Bilingual Financial Specialist responsible for assisting Spanish and English-speaking clients throughout credit repair process. Handling inbound and outbound calls related to credit repair services.
Responsibilities
Contact Spanish Preferred Leads interested in enrolling in the credit repair/consulting program.
Conduct introduction calls for Spanish Preferred Clients to revisit key topics covered in the enrollment call.
Ensure Spanish-speaking clients submit the necessary documentation to begin the program.
Provide 75-day progress updates to Spanish Preferred Clients.
Handle inbound calls from Spanish and English-speaking clients regarding credit repair inquiries.
Make outbound calls to follow up on admin holds and old/canceled clients (Spanish and English-speaking).
Process cancellation requests for Spanish-speaking clients only.
Requirements
Bilingual (Fluent in Spanish and English – verbal and written).
Prior experience in customer service, credit repair, or financial consulting is preferred.
Strong interpersonal and communication skills.
Ability to multitask and work in a fast-paced environment.
Proficiency in using CRM software and phone systems.
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