Customer Care Advisor

📋 Description

• Call customers after project completion to review loan terms and answer questions.
• Enroll customers in autopay, explain savings, enroll and handle objections.
• Cross-sell home equity, mortgage, solar, and loan optimization opportunities.
• Handle rotating campaigns: reminders, alerts, tax credits, and reviews.
• Manage cloud-based phone system for queue status, toggling, and wrap-up.
• Identify escalation-worthy issues (fraud, billing disputes) and route accordingly.

🎯 Requirements

• Comfortable using a script while building rapport.
• Strong written communication; case notes tell the story of every call.
• Navigate multiple software platforms during live calls.
• Bilingual English/Spanish (preferred).
• Experience with Salesforce or similar CRM (preferred).
• 1+ year in a high-volume call center or phone-based role (preferred).

🎁 Benefits

• Growth path to team lead, escalation specialist, and licensed loan officer.
• Internal training and opportunities for internal promotion.
• Opportunity to pursue an NMLS license.