Remote Bilingual Contact Center Intake Specialist

How do I know if I should apply?

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

• Fluency in Spanish and English required
• Working remotely from home
• Fluency in Spanish and English required
• Providing customer service via phone, chat, or email
• Personal finance and helping people
• Continuous learning and development
• Attending scheduled shifts on a regular, and punctual basis

Position Requirements:

• $16.00 / hour for most locations
• $17.57 / hour for markets with higher-than-average costs of living such as Los Angeles, CA
• 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)
• Work Schedule: Typically Monday through Friday 10-7pm in your local time zone. Rotating Saturdays every 6-8 weeks.
• Positions will begin training on February 3rd. Initial training is 8 business days on a full-time schedule. Training days are typically 10 AM – 7 PM Eastern Time or 11 AM – 8 PM Eastern Time. After the initial 8 days of training, you will begin your work schedule. 
• Training is broken down into several modules to be completed during your first year of employment. This approach allows you to become proficient in one area of the role, before learning a new area.  
• Ability to type 40 words per minute at 80% accuracy is required
• Due to contracts in place, U.S. Citizenship is required for this role
• All interview efforts have been transitioned to a virtual environment (Phone Call, Video Interview) and do not require in person meetings for consideration 

Remote Work from Home Requirements:

• Internet 
• Hard-wired internet. This means you can use an ethernet cable to connect to a modem.
• Internet speed requirement of 200 Mbps for single person residence, and 400 Mbps for residence with 2 or more people.
• Caregiving 
• Remote Work from Home is not a replacement for caregiving, childcare, or elder care. You are unable to be a primary caregiver during working hours.
• Security
• A room in your home with a closing door
• A security camera in addition to your computer set-up

Who is GreenPath Financial Wellness?

How will I make a positive impact in this position?

What might I experience in this role each day? 

• Answer inbound and outbound calls/tasks with prospective clients. The calls typically take around 5 minutes. While some days can be busier than others, you could expect to receive around 80 calls per day. 
• Speak and communicate with clients using Spanish or English skill sets.
• 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 excellent customer service and support to GreenPath’s potential and current clients in accordance with GreenPath standards and expectations. As you can imagine, making the first call for help may be tough for potential clients. Your welcoming communication and strong customer service approach will be the foundation of a positive experience for clients.
• Address prospective clients’ questions regarding GreenPath services and the appointment process. 
• Data entry of client information with the ability to 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
• 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 follow escalation/resolution process. 
• Maintain a high level of discretion and confidentiality regarding client financial information. 
• This position requires the ability to sit for extended periods of time and operate standard office equipment such as a phone and computer. 

Benefits and Perks

• We all need some “me time” every once in a while. All full-time employees receive 19 paid daysoff during their first year of employment, in addition to 10 company-paidholidays 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.  
• Looking to catch up on Dental Cleanings and Annual Doctor Visits? Your health and wellness is a high priority.  Medical, Dental, and Vision packages meeting a variety of needs are available to you. 
• Saving for Retirement?  GreenPath employees can start contributing to a 403b right away!  After one year of employment, we make a monthly contribution to the 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 Parental Benefits; including 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% discounton college tuition.