- Answer approximately 75–80 inbound customer calls per day from consumers interested in applying for pre-settlement funding.
- Provide outstanding customer service while educating consumers about available products and services.
- Accurately collect and document customer information within company systems.
- Guide applicants through the intake and onboarding process while ensuring a positive customer experience.
- Meet or exceed established sales, quality, and productivity goals.
- Demonstrate empathy and professionalism when assisting customers experiencing financial hardship.
- Utilize CRM and other internal systems to maintain accurate records and follow-up activities.
- Collaborate with internal teams to ensure timely processing of customer applications.
- Follow established call scripts, compliance requirements, and company procedures.
Customer serviceData entry