Customer Care Advisor

📋 Description

• Lead structured outbound call campaigns after project completion
• Explain loan terms and confirm customer satisfaction
• Enroll customers in autopay programs and explain savings
• Conduct cross-sell conversations for home equity, solar, and loan products
• Manage a cloud-based phone system for queue status and wrap-up
• Document call outcomes with clear notes and route escalations when needed

🎯 Requirements

• Comfortable using a script while sounding natural
• Strong written notes telling the story of each call
• Navigate multiple software platforms during live calls
• Experience with Salesforce or similar CRM
• Outbound sales or autopay enrollment experience
• 1+ year in a high-volume call center or phone-based role

🎁 Benefits

• Growth into team lead, escalation specialist, or financial product roles
• Opportunity to pursue NMLS license and Licensed Loan Officer role
• Promote-from-within culture with day-one training
• Structured training and ongoing career development