Bilingual Client Success - Loan Opener

Position Overview

The Bilingual Reach Financial (RF) Opener position is non-exempt and focused on providing exceptional phone support for National Debt Relief’s clientele enrolled in our debt settlement program. In this full‐time remote role (starting 6/23/2025), you will answer general inquiries, address client concerns, and anticipate client needs throughout the program. You will make and answer inbound and outbound calls, determine loan eligibility, and maintain a positive rapport with clients. Positions are available in Arizona, Florida, Georgia, Nevada, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Utah. The shift schedule is Monday – Friday from 10 a.m. – 7 p.m. Central Time (subject to business needs).

Key Responsibilities

• Enroll qualified clients into Reach Financial’s express loan consolidation program
• Document client discussions clearly and concisely using Salesforce
• Meet performance criteria set by the management team (subject to change)
• Review and obtain settlement approvals from clients
• Escalate and direct clients to Supervisors or other departments when required
• Adhere to National Debt Relief and RFO department policies and procedures

Required Qualifications

• Bilingual in Spanish is required
• High school diploma or equivalent required
• 2 years’ experience in an account executive or inside sales role
• Sales experience in a contact center environment
• Strong organizational and multi-tasking skills with acute attention to detail
• Ability to remain professional, empathetic, polite, flexible, confident, tactful, patient, and diplomatic
• Computer proficiency in Microsoft Office is a plus
• Must attain and maintain high sales metrics monthly
• Ability to de-escalate stressful situations
• Work effectively in a fast-paced, high-volume setting
• Clearly explain the loan program details to prospective customers
• Accurately record call details in Salesforce
• Support and de-escalate vulnerable or difficult client situations
• Exceptional written and verbal communication skills
• Punctuality and readiness to report consistently
• Available for a full-time position, with overtime eligibility if classified non-exempt
• Willingness to take constructive feedback

Compensation Information

The salary for this position is$20.50/hrand iseligible for performance based bonuses. Salary ranges are determined by role, level, location, work-related skills, experience, and relevant education or training. This good faith pay range is provided in compliance with applicable law.

Benefits & Perks

• Generous Medical, Dental, and Vision Benefits
• 401(k) with Company Match
• Paid Holidays, Volunteer Time Off, Sick Days, and Vacation
• 12 weeks Paid Parental Leave
• Pre-tax Transit Benefits
• No-Cost Life Insurance Benefits
• Voluntary Benefits Options
• ASPCA Pet Health Insurance Discount
• Access to your earned wages before payday