and professional in all customer interactions.
Five Star Solutions values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to our customers. Five Star is an EOE/Veterans/Disabled/LGBT employer and participates in the E-verify program.