Remote Bilingual Contact Center Intake Specialist

 start July 22nd

If you have experience and / or interest in the following items, this role may be ideal for you:

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  Full Time; 40 Hours a week with 8 Hour shifts, and Benefits Eligible (Medical, Dental Vision, 11 Paid Holidays, 19 PTO Days, and retirement options)
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  Schedule:
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  Monday through Friday 10-7pm  Rotating Saturdays every 6-8 weeks

• Ability to speak, read and write Spanish and English fluently required
• Ability to type 40 words per minute required
• Answer primarily inbound phone calls with prospective clients. The calls typically take around 5 minutes. While some days can be busier than others, you could expect to receive around 30-40 calls per day.
• In addition to inbound calls, you will respond to client emails, and conduct outbound calls to prospective clients for two of the services we offer 
• Provide world-class customer service and support to GreenPath’s potential and current clients in accordance with GreenPath standards and expectations.
• Address prospective clients’ questions regarding GreenPath services the appointment process.
• Data entry of client information with the ability maintain confidentiality of sensitive information
• Initiate the first financial assessment
• Schedule appointments for prospective clients with a GreenPath Financial Counselor to review their budget, challenges, and provide recommendations to the client
• Gather information to pull credit reports for individuals who request one, ensuring compliance with the FCRA Standards
• Triage calls from existing clients and creditors and route appropriately.
• Intake and review customer complaints cordially and professionally and, if appropriate, route the customer to appropriate manager.
• Perform miscellaneous office duties such as copying, data entry, word processing, filing, and faxing.
• Maintain a high level of discretion and confidentiality regarding client financial information.
• Ability to work evenings and Saturdays to meet business demands.
• This position requires the ability to sit for extended periods of time, operate standard office equipment such as a phone and computer.

• We all need some “me time” every once in a while. All full-time employees receive 19 paid days off during their first year of employment, in addition to 10 company-paid holidays per year. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don’t care – it’s your time. Enjoy.
• Need some additional time to focus on preventative care?  GreenPath provides all employees with additional Preventative Care Time Off to encourage all employees to be proactive about their physical wellness. 
• Saving for Retirement?  GreenPath employees can start contributing to a 403b right away!  After one year of employment we make a monthly contribution to eligible employee’s Retirement Account equivalent to 5% of their gross compensation. 
• Need to reduce your student loan debt? GreenPath is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program.
• Planning on growing your family?  GreenPath offers paid Maternity and Paternity benefits.
• Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, GP team members can attend courses through Invest in Yourself, an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management.

• Want to take additional college courses?  We have an agreement with Cleary College where all GreenPath employees are eligible for a 50% discount on college tuition.