Bilingual Client Success - Loan Opener

National Debt Relief, LLC; Columbia (SC); Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Bilingual Client Success - Loan Opener to provide exceptional support for clients in their debt settlement program. This full-time remote role offers the opportunity to work with a diverse clientele, ensuring their needs are met through effective communication and problem-solving. You will engage in meaningful conversations, assist clients in understanding loan options, and utilize Salesforce CRM to document interactions. Join a company committed to empowering individuals towards financial stability and enjoy a supportive work environment with comprehensive benefits.

Benefits

Medical, Dental, Vision

401(k) with match

Paid time off and holidays

Paid parental leave

Other voluntary benefits

Qualifications

• 2 years’ experience in account management or inside sales required.
• Bilingual in Spanish is mandatory for this role.

Responsibilities

• Enroll clients into loan consolidation programs and document discussions.
• Meet performance criteria and escalate issues as needed.

Skills

Bilingual in Spanish

Account Management

Inside Sales

Salesforce CRM

Organizational Skills

Microsoft Office

Customer Service

Multitasking

Education

High School Diploma or Equivalent

Tools

Salesforce

Job description

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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. Responsibilities include answering general inquiries, addressing client concerns, and anticipating needs to ensure successful program completion. A typical day involves making and answering inbound and outbound calls, determining loan eligibility, and maintaining positive rapport with clients to enhance their experience.

This position has an expected start date of 6/23/2025. It is a full-time remote role available in Arizona, Florida, Georgia, Nevada, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Utah.

Schedule

Available for an 8-hour shift: Monday - Friday from 11 a.m. - 8 p.m. Eastern Time. Scheduling is based on business needs and will be confirmed prior to hiring.

Responsibilities

• Enroll qualified clients into Reach Financial’s express loan consolidation program
• Document client discussions clearly using Salesforce CRM
• Meet performance criteria set by management, subject to change
• Review and obtain settlement approvals from clients
• Escalate issues to Supervisors or other departments as needed
• Adhere to company policies and procedures

Qualifications

• Bilingual in Spanish required
• High school diploma or equivalent
• 2 years’ experience in account management or inside sales
• Sales experience in a contact center
• Strong organizational skills and attention to detail
• Professional, empathetic, and tactful demeanor
• Proficiency in Microsoft Office is a plus
• Achieve high sales metrics monthly
• Ability to de-escalate stressful situations

Soft Skills

• Maintain high performance standards
• Work efficiently in a fast-paced, high-volume environment
• Explain loan programs clearly to customers
• Accurately record call details in Salesforce
• Navigate multiple computer systems with multitasking skills
• Support vulnerable clients and remain calm under pressure
• Accept constructive feedback

Role Qualifications

• Computer proficiency and multitasking ability
• Excellent communication skills
• Punctuality and reliability
• High performance expectations
• Availability for full-time work, overtime eligible if non-exempt

Compensation

The salary range is $20.50/hr plus performance bonuses, based on role, level, and location.

About National Debt Relief

Founded in 2009, helping over 450,000 people settle over $10 billion of debt. Rated A+ by BBB, committed to empowering clients to achieve financial stability.

Benefits

• Medical, Dental, Vision
• 401(k) with match
• Paid time off and holidays
• Paid parental leave
• Other voluntary benefits