Oubound Customer Support Specialist

This is a remote position.

We 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:

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  Make outbound phone calls to users before scheduled online appointments.
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  Confirm appointment details and answer any questions or concerns users may have.
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  Schedule online appointments with the team for document signing.
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  Collaborate with internal teams to address and resolve user inquiries.
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  Maintain accurate records of interactions and update the customer database.

Requirements

Requirements:

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  Proven experience in outbound Customer Support or a similar role, preferably in the financial services industry.
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  Familiarity with credit card services and mortgage loan processes
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  Superb verbal communication, collaboration, and problem-solving skills.
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  Proficiency, speed, and accuracy in written communication.
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  Fluency, clarity, and good diction in English
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  Great organizational skills & time management abilities
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  Experience using customer communication tools (Zendesk), task management tools, Google Drive, and Email.
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  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.