Loan Counselor
Company:Zippy
Location:United States
Languages:English, Spanish
Seniority level:Entry, 2+ years
Experience:2+ years
Skills:
Communication SkillsCustomer serviceNegotiationComplianceEmpathy
Requirements:
2+ years of experience in collections or similar role Proven track record of achieving outstanding customer satisfaction Comfortable working in a fast-paced startup environment Willingness to maintain and ensure a high level of integrity Excellent written and verbal communication skills Comfort learning new technologies – OneDrive (Microsoft systems), Asana and our proprietary custom built software Fluent in Spanish
Responsibilities:
Conduct outbound calls to customers who are behind on home loan payments. Assess customers' financial situations and collaborate to find suitable solutions. Utilize negotiation skills to establish feasible payment plans. Accurately document all customer interactions and agreements. Educate customers on the importance of timely payments and available resources. Resolve customer concerns and disputes effectively. Provide regular updates on collection efforts and recommend improvements.
