Customer Service & Sales Specialist – Financial Solutions

Finance of America; United States; On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401(k) with employer match

ESPP

Job summary

Finance of America is seeking a customer service professional to foster strong borrower relationships by phone, delivering excellent support and guiding customers to tailored solutions. You will handle inbound and outbound calls, document interactions, and coordinate with the sales team to drive outcomes.

The role emphasizes adapting to dynamic call scenarios, maintaining product knowledge, and providing accurate information while meeting quality and efficiency targets across Pacific Time

Qualifications

• High School Diploma.
• 1 year minimum in customer service or call center; sales experience preferred.
• Confident communicator with strong verbal and written skills.
• Ability to handle objections and think critically in real time.
• Strong multitasking, prioritization, and time management in a fast-paced setting.
• Detail-oriented with a commitment to accuracy.
• Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Fast learner with aptitude for new technologies and tools.

Responsibilities

• Delivers an outstanding customer experience with a focus on satisfaction and relationship-building.
• Handles inbound and outbound calls for new and existing customers, addressing inquiries and concerns professionally.
• Assesses customer needs and recommends suitable products and services to meet their goals.
• Facilitates warm handoffs to the sales team to ensure a seamless customer journey.
• Maintains an in-depth understanding of company products and services to address objections effectively.
• Accurately documents customer information and interactions in the system.
• Triages complex issues, escalating to supervisors or other departments as needed.
• Stays adaptable to call scenarios outside standard scripts, leveraging critical thinking skills.
• Performs other duties and responsibilities as assigned.

Skills

Customer Service

Call Center

Sales Experience

Confident Communicator

Objection Handling

Multitasking

Time Management

Attention to Detail

MS Office

Quick Learner

Education

High School Diploma

Tools

MS Office

Job description

Finance of America is seeking a customer service professional to foster strong borrower relationships by phone, delivering excellent support and guiding customers to tailored solutions. You will handle inbound and outbound calls, document interactions, and coordinate with the sales team to drive outcomes.

The role emphasizes adapting to dynamic call scenarios, maintaining product knowledge, and providing accurate information while meeting quality and efficiency targets across Pacific Time