PT Customer Service Representative (Bilingual English And Spanish)

Oportun Financial Corporation Tampa , FL 33602

Posted 2 months ago

Company Overview

ABOUT OPORTUN

Oportun (Nasdaq: OPRT) is a financial services company and digital platform that provides responsible consumer credit to hardworking people. Using A.I.-driven models that are built on years of proprietary customer insights and billions of unique data points, we have extended millions of loans and billions in affordable credit, providing our customers with alternatives to payday and auto title loans. In recognition of our responsibly designed products which help consumers build their credit history, we have been certified as a Community Development Financial Institution (CDFI) since 2009.

OPORTUN'S IMPACT

Since extending our first loan in 2006, Oportun has made over 4 million loans, totaling over $10 billion to hardworking low- and moderate-income individuals. In turn, Oportun has helped more than 905,000 people begin establishing the credit history required to enter the financial mainstream. At the same time, Oportun's customers have saved an estimated $1.9 billion in interest and fees compared to the alternatives typically available to them.

Overview

ABOUT OPORTUN

Oportun is a mission-driven, technology-powered provider of inclusive, affordable financial services and a certified Community Development Financial Institution (CDFI).

We seek to serve the 100 million people in the US who are shut out of the financial mainstream because they are credit invisible or are mis-scored because they have limited credit history. By lending money to hardworking, low-to-moderate income individuals, we help them move forward in their lives, demonstrate their creditworthiness, and establish the credit history they need to access new opportunities.

Since 2006, we have lent over $6.8 billion through over 3.1 million affordable small dollar loans and have helped over 730,000 people start establishing credit. In recognition of inventive approach, we were recognized by Time Magazine as one of 50 Genius Companies inventing the future.

The Bay Area News Group recognized Oportun as a Top Workplace in 2019. Come and be a part of our community of employees, partners, and customers who are devoted to expanding financial opportunity for millions. When we work together, we can make life better.

Responsibilities

WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?

Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience. At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people. As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.

We are a mission-driven financial services company and we provide you the tools and training to make you successful. You'll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.

HOW TO BE SUCCESSFUL?

  • Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers.

  • Build relationships and lead Outreach for our retail stores.

  • Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products.

  • Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events.

  • Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time.

  • Demonstrate Internal and external communication skills through customer education, promotion and conversion.

  • Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements.

  • Responsibly manage cash handling, taking cash payments and balancing a cash drawer.

  • Comply with all regulatory and audit requirements.

  • Work positively as a team within the company mission to serve our customers as the most important consideration.

  • Be a role model by living Oportun's Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.

Qualifications

WHAT KEY QUALIFICATIONS ARE NEEDED?

  • Bilingual English/Spanish (Required)

  • Service Experience (Required)

  • Sales experience (Required)

  • Customer-oriented: Approachable and proactive in meeting and exceeding customer needs and providing excellent service

  • Results-oriented: Use appropriate strategies to achieve and/or exceed goals

  • Strong communication and listening skills with a high degree of professionalism and ability to interact effectively with individuals from diverse backgrounds in-person and over the phone

  • Utilize good judgment, initiative and problem solving consistent with our compliance standards to resolve Oportun's customer concerns and ensure a positive customer experience outcome

  • Have a positive attitude

  • Must be a team player and work well with others

  • Detail oriented

  • Basic computer proficiency and systems knowledge

  • Need to be flexible and adaptable for team, customer needs and scheduling (Stores are open 7 days a week typically between 9 a.m. to 7 p.m.)

  • High School diploma or equivalent preferred

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Bilingual Customer Service Representative

Labcorp

Posted 4 weeks ago

VIEW JOBS 9/29/2021 12:00:00 AM 2021-12-28T00:00 LabCorp is seeking a Customer Service Support Representative to join our team in Tampa, FL. This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. The Customer Service Support Representative will provide product education and handle a wide variety of questions while ensuring a world-class customer experience. The ideal candidate will be passionate about Customer Service and motivated to work with a customer centric team in an innovative company. The shift for the position will be Monday - Friday, 8:30am to 5:00pm. Job Duties/Responsibilities * Act a liaison between LabCorp, the customer base and patients * Resolve routine customer requests with products or services via inbound, outbound calls, or the Internet * Speak with customers in a courteous, friendly, and professional manner using protocol procedures * Inquire, clarify, and confirm customer requirements and understanding of the solution * Provide additional customer education and information as needed * Qualify and establish inbound new customers requesting LabCorp's products and services * Work in multiple databases to research complex issues and questions * Notify clients of test results in a timely and accurate manner * Review test forms for accuracy and report any discrepancies * Participate in activities designed to improve customer satisfaction and business performance * Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today! If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today! * High School Diploma or GED equivalent required * Associate's or Bachelor's degree highly desired * Previous experience in a customer service role * Experience working in a contact center/call center environment is preferred * Prior healthcare industry, such as a physician's office or a hospital highly is a plus * Knowledge of Microsoft Office suite is required * Experience with Salesforce.com and/or Laboratory Information Systems is preferred * Strong verbal and written communication skills and excellent ability to listen and respond * Must be courteous with strong customer service orientation * Excellent multitasking abilities required * Strong flexibility and the ability to manage and adapt to changing priorities quickly * Bilingual in English and Spanish highly desirable Labcorp Tampa FL

PT Customer Service Representative (Bilingual English And Spanish)

Oportun Financial Corporation