Customer Service Financial Counselor
hace 4 semanas
Customer service financial representative in the city of Medellin 100% working 70% chats and 30% calls face-to-face with the future possibility of working hybridly.
Excellent remuneration, fixed salary and indefinite term contract in addition to bonuses in dollars.
- Responsible for assessing the client’s financial situation through one-on-one in-person sessions, inbound and outbound calls and/or web chat counseling sessions.
- Provides personal attention to each client in a professional and responsible manner, while maintaining or exceeding monthly performance goals.
- Operates within MMI's established guidelines to assure that clients are provided with the appropriate solution to meet their unique needs.
- Responsible for client follow up to ensure clients take action upon recommended options provided in counseling session. Responsible for providing follow up counseling sessions specific to circumstances including Reverse Mortgage and Housing sessions.
- Develops individually tailored Debt Management Plans (DMP) to assist clients with debt repayment when appropriate. Explains the plan in detail.
- Motivates clients to take the actions necessary to resolve their financial problems.
- Explains the features and benefits of MMI's products and services to new and existing clients.
- Provides specialized counseling for clients under various grants, agreements and programs entered into by MMI, which is consistent with all established program, agreement or grantor guidelines.
- Promotes appropriate agency products and properly handles the money transactions associated with these products, when applicable.
- Responsible for re-counseling clients, when needed.
- Provides clients with appropriate referrals to other assistance organizations, when needed.
- Meets position objectives as defined by management.
- Acquires and maintains all necessary professional certifications.
- Communicate and build relationships with lenders, government organizations and non-profit
- business partners and/or referral to other assistance organizations to assist clients in resolving housing issues.
- Maintains prompt and regular attendance. Arrives at the scheduled time prepared to work an assigned schedule. Must provide some degree of flexibility in work schedule to accommodate client and business needs.
Tipo de puesto: Tiempo completo
Salario: A partir de $3.500.000 al mes
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