Source Job

US 3w PTO

  • Handle member transactions, inquiries, and online banking support over the phone while promoting a service culture.
  • Identify sales opportunities by introducing loan programs and credit union products to meet member needs.
  • Maintain security and fraud-prevention procedures while working toward referral and production goals.

Customer Service Sales Cross-selling

20 jobs similar to Contact Center Specialist

Jobs ranked by similarity.

US

  • Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
  • Gather customer financial information and communicate next steps to loan officers
  • Provide high-level customer service through email and phone to create an exceptional experience

New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.

US

  • Serve as the primary point of contact for callers with a warm, professional presence.
  • Manage scheduling, gather client information, and route calls to the right teams.
  • Work fully remotely using RingCentral, Google Workspace, and client management platforms.

The company provides professional client support and administrative services through a fully remote team. It fosters a collaborative, distributed culture focused on warm communication and long-term career growth.

US

  • Serve as primary point of contact for new clients, providing a welcoming onboarding experience.
  • Respond to client questions via email, phone, and text with empathy and professionalism.
  • Support retention initiatives and identify opportunities for continued engagement.

This role is listed on behalf of a partner company that manages a fitness and wellness platform. The environment is high-energy and fully remote, with a focus on client success.

US

  • Support customers over the phone with product information and account corrections.
  • Ensure accuracy and completeness of customer paperwork and records.
  • Resolve product or service problems by clarifying complaints and providing solutions.

Five Star Solutions provides customer support services for the firearms industry. The company is an equal opportunity employer committed to cultivating a professional, diverse workforce.

Global

  • Take requested conversations from people who already asked for help—no cold lists.
  • Explain benefit options simply and help clients enroll when it's a fit.
  • Maintain a clean follow-up rhythm to keep activity and results on track.

Global Elite Empire Consultants helps clients navigate financial-protection options through inbound support conversations. The company promotes a remote, coaching-driven culture with opportunities to grow into leadership.

US 16w maternity 16w paternity

  • Serve as the primary point of contact for members through onboarding, ensuring they successfully establish their businesses.
  • Assist members with tax, accounting, payroll, and U.S. corporate structure questions using cross-functional resources.
  • Proactively send updates on key milestones and identify opportunities to improve the onboarding process.

Collective is a technology platform and team of trusted advisors helping businesses-of-one with incorporation, accounting, bookkeeping, and taxes. Backed by prominent investors, the company empowers self-employed people to focus on their passion, not paperwork.

US

  • Serve as the primary point of contact for members seeking legal help across phone, chat, and digital channels.
  • Conduct detailed intake interviews, verify information, and accurately document cases in CRM systems.
  • Coordinate attorney consultations and keep members updated as cases move toward resolution.

This partner company provides legal assistance services to members, coordinating intake, referrals, and case management. They foster a structured, fast-paced culture focused on professionalism, confidentiality, and service excellence.

US

  • Process a queue of loan applications while ensuring compliance with established quality standards.
  • Handle inbound and outbound calls to verify details and request additional information from customers.
  • Resolve customer issues via phone, email, or fax and keep customer accounts accurately updated.

Enova International is a leading financial technology company that provides online financial services through its AI and machine learning-powered Colossus platform. It serves non-prime consumers and businesses and maintains an inclusive, values-driven culture where employees can thrive.

US

  • Take requested conversations from warm leads with no cold calling
  • Explain financial-protection benefit options simply and help clients enroll when it fits
  • Maintain a clean follow-up rhythm while being measured on activity and results

Global Elite Empire Consultants specializes in remote financial-protection services, connecting clients with benefit options. The company emphasizes a written process, coaching, and advancement for motivated, coachable team members.

US

  • Take requested conversations from warm leads, not cold lists
  • Explain financial-protection benefit options and help clients enroll when it's a fit
  • Maintain a clean follow-up rhythm and meet activity goals

We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.

US

  • Handle inbound and outbound calls and respond to customer inquiries via text and email.
  • Manage and update customer cases, documenting all interactions accurately.
  • Resolve routine issues at first contact and escalate complex cases as needed.

Five Star Solutions provides customer support and business process services. The company values diversity and is committed to maintaining a professional workforce while delivering the best service possible to its customers.

US

  • Handle inbound and outbound calls and emails to assist customers with loan applications and questions.
  • Assess customer needs, explain loan options, and build trust to ensure satisfaction throughout the application process.
  • Meet monthly sales metrics while adhering to state and federal lending laws and compliance guidelines.

Reprise Financial is on a mission to simplify the financial journey for customers, making personal loans accessible and transparent. We foster a workplace built on innovation, collaboration, and kindness, providing tools and support for employees to thrive.

US

  • Handle inbound and outbound calls to assist customers and insurance agents with documentation and loan requirements.
  • Educate callers on required insurance documentation, resolve inquiries, and complete loan transactions accurately.
  • Maintain customer confidentiality and deliver high-quality support in a fast-paced remote environment.

HUB International is one of North America's largest insurance brokers, offering risk management, insurance, and benefits solutions. With over 500 offices across North America, it fosters an entrepreneurial, collaborative culture focused on employee growth.

US

  • Provide professional and timely service to internal and external customers regarding benefit administration.
  • Resolve benefit service issues with internal staff and outside vendors.
  • Perform monthly reconciliation of Carrier invoices to report to customers.

OneSource Virtual (OSV) works exclusively with Workday customers to automate payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers and 92% retention, OSV offers a values-based culture and professional development.

US

  • Work independently in a fast-paced remote environment, communicating with customers primarily through text-based channels.
  • Guide customers through the loan application process, answering questions, addressing objections, and keeping applications moving forward.
  • Meet monthly performance metrics while applying knowledge of consumer lending and customer service to deliver excellent outcomes.

Reprise Financial simplifies the financial journey for customers by providing transparent personal loans up to $25,000 through an online process and customer-first approach. The company fosters a culture built on innovation, collaboration, and kindness, with open communication and growth opportunities for employees.

$15–$16/hr
US

  • Serve as primary point of contact for clients, managing inbound and outbound communications with professionalism.
  • Resolve complex consumer issues and advise first-level representatives on high-level issues.
  • Utilize web-based tools to efficiently resolve inquiries and ensure seamless customer experience.

TP is a leading global provider of digital business services, partnering with prominent brands to optimize operations through technology and sustainable practices. With a global workforce of 500,000 across 300 languages, TP is a force for good in communities and for clients.

US

  • Serve as the first point of contact for members, handling inbound and outbound calls, texts, and emails.
  • Create, update, and manage customer cases accurately while following compliance and process requirements.
  • Provide empathetic, professional support in both English and Spanish to ensure positive customer experiences.

Five Star Solutions provides customer service and support solutions, serving as the first point of contact for members and clients. The company values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available.

$19–$21/hr
US Unlimited PTO

  • Provide empathetic inbound and outbound support for at-home testing workflows, including account setup, sample collection, and results access.
  • Troubleshoot platform navigation, MFA, and portal access while documenting interactions in Salesforce.
  • Collaborate with clinical teams and help improve standard operating procedures to enhance member experience.

Fuze Health is a digital health company that connects patients with care providers and treatments via at-home testing and pharmacy. It unites LetsGetChecked, Truepill, and Alto Pharmacy in a growing healthcare platform.

US

  • Triage incoming phone calls from members and pharmacies with professional etiquette.
  • Identify, document, and escalate member and pharmacy concerns to appropriate teams.
  • Ensure first-call resolution and exceptional customer care with genuine compassion.

Judi Health is a health technology company providing benefit administration solutions to employers, unions, health plans, and government entities. We are an intelligence platform powering benefits plans for millions of Americans, delivering the healthcare we all deserve.

US Unlimited PTO

  • Support members through email, live chat, and phone with eligibility and billing questions.
  • Own member issues end-to-end while coordinating with internal teams for resolution.
  • Use AI tools and share feedback to improve support processes and member experience.

This company provides digital healthcare services for ongoing care. It fosters a remote-first culture that values thoughtful communication, sound judgment, and mission-driven work.