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Serve as primary point of contact for clients in financial hardship programs. Educate, deescalate, analyze finances, use CRM to record interactions, and retain at-risk clients by developing customized solutions while meeting retention targets.

Handle inbound calls to educate, deescalate, and retain clients enrolled in Beyond Finance hardship programs. Assess financial situations, use the CRM to record interactions, propose customized solutions, meet retention targets, and provide empathetic, high-quality customer service.

Serve as primary contact for clients in financial hardship programs, handling inbound calls to deescalate upset clients, educate on program options, analyze financial situations, retain at-risk customers, document interactions in the CRM, and meet retention targets while delivering empathetic, solution-oriented service.

Serve as primary inbound phone contact for clients in financial hardship programs. Educate, deescalate, assess financial situations, use CRM to document interactions, negotiate retention solutions, meet retention targets, and provide empathetic customer service.

Serve as primary point of contact for clients in financial hardship programs. Educate clients on program benefits, deescalate upset callers, assess financial situations, use CRM to track interactions, develop retention solutions, meet retention targets, and provide empathetic, high-quality phone-based customer service.

Handle inbound calls to educate, empathize with, and retain clients in Beyond Finance hardship programs. Deescalate upset customers, assess financial situations, use the CRM to document interactions, propose customized solutions, and meet retention targets while delivering excellent customer service.

Handle inbound calls to retain clients in Beyond Finance hardship programs by educating, empathizing, de-escalating, analyzing financial situations, using the CRM to document interactions, developing customized retention solutions, and meeting retention targets while delivering excellent customer service.

Lead month-end, quarter-end, and year-end close activities; prepare lender/investor reporting; manage payroll and accruals; account for leases (ASC 842) and capitalized software (ASC 350-40); perform bank reconciliations, revenue recognition, intercompany billing, audit support, and identify process improvements.

The Customer Service Representative manages client interactions, providing support through high volume phone calls, resolving issues, and maintaining strong client relationships while working remotely.

The Bilingual Customer Service Representative provides support to clients in financial hardship programs, ensuring exceptional service, problem-solving, and effective communication while managing client requests in a remote call center environment.