Spanish Bilingual Operations Intake Specialist - (ZR_20516_JOB)

This is a remote position.

Responsibilities:

• Conduct phone conversations with potential clients in the United States
  
• Triage client needs through brief intake and assessment
  
• Perform warm transfers to senior representatives when appropriate
  
• Schedule appointments with senior team members if immediate transfer is not possible
  
• Use phone dialing service (PhoneBurner) to manage calls efficiently
  
• Handle some text and email communications with clients
  
• Maintain accurate records of client interactions in the company’s CRM system
  

Requirements

• Excellent English and Spanish communication skills, both verbal and written (Must submit voice recording)
  
• Has stayed at least 6 months in their most recent work history
• Strong listening and problem-solving abilities
  
• Ability to empathize with clients facing financial difficulties
  
• Basic understanding of financial concepts related to debt and financial hardship
  
• Proficiency in using CRM systems and phone dialing software
  
• Ability to work independently in a home office environment
  
• Flexibility to work within U.S. time zones
  

Benefits