Customer Care Advisor
Core
Make the first call to borrowers after their home solutions project is complete to guide them in understanding and managing their GoodLeap loan.
Role type
outbound customer care advisor (financial services)
Builds
customer loan management and autopay enrollment for home efficiency and solar financing
Domain
sustainable energy financing and home efficiency
Deliverable
client delivery
Required skills
consultative selling, structured outbound calling, real-time documentation, performance target management, product knowledge retention
Preferred skills
NMLS license pursuit, financial product expertise
Responsibilities
run structured outbound call campaigns, enroll customers in autopay programs, have consultative conversations about additional financial products, handle customer concerns requiring judgement and documentation, manage live calls while updating records in real time