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Fintech • Professional Services • Sales • Financial Services
Reviews creditor documents and correspondence, researches and updates account information, contacts creditors by phone and email, processes authorization and power of attorney requests, dispositions accounts, and completes settlement preparation projects while meeting accuracy and productivity metrics.
Fintech • Professional Services • Sales • Financial Services
Leads a large, multichannel client enrollment organization through a shift from phone-led to digital-first hybrid enrollment. Owns conversion, enrollment growth, unit economics, contact strategy, AI adoption, compliance, staffing, incentives, and customer acquisition performance. Partners with Product, Engineering, Marketing, Data Science, Lending, Legal, Risk, and Compliance to improve digital and advisor-assisted funnels while developing frontline leadership and guiding teams through organizational change.
Fintech • Professional Services • Sales • Financial Services
Guide customers with significant unsecured debt through personalized debt resolution solutions. Manage a high-value sales pipeline, conduct consultative financial conversations, explain program options and outcomes, prioritize follow-ups, and close opportunities within one or two calls while meeting sales goals.
Fintech • Professional Services • Sales • Financial Services
Guide high-debt customers through personalized debt resolution options, explain program structures and outcomes, manage a sales pipeline, prioritize follow-ups, and close opportunities efficiently. The role requires consultative conversations that balance empathy, financial education, and decisive guidance, while meeting daily, weekly, and monthly sales goals. Employees work remotely or in a hybrid Phoenix-area arrangement and may earn commissions based on performance.
Fintech • Professional Services • Sales • Financial Services
Evaluate applicants’ financial, credit, and property information for mortgage eligibility; advise clients on HELOC products and applications; collect documentation; operate loan origination, CRM, credit, and related systems; communicate with applicants and vendors; and follow up throughout the mortgage process. The role requires obtaining multiple state licenses and may serve as Nevada Branch Manager or Qualified Individual.
Fintech • Professional Services • Sales • Financial Services
As a Call Center Mortgage Loan Officer, you'll evaluate financial status, advise clients, assist with mortgage applications, and ensure successful loan processing.
Fintech • Professional Services • Sales • Financial Services
High-volume inside sales role using warm leads to uncover financial needs and close consultative, often one- to two-call sales. Manage a pipeline of 20–200+ leads, make up to 100+ outbound dials daily, meet sales targets, and document activity in Salesforce while balancing empathy and persuasion in sensitive financial conversations.
