Outbound Customer Support Specialist (Financial Services)

Important: How to apply: Send your updated resume with a 1-minute audio recording telling us about your financial services experience to Upgrade to see actual info are seeking a proactive and detail-oriented Outbound Customer Support Specialist to join our team. In this role, you will be responsible for making outbound calls to users with upcoming scheduled appointments, ensuring a seamless experience, and addressing any concerns they might have.



As an Outbound Customer Support Specialist, you will provide excellence by:
* Make outbound phone calls to users before scheduled online appointments.
* Confirm appointment details and answer any questions or concerns users may have.
* Schedule online appointments with the team for document signing.
* Collaborate with internal teams to address and resolve user inquiries.
* Maintain accurate records of interactions and update the customer database.


Requirements:
* Proven experience in outbound customer support or a similar role, preferably in the financial services industry.
* Familiarity with credit card services and mortgage loan processes
* Superb verbal communication, collaboration, and problem-solving skills.
* Proficiency, speed, and accuracy in written communication.
* Fluency, clarity, and good diction in English
* Great organizational skills & time management abilities
* Experience using customer communication tools (Zendesk), task management tools, Google Drive, and Email.
* Detail-Oriented - we’re a financial services company, so being correct about the details matter


Expected Work Hours and Time Zone
You are expected to work 40 hours a week, Monday through Friday, with the flexibility to work US Pacific time from 10 AM to 7 PM (with a 1-hour break in between). Due to business needs, you may also be expected to work on occasional weekends.

Important: How to apply: Send your updated resume with a 1-minute audio recording telling us about your financial services experience to Upgrade to see actual info