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Operations Intake Specialist

Remote:

Full Remote

Contract:

Work from:

Offer summary

Strong English verbal and written skills, Experience with CRM systems, Basic understanding of financial concepts, Strong problem-solving abilities.

BruntWork Human Resources, Staffing & Recruiting SME https://www.bruntworkcareers.co/

501 - 1000 Employees

This is a remote position.

Scope:

Monday to Friday
Working hours are to be finalized but it will be 8 hours within 5am to 6pm San Jose, CA Time (8 PM - 9 AM Manila Time)
Handle inbound and outbound calls to potential clients
Conduct initial screening and qualification of leads
Provide basic information about financial hardship options
Coordinate with senior team members for complex cases
Contribute to meeting team goals for appointments and transfers

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

Excellent English communication skills, both verbal and written (Must submit voice recording)
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