Customer Care & Autopay Specialist

GoodLeap; Roseville (CA); On-site; USD 26,000 - 34,000; Full time

Job summary

GoodLeap seeks a Customer Care Advisor to guide borrowers after project completion. You will enroll autopay, conduct consultative conversations on additional financial products, and manage cross-platform calls with precise documentation. Success hinges on empathy, accuracy, and meeting performance targets.

Growth tracks include team lead and specialist roles; strong performers may pursue advanced licensing opportunities. Training begins day one to support internal advancement.

Qualifications

• Comfortable following a script while building rapport.
• Strong written case notes and documentation.
• Able to operate multiple software platforms during live calls.
• Coachable, metrics-focused and receptive to feedback.

Responsibilities

• Lead structured outbound campaigns to guide borrowers through loan terms and autopay enrollment.
• Handle customer concerns with clear documentation and escalation when needed.
• Explain loan structures and navigate CRM and loan portals during calls.
• Maintain call quality and timing, and meet campaign targets.

Skills

Scripted communication

Written communication

Multi-platform navigation

Coachable / metrics-driven

Tools

Salesforce

Job description

GoodLeap seeks a Customer Care Advisor to guide borrowers after project completion. You will enroll autopay, conduct consultative conversations on additional financial products, and manage cross-platform calls with precise documentation. Success hinges on empathy, accuracy, and meeting performance targets.

Growth tracks include team lead and specialist roles; strong performers may pursue advanced licensing opportunities. Training begins day one to support internal advancement.