Bilingual Client Success - Loan Opener

National Debt Relief, LLC; Georgia (VT); 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 to clients enrolled in a debt settlement program. This full-time remote role requires strong communication skills and the ability to manage client inquiries effectively. You will be responsible for enrolling clients in loan programs, documenting interactions, and maintaining high performance metrics in a fast-paced environment. Join a company dedicated to empowering clients to manage their financial futures and enjoy a comprehensive benefits package, including medical, dental, and 401(k) matching.

Benefits

Medical, Dental, Vision

401(k) with match

Paid Holidays, Vacation, Sick Days

Paid Parental Leave

Pre-tax Transit Benefits

No-Cost Life Insurance

Voluntary Benefits

Pet Insurance Discount

Access to earned wages before payday

Qualifications

• 2 years’ experience in account management or inside sales.
• Proficiency in Salesforce and strong communication skills.

Responsibilities

• Enroll clients into loan consolidation programs.
• Document client discussions using Salesforce CRM.
• Meet performance criteria and escalate issues as needed.

Skills

Bilingual in Spanish

Account management

Inside sales

Organizational skills

Communication skills

De-escalation skills

Education

High school diploma or equivalent

Tools

Salesforce CRM

Microsoft Office

Job description

Join to apply for the Bilingual Client Success - Loan Opener role at National Debt Relief, LLC

5 days ago Be among the first 25 applicants

Join to apply for the Bilingual Client Success - Loan Opener role at National Debt Relief, LLC

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 inquiries, addressing client concerns, and anticipating needs to ensure successful program completion. Typical tasks involve 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. We are hiring in Arizona, Florida, Georgia, Nevada, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Utah.

Schedule: Monday - Friday, 11 a.m. - 8 p.m. Eastern Time. Scheduling will be confirmed prior to hiring based on business needs.

Responsibilities

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

Qualifications

1. Bilingual in Spanish required
2. High school diploma or equivalent
3. 2 years’ experience in account management or inside sales
4. Experience in a contact center sales environment
5. Strong organizational and multi-tasking skills with attention to detail
6. Professional, empathetic, polite, flexible, confident, tactful, patient, and diplomatic
7. Proficiency in Microsoft Office is a plus
8. Ability to meet and maintain high sales metrics
9. Skills in de-escalating stressful situations

Soft Skills include:

1. High performance expectations
2. Ability to work in a fast-paced, high-volume setting
3. Clear communication about loan programs
4. Accurate record-keeping in Salesforce
5. Exceptional multi-tasking skills
6. Calmness and professionalism during difficult discussions
7. Receptiveness to constructive feedback

Role Qualifications:

1. Computer proficiency
2. Ability to prioritize multiple tasks
3. Excellent written and verbal communication skills
4. Punctuality and reliability
5. High performance and adaptability in a fast-paced environment
6. Availability for full-time work, overtime if non-exempt

Compensation

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

About Us

National Debt Relief, founded in 2009, helps consumers manage overwhelming debt. We are a trusted, BBB-rated organization that has helped over 450,000 people settle over $10 billion of debt. Our mission is to empower clients to lead healthier financial lives.

Benefits

• Medical, Dental, Vision
• 401(k) with match
• Paid Holidays, Vacation, Sick Days
• Paid Parental Leave
• Pre-tax Transit Benefits
• No-Cost Life Insurance
• Voluntary Benefits
• Pet Insurance Discount
• Access to earned wages before payday

We are a Great Place to Work and an equal opportunity employer.