Finance Support Specialist

West Shore Home; Dallas (TX); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

HSA with company match

Paid holidays and PTO

Employee Referral Program

Employee Discount Program

Job summary

West Shore Home is seeking an In-Home Sales Support Specialist in Irving, TX to assist Design Consultants with financing options and system usage. You will resolve issues, ensure policy adherence, and document all interactions to help customers complete the home improvement financing journey.

The role emphasizes strong communication, proficiency with Office tools, and a professional client-facing presence to support the sales team and meet KPIs.

Qualifications

• High school diploma or equivalent required.
• Proficiency with Microsoft Office Suite preferred, particularly Microsoft Teams.
• Strong communication skills and comfortable talking over the phone and video.

Responsibilities

• Provide troubleshooting assistance to Design Consultants by delivering effective solutions and staying updated on lending options and policy changes.
• Document and maintain records of all support requests, outcomes, and follow-up actions.
• Maintain a professional demeanor in all interactions with Design Consultants.
• Help achieve company KPIs, such as support requests handled per hour.

Skills

Communication skills

Phone/Video communication

Coachable and driven to win

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Microsoft Teams

Job description

Position: In-Home Sales Support SpecialistLocation: Irving, TXSchedule: Week 1 – 9:00 AM through 5:30 PM, Week 2 – 1:00 PM though 9:30 PM.

Schedule Details:

• Schedule alternates between “Week 1” and “Week 2” hours every other week.
• Work every other Saturday, from 8:00 AM through 4:30 PM, is required.

Who We Are:

West Shore Home is a technology-driven and industry-leading home improvement company specializing in high-quality and convenient remodels of Bathrooms, Flooring, Windows, and Doors. West Shore Home operates in over 40 locations nationwide and is home to over 3,000 employees!

Job Summary:

As an In-Home Sales Support Specialist, you will play a vital role in improving our customers’ experience by providing essential assistance to our Design Consultants as they navigate the process of securing financing for our valued customers. Your contributions will include a range of activities to aid the Design Consultants in utilizing our systems effectively. Those activities include issue resolution, system support and assistance with policies and procedures.

Key Role Accountabilities:

• Provide troubleshooting assistance to our Design Consultants by delivering effective solutions through maintaining expertise on the latest lending options and staying ahead of changes, navigating our systems and staying ahead of software updates, and actively following policies and procedures while suggesting improvements.
• Document and maintain records of all requested support from our Design Consultants, including outcomes, feedback, and any follow-up actions.
• Ensure a professional demeanor during all interactions with our Design Consultants.
• Maintain company KPIs, such as but not limited to, support requests handled per hour.

Minimum Requirements:

• High school diploma or equivalent required.
• Proficiency with Microsoft Office Suite preferred, particularly Microsoft Teams
• Communication skills and comfortable talking over the phone and video. Coachable and driven to win.

Benefits:

• Comprehensive Health Insurance options (Medical, Dental, Vision, Accident, Life, Critical Illness, Short and Long-Term Disability)
• 401(k) Retirement Plan with company match
• HSA plan with company match
• Paid holidays and paid time off (PTO)Employee Referral Program
• Employee Discount Program

Culture and Community:

We believe that when employees feel valued and supported, they perform at their best. Our dedication to fostering a strong, value-driven culture has consistently earned us the Top Workplaces USA award as one of the nation’s top employers, including recognition in Leadership, Purpose & Values, and Compensation & Benefits.

West Shore Home strives to Bring Happiness to Every Home and that goes beyond our customers and employees. We support positive change in our communities by volunteering, giving back, and supporting nonprofits that make a difference. Learn more here: https://westshorehome.com/community/

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