Outbound Care Specialist — Growth Path to Loan Officer

GoodLeap, LLC; Roseville (CA); Sur place; USD 25 000 - 36 000; Plein temps

Résumé du poste

GoodLeap, LLC is seeking a Customer Care Advisor to join our on-site team in West Roseville, CA. You will lead structured outbound campaigns, enroll autopay, and conduct consultative conversations about loan and home improvement products.

You will navigate our CRM and loan portals during live calls, ensuring accurate case notes and effective handoffs to specialists. Ideal candidates are comfortable with scripts, possess strong written communication, and can multitask across multiple software

Qualifications

• Comfortable working from a script while maintaining rapport.
• Strong written communication for case notes.
• Navigate multiple software platforms during live calls.
• Coachable, metrics-aware with openness to feedback.

Responsabilités

• Lead outbound call campaigns and enroll autopay where applicable.
• Handle customer concerns with clear escalation when needed.
• Document call outcomes and update cases accurately.
• Coordinate with mortgage, solar, and support teams per handoff protocols.

Connaissances

Outbound campaigns

CRM navigation

Case documentation

Multitasking on calls

Bilingual English/Spanish

Outils

Salesforce

Description du poste

GoodLeap, LLC is seeking a Customer Care Advisor to join our on-site team in West Roseville, CA. You will lead structured outbound campaigns, enroll autopay, and conduct consultative conversations about loan and home improvement products.

You will navigate our CRM and loan portals during live calls, ensuring accurate case notes and effective handoffs to specialists. Ideal candidates are comfortable with scripts, possess strong written communication, and can multitask across multiple software