Note: The job is a remote job and is open to candidates in USA. Reprise Financial is on a mission to simplify the financial journey for customers by providing accessible personal loans. The Personal Loan Specialist role involves assisting customers through the application process and ensuring exceptional service while adhering to company policies and compliance guidelines.
Responsibilities
- Work independently in a fast-paced remote environment with management and team guidance
- Effectively multitask and adapt to the demands of the role while ensuring timely and efficient service
- Handle inbound and outbound phone calls and/or emails through our dialer system
- Communicate with customers who have started the application process and are seeking additional information/assistance
- Engage with customers and other departments through multiple technological channels (phone, email, chat, and in-house systems)
- Assess customer needs, explore all options, and introduce different types of loans
- Go the “extra mile” to build trust relationships, customer loyalty, and satisfaction throughout the application process
- Help customers through our application processes, including: Verifying customer information
- Assisting customers with uploading documents to our online portal
- Notating/documenting applications
- Answering customers' questions, concerns, and objections
- Persuasively explaining the value behind our loan options
- Adhere to, operate, and maintain knowledge of Reprise Financial policies and procedures, as well as state and federal lending laws and compliance guidelines
- Complete comprehensive sales training, which includes product knowledge, sales tactics, overcoming objections, and core systems
- Meet and exceed monthly metrics of accountability
- Strong passion for engaging with feedback and continuous improvement, actively seeking and providing constructive feedback to enhance performance and processes
Skills
- 1-2 years of experience in a call center setting, preferably with a dialer system or handling high volume calls
- Customer satisfaction orientation and sales competencies
- Coachable and adaptable, with a willingness to learn and grow in a dynamic environment
- Knowledge of sales/customer service techniques and principles
- Excellent communication, customer service and sales skills/tactics
- Ability to work in a goal-oriented environment
- Proficient computer skills
- Self-motivated, performance oriented
- Ability to adapt to changing sales scenarios and customer needs
- Ability to work independently in a fast-paced environment
- Understanding credit bureau reporting
Benefits
- Comprehensive medical, dental, and vision coverage
- Contributions to a Health Savings Account (HSA)
- Access to an Employee Assistance Program (EAP) to support your mental health and overall well-being
- 401(k) program, featuring a Safe Harbor Match (100% of the first 3% and 50% of the next 2%)
- Accrued time off
- Company holidays
- Sick time
- 3 floating holidays
- 12-week Paid Parental Leave
- Market-driven salary and bonus opportunities
- Robust tech package designed to help you deliver your best every day
Company Overview
- At Reprise Financial, it’s our goal to give our customers a simple and reliable way to take back their finances and get the funds they need for life’s unexpected events, emergencies, bill consolidation, home improvement and much more. It was founded in 2021, and is headquartered in Coppell, Texas, US, with a workforce of 51-200 employees. Its website is https://www.reprisefinancial.com.