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Representative jobs at Schools

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  • Senior Consumer Loan Service Delivery Representative

    Schools Financial 4.2company rating

    Representative job at Schools

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Senior Consumer Loan Service Delivery Representative The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $26.62 - $38.60 Scheduled Weekly Hours: 40 What You'll Be Doing Provides World Class Member service to Members via the phone or email. Provides detailed information and promotes credit union products and services to build relationships. Handles most complex situations in the consumer loan area. Serves as a lead to assist department Supervisors and Assistant Managers in achieving Consumer Loan Originations objectives. Serves as a subject matter expert focused on creating a great Member experience acting as trusted advisors for Consumer Loan Originations contact center teammembers and leadership, supporting the credit union with knowledge and guidance. Assist with onboarding new teammembers as they complete classroom training by assisting in the learning lab where teammembers are trained after returning from classroom training. * Serving the Membership over the telephone by answering and processing expert level Member transaction requests and providing product and service information, while supporting various consumer lending call queues. * Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times. * Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed. * Has an expert knowledge of consumer lending products and services including all DMV transactions and ancillary insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests. Makes exceptions within limits independently based on expertise and convey specific recommendations when decision is outside authority limits. * Possesses an expert level understanding of consumer lending servicing, identifying needs, researching escalated situations, making consultative recommendations, and processing Member requests. * Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals. Take an active advisor role with denials to understand when a loan should be reconsidered for an approval and advocate with support. Provide expert financial advice to the Member based on the denial codes/comments in an effort to help the Member garner an approval in the future. * Handles expert level escalations (i.e. loan denial questions; intricate product questions, etc.) where Members are asking to escalate their situation to a higher level of authority. This includes working the escalation and/or advanced queues taking escalations from Members and teammembers. Works with minimal supervision, using advanced problem solving skills and sound judgment when advocating for Member. Will assist taking calls on the Supervisor/Assistant Manager escalation queue. * Assists Consumer Loan Originations with training of new teammembers and cross training of existing teammembers in area of specialty. Keeps up to date with policy/procedure updates and helps train team on higher lending skills (discussing/understanding loan decisions, escalated situations, how to be an advisor versus a product expert, etc.). May collaborate with Leaning & Development regarding training recommendations and other departments (operations, servicing, etc.) as service collaborators. * Serves as a lead in the department to teammembers by providing one on one feedback from observations/call monitoring, coaching, mentoring, efficiency/adherence, training on policies and procedures, new/enhanced services, relays observational feedback to Management along with suggestions on service improvements and actions they recommend to deliver a higher level of service. * Maintain professional and technical knowledge by completing ilearn activities; attending educational workshops, when available; reviewing professional publications; establishing personal networks; benchmarking world-class practices. Additional Job Functions * Performs other duties as assigned * Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications * High School Diploma or GED required 5-7 years previous experience in a service/lending environment required Knowledge, Skills, and Abilities * Demonstrated expert level proficiency with Consumer Loan systems and tools * Require deep knowledge and understanding of teammember workflows * Highly proficient communication and interpersonal skills * Proficient in relevant computer applications * Provides suggestions for streamlining department and credit union operations * Displays courtesy and sensitivity * Effective verbal and written communication skills * Complies with legal and regulatory guidelines * Alerts management to questionable practices * Asks questions to clarify and verify information * Summarizes transaction clearly and concisely * Uses correct terminology * Consistent demonstration of Leadership skills * Practices empowered decision making SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $26.6-38.6 hourly Auto-Apply 33d ago
  • Consumer Loan Service Delivery Representative

    Schools Financial 4.2company rating

    Representative job at Schools

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Consumer Loan Service Delivery Representative The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $20.00 - $29.00 Scheduled Weekly Hours: 25 What You'll Be Doing Serve the Membership by providing World Class Personal Service, supporting Members Consumer Lending needs primarily via the phone by completing various consumer lending transactions, submitting consumer loan applications for decisions, gathering relevant loan documents and providing Members with consumer lending information and recommendations. * Deliver World Class Personal Member Service in a caring, enthusiastic, professional and efficient manner, while contributing to Consumer Lending goals on accuracy and service quality. * Serving the Membership over the telephone by answering and processing Member consumer lending transaction requests, submitting loan applications, funding personal loans and credit cards, and providing product and service information to Members. * Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times. * Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed. * Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals. * Has a working knowledge of consumer lending product and services including DMV and insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests. * Advocate for Members and be willing to escalate calls as appropriate and solicit help as needed from other departments. * Maintain confidentiality of credit union and Member records. * May communicate with Members using electronic correspondence. * Provide consultative services to Members regarding credit union products and services by assessing the Member's needs and addressing their concerns. Additional Job Functions * Performs other duties as assigned * Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications * High School Diploma or GED required * less than 1 year previous experience in sales, customer service, or banking required Knowledge, Skills, and Abilities * Concentrates on caller * Basic consumer lending product and service knowledge * Listens without interrupting * Asks questions to clarify and verify information * Recaps transaction to ensure understanding * Identifies essential information * Enters information efficiently * Displays expected level of accuracy * Summarizes transaction clearly and concisely * Excellent oral and written communication skills SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $20-29 hourly Auto-Apply 49d ago
  • Call Center Representative

    British Swim School of Bay Area 4.1company rating

    South San Francisco, CA jobs

    Job DescriptionStatus: Part-time, Non-Exempt, potential to become full-time Call Center Representatives at British Swim School Bay Area focus on customer experience, engagement, customer enrollment, and managing all customer inquiries and concerns. The CSR focus is to deliver exceptional solution-oriented customer service, process enrollment requests as needed and answer questions while making experiences personable and memorable verbally and electronically. Knowledge, Skills and Ability Enthusiastic, assertive personality with customer service skills Strong listener with a sense of urgency to resolve issues or provide solutions Effectively communicate with customers and employees, bi-lingual is a plus Disciplined to follow schedules, policies, and procedures of British Swim School Able to multi-task using phone systems and appropriate computer programs. Qualifications Minimum of two years of customer service and sales experience High School or some college education or equivalent experience. Must have quiet space without distractions for work Job Type: Part-time Salary: $20.00 per hour Expected hours: No less than 30 per week Experience level: 2 years Shift: Day shift Evening shift Rotating shift Weekly day range: Monday to Friday Rotating weekends Weekends as needed Work setting: Remote Work Location: Remote Flexible work from home options available.
    $20 hourly 16d ago
  • Call Center Representative

    British Swim School 4.1company rating

    South San Francisco, CA jobs

    Responsive recruiter Status: Part-time, Non-Exempt, potential to become full-time Call Center Representatives at British Swim School Bay Area focus on customer experience, engagement, customer enrollment, and managing all customer inquiries and concerns. The CSR focus is to deliver exceptional solution-oriented customer service, process enrollment requests as needed and answer questions while making experiences personable and memorable verbally and electronically. Knowledge, Skills and Ability Enthusiastic, assertive personality with customer service skills Strong listener with a sense of urgency to resolve issues or provide solutions Effectively communicate with customers and employees, bi-lingual is a plus Disciplined to follow schedules, policies, and procedures of British Swim School Able to multi-task using phone systems and appropriate computer programs. Qualifications Minimum of two years of customer service and sales experience High School or some college education or equivalent experience. Must have quiet space without distractions for work Job Type: Part-time Salary: $20.00 per hour Expected hours: No less than 30 per week Experience level: 2 years Shift: Day shift Evening shift Rotating shift Weekly day range: Monday to Friday Rotating weekends Weekends as needed Work setting: Remote Work Location: Remote Flexible work from home options available. Compensation: $20.00 per hour Working at British Swim School is more than just a job; it's a chance to create a lasting impact that could change a child's life. As part of the British Swim School Team, you play a role in your local community, empowering others and sharing your passion. It's a chance to be part of a fun-loving team of dedicated people who are committed to promoting water safety and a lifelong love of the water. While we teach swimming to people of all ages and abilities, most of our students are preschool and elementary-aged kids. Our instructors should like working with this age group and be good at making parents feel comfortable. It's helpful if you have experience with children or in a child-focused job, but it's not required if you can show the right attitude. The job comes with specialized training in our advanced and unique British Swim School approach. We also have exciting opportunities with our Customer Service Team, even if you're not in the pool. These are the people committed to providing the best service in the industry. In these roles, you might talk to parents on the phone or by the pool. Wherever you are, the aim is to make everyone feel like part of the British Swim School Family as we focus on ensuring the “Survival of the Littlest.” Each franchise location is independently owned and operated by a franchisee (franchise owner). Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to British Swim School Corporate.
    $20 hourly Auto-Apply 60d+ ago
  • Call Center Representative/IESBDC (UEC)

    California State University System 4.2company rating

    San Bernardino, CA jobs

    Under minimal supervision of the Director, the Call Center Representative will work independently to: * Maintain MIS and EDMIS System and act as technical support for Centers * Respond swiftly and courteously to all potential customer phone inquiries * Conducting inbound and outbound customer service calls * Communicate effectively, in writing, verbally, and via telephone, with all levels of personnel and clients * Fulfills requests by clarifying desired information, scheduling appointments, and forwarding other service requests. * Documenting details of all calls and customer interactions * Rescheduling or canceling meetings in a timeous manner. * Collaborate with the intake manager and other team members to improve customer service and handle high call volumes * Collect pertinent information from clients such as addresses, phone numbers, business status information and demographics * Responds to 30-50 calls per day * Educate clients on programs and other service offerings * Managing multiple systems and programs simultaneously * Other duties as assigned. Some regional travel required.
    $34k-42k yearly est. 60d+ ago
  • Call Center SALES Representative

    British Swim School of Bay Area 4.1company rating

    Millbrae, CA jobs

    Job description Job title: Call Center Sales Representative Reports to: Call Center Manager Status: Part-Time Are you passionate about water safety and enthusiastic about promoting swimming lessons? British Swim School Bay Area is looking for a dynamic and motivated Phone Sales Representative to join our team. In this remote role, you will be the first point of contact for potential customers, helping them understand the importance of water safety and the benefits of our swim lessons. Your primary goal is to connect with families, promote our programs, and enroll students in our swim school, ensuring they have a positive and impactful experience. Roles and Responsibilities: Engage with potential customers over the phone, providing information about our swim lessons and water safety mission. Answer inquiries and address concerns in a friendly and professional manner. Promote the benefits of our programs and guide families through the enrollment process. Maintain accurate records of customer interactions and follow-up activities. Achieve sales targets by enrolling students in our swim programs. Collaborate with the Aquatics team to stay informed about class schedules, promotions, and updates. Contribute to the overall success of British Swim School Bay Area by ensuring a high level of customer satisfaction. Qualifications: Strong verbal communication skills with the ability to engage and connect with potential customers over the phone. Proven experience in a sales role for 2+ years, preferably in a phone sales or customer service environment. A genuine interest in promoting water safety and the benefits of swimming lessons. Ability to understand customer needs, provide solutions, and ensure a positive experience. Strong organizational and time management skills to handle multiple inquiries and follow-up tasks efficiently. Proficient in using CRM software, email, and other communication tools to track customer interactions and manage sales activities. Ability to work independently in a remote setting, demonstrating initiative and a proactive approach to achieving sales targets. Flexibility to work evenings and weekends as needed to accommodate customer schedules. If you are a self-motivated individual with excellent communication skills and a passion for promoting water safety, we would love to hear from you! Join us in making a difference in the lives of families in the Bay Area by helping children learn essential swimming skills and safety practices! Job Type: Part-time Pay: From $20.00 per hour Expected hours: No less than 30 per week Benefits: 401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Health insurance Paid time off Vision insurance Work from home Experience level: 3 years Shift: 5-8 hour shifts anywhere between 8am-7pm Supplemental pay types: Performance bonus Quarterly bonus Weekly day range: Afternoon/Evening/Weekend flexibility required Work setting: Call center Remote Experience: Customer service: 1 year (Preferred) Location: San Francisco Bay Area, CA or Sonoma County (Required) Work Location: Remote Flexible work from home options available.
    $20 hourly 15d ago
  • Call Center SALES Representative

    British Swim School 4.1company rating

    Millbrae, CA jobs

    Responsive recruiter Job description Job title: Call Center Sales Representative Reports to: Call Center Manager Status: Part-Time Are you passionate about water safety and enthusiastic about promoting swimming lessons? British Swim School Bay Area is looking for a dynamic and motivated Phone Sales Representative to join our team. In this remote role, you will be the first point of contact for potential customers, helping them understand the importance of water safety and the benefits of our swim lessons. Your primary goal is to connect with families, promote our programs, and enroll students in our swim school, ensuring they have a positive and impactful experience. Roles and Responsibilities: Engage with potential customers over the phone, providing information about our swim lessons and water safety mission. Answer inquiries and address concerns in a friendly and professional manner. Promote the benefits of our programs and guide families through the enrollment process. Maintain accurate records of customer interactions and follow-up activities. Achieve sales targets by enrolling students in our swim programs. Collaborate with the Aquatics team to stay informed about class schedules, promotions, and updates. Contribute to the overall success of British Swim School Bay Area by ensuring a high level of customer satisfaction. Qualifications: Strong verbal communication skills with the ability to engage and connect with potential customers over the phone. Proven experience in a sales role for 2+ years, preferably in a phone sales or customer service environment. A genuine interest in promoting water safety and the benefits of swimming lessons. Ability to understand customer needs, provide solutions, and ensure a positive experience. Strong organizational and time management skills to handle multiple inquiries and follow-up tasks efficiently. Proficient in using CRM software, email, and other communication tools to track customer interactions and manage sales activities. Ability to work independently in a remote setting, demonstrating initiative and a proactive approach to achieving sales targets. Flexibility to work evenings and weekends as needed to accommodate customer schedules. If you are a self-motivated individual with excellent communication skills and a passion for promoting water safety, we would love to hear from you! Join us in making a difference in the lives of families in the Bay Area by helping children learn essential swimming skills and safety practices! Job Type: Part-time Pay: From $20.00 per hour Expected hours: No less than 30 per week Benefits: 401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Health insurance Paid time off Vision insurance Work from home Experience level: 3 years Shift: 5-8 hour shifts anywhere between 8am-7pm Supplemental pay types: Performance bonus Quarterly bonus Weekly day range: Afternoon/Evening/Weekend flexibility required Work setting: Call center Remote Experience: Customer service: 1 year (Preferred) Location: San Francisco Bay Area, CA or Sonoma County (Required) Work Location: Remote Flexible work from home options available. Compensation: $20.00 per hour Working at British Swim School is more than just a job; it's a chance to create a lasting impact that could change a child's life. As part of the British Swim School Team, you play a role in your local community, empowering others and sharing your passion. It's a chance to be part of a fun-loving team of dedicated people who are committed to promoting water safety and a lifelong love of the water. While we teach swimming to people of all ages and abilities, most of our students are preschool and elementary-aged kids. Our instructors should like working with this age group and be good at making parents feel comfortable. It's helpful if you have experience with children or in a child-focused job, but it's not required if you can show the right attitude. The job comes with specialized training in our advanced and unique British Swim School approach. We also have exciting opportunities with our Customer Service Team, even if you're not in the pool. These are the people committed to providing the best service in the industry. In these roles, you might talk to parents on the phone or by the pool. Wherever you are, the aim is to make everyone feel like part of the British Swim School Family as we focus on ensuring the “Survival of the Littlest.” Each franchise location is independently owned and operated by a franchisee (franchise owner). Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to British Swim School Corporate.
    $20 hourly Auto-Apply 60d+ ago
  • Growth Representative

    National University 4.6company rating

    California jobs

    Compensation Range: Hourly: $22.20 - $28.86 The Growth Representative identifies and converts qualified leads into opportunities for the National University Academies' Account Executive team. They will drive outreach efforts by making outbound calls, researching stakeholders, and following up to schedule demonstrations. Working closely with marketing and leadership, the Growth Representative helps to ensure Harmony Academy's message of belonging and whole-child learning reaches every district and community. Essential Functions: Conducts 100+ outbound calls daily to engage new leads and existing customers to qualify leads and schedule demonstrations for Account Executives. Researches and identifies key stakeholders and decision-makers in K-12 school districts to ensure tailored and effective outreach. Consistently follows up with leads to build relationships, maintain engagement, and secure meetings. Qualify inbound leads from campaigns, events, and referrals to ensure high-value prospects are engaged efficiently. Uploads, manages, and prioritizes lead lists from conferences, events, and other sources provided by the Account Executive team. Uses Salesforce CRM and Five9 dialing software to track activity, maintain accurate records, and report progress. Collaborates with the sales team to refine outreach strategies and achieve team goals. Stays informed and knowledgeable on offerings to effectively communicates to leads and customers. Monitors trends and market insights to enhance outreach effectiveness. Performs other duties as assigned. Supervisory Responsibilities: N/A Requirements: Education & Experience: Bachelor's Degree preferred. Minimum of two (2) to three (3) years of experience in a call center or inside sales role, with a strong focus on cold calling, required. Experience using Salesforce CRM and outbound dialing tools (such as Five9, or similar) preferred. Experience in education, ed-tech, or non-profit preferred. Previous experience selling into K-12 schools is a plus. Competencies/Technical/Functional Skills: Proven ability to meet or exceed performance metrics, such as calls per day or conversion rates. Demonstrated ability to manage a high volume of inbound and outbound calls while maintaining professionalism, empathy, and attention to detail. Excellent verbal and written communication skills, with the ability to build rapport quickly. Self-motivated, resourceful, and excited to work in a fast-paced, startup-like environment. Passion for education and selling into K-12 schools. Strong ability to establish rapport with leads, build trust, and nurture relationships to increase conversion rates and long-term partnerships. Ability to maintain a high level of professionalism and persistence when handling and overcoming objections. Knowledge and experience in making high-volume outbound calls, conducting prospect research, and qualifying leads to ensure they meet ideal customer profiles. Strong ability to prioritize leads, manage follow-ups, and handle multiple outreach activities efficiently to maximize productivity and meet goals. Results-focused mindset with the ability to track key performance indicators (KPIs), meet call and demo targets, and continuously refine sales tactics to improve outcomes. Ability to work effectively with Account Executives, other teams, and leadership to align outreach strategies, share insights, and optimize lead generation efforts. Location: Remote, USA Travel: Some Travel Required; up to 10%. #LI-Remote Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here. National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals. National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.
    $22.2-28.9 hourly Auto-Apply 6d ago
  • Temp. Call Center Rep.

    Washington Health Medical Group 4.6company rating

    Fremont, CA jobs

    (WHMG) Serving the communities of Fremont, Union City, and Newark, Washington Health Medical Group (WHMG) is a multi-specialty medical group that is a part of Washington Hospital Healthcare System in Fremont, California. In support of WHMG's mission to serve the community with the highest quality health care, WHMG's commitment to the patient first ethic and ensuring an excellent patient experience are strategic priorities. This is rooted in effective partnerships with patients that yield better outcomes and effective and efficient care in a manner that demonstrates compassion and respect for the patients in our care. For more information, visit our website at *********************** Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Manages a high volume of incoming calls in a timely, professional manner using the patient first ethic. Screens calls appropriately to assess patient needs and directs patients to the appropriate clinic when necessary. Schedules appointments for primary care, specialty and surgical clinics. Collects and verifies insurance information for patients, dependents and guarantors. Utilizes the Epic system to update demographic information, schedule appointments, verify insurance, and gather any other information required Refers patients to medical staff for any and all medical advice. Answer general questions and provide information to patients. Performs related tasks and assignments as necessary. Complies with established organizational policies and procedures of WTMF. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Physical Demands: While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee may occasionally lift up to 25 pounds. qualifications and education requirements High school graduate or GED. 2 years of experience in customer service. Medical office experience preferred. preferred skills Communication proficiency Ethical Conduct Flexibility Initiative Time Management Job Type: Temporary Salary: $29.00-$34.00 per hour Schedule: Monday to Friday Work Location: One location
    $29-34 hourly Auto-Apply 17d ago
  • Standardized Patient

    University of Southern Indiana 4.1company rating

    Evansville, IN jobs

    Title: Standardized Patient Division: Provost's Office Department: Kinney College of Nursing & Health Professions FLSA Status: Non-Exempt Salary Range: $13.31/hour EEO Job Group: 2 C8 Position Summary To realistically portray different types of medical and mental health scenarios and illnesses that health care students and professionals in the medical field will encounter. This is a federally funded grant position through June 30, 2026. Funding for each subsequent year up to June 30, 2029, is contingent on satisfactory progress and continuation from HRSA. Duties/Responsibilities Portray patients in various scenarios surrounding, for example, independent living for elders desiring to age in place and the use of telehealth for primary care and self-management of chronic conditions, hospital rooms, or clinics. Some scenarios may require physical examinations, including touch to sensitive areas, while wearing appropriate garments. Scenarios will be audio and videotaped during simulations and posted for educational use within a password protected learning management system and may also be used for educational research. Simulate all aspects of scenarios in a standardized, accurate, and reliable manner; including but not limited to history of current problem, affect or behavior, and physical findings. Portray difficult personality types and sensitive subject matter. Provide debriefing and/or direct feedback to students regarding interpersonal communication and physical examination skills. Participate in group training and/or mentorship of entry-level standardized patients. Other duties as assigned. Required Knowledge and Skills High School Diploma or equivalent is required. Must be highly dependable and punctual. Demonstrated ability to be instructed by a Standardized Patient Educator. Ability to accept ongoing feedback from facilitators and incorporate feedback into case simulations. Must be able to follow written and verbal instruction. Must observe and accurately document student performance on skills checklists and rating scales. All Standardized Patients will participate in continuous quality improvement through video review. Must possess the ability to maintain confidentiality. Must understand and comply with legal and health regulations, including but not limited to universal precautions, HIPAA, and FERPA. Preferred Knowledge and Skills Acting and/or teaching experience is desired. Regular Work Hours/Travel Requirements Hours worked will not exceed 18 hours per week and 24 hours per month. Usual hours worked will be during standard working hours; Monday through Friday, between 8:00 a.m. and 4:30 p.m. with flexibility to include 7:30 a.m. to 6 p.m. About the College Kinney College, along with university support, offers a robust infrastructure for program success, including a dedicated four-person technology team supporting academic programs and five full-time academic advisors available for student advising and activities. All clinical programs within the College are fully accredited, with an exemplary record in student licensure achievements. Application Process Click “Apply Now!” near the top right of this page to complete an application and upload application materials. Application materials should include: Resume Pre-Employment Screening A background check will be required for employment in this position. Authorization to Work in the United States USI will not sponsor an employment-related visa for this position. Interview Accommodations Persons with disabilities requiring accommodations in the application and interview process please contact the manager of Employment at ****************** or **************. Contacting the manager of Employment is intended for use in seeking disability-related accommodations only. For general applicant inquiries, contact Human Resources at **************** or **************. EEO Statement USI is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities
    $13.3 hourly 47d ago
  • Outreach Representative

    Boca Recovery Center 3.8company rating

    Huntington, IN jobs

    Job Description Job Title: Outreach Representative Department: Outreach Reports To: Kaity Navarro, National Director of Strategic Development Employment Type: Full-Time About Us Founded in 2016, Boca Recovery Center is a nationally recognized addiction treatment provider specializing in substance use disorders and co-occurring mental health conditions. With locations in Florida, New Jersey, Indiana, and Massachusetts; we deliver evidence-based clinical care in a supportive, structured environment. Our team is committed to providing trauma-informed, client-centered services that promote lasting recovery. Job Summary The Outreach Representative serves a critical role in connecting the Outreach Department, Call Center, and Admissions teams to streamline referral management, stepdown planning, and aftercare coordination. This individual ensures the efficient handling of both inbound and outbound referrals while supporting client outcomes and maintaining strong external partnerships. This role is ideal for a results-driven professional with experience in business development, partnership management, or admissions within behavioral healthcare. Key Responsibilities Inbound Referral Management Oversee the proper handling of inbound referrals by the Call Center, including after-hours coverage when needed. Ensure compliance with intake protocols by working closely with the Director and Assistant Director of Admissions. Engage directly with referred clients when necessary to support their entry into treatment. Outbound Referral Coordination Collaborate with Outreach Directors and the Call Center to manage outbound referrals when Boca Recovery Center cannot admit a patient (e.g., insurance or capacity limitations). Act as liaison for referred patients and external partners to ensure appropriate placements. Aftercare & Stepdown Planning Track and manage patient stepdowns from detox and residential programs to lower levels of care. Coordinate with facility teams to ensure timely transitions and documentation in Salesforce. Reporting & Data Management Generate reports in Salesforce on referral activity and performance trends. Maintain high standards of data integrity (within 2% margin of error). Deliver timely updates to Outreach and Strategic Development leadership. Communication & Issue Resolution Identify trends, address pipeline issues, and collaborate cross-functionally to resolve bottlenecks. Keep leadership informed of partner health, process gaps, and referral outcomes. Key Performance Expectations Refer-Out to Referral Admit Conversion Rate: Minimum 20% monthly. Reporting Accuracy: Timely and precise reports that support strategic goals. CRM Data Accuracy: Salesforce data must be consistently accurate and up to date for reporting. Requirements Education High School Diploma or GED required; Associate's Degree preferred. Professional experience may substitute for formal education. Experience Background in business development, outreach, admissions, or referral management in behavioral healthcare. Strong understanding of addiction treatment and the full continuum of care. Hands-on experience with Salesforce or other CRMs for tracking and documentation. Skills & Knowledge Knowledge of addiction, treatment protocols, and industry referral networks. Excellent communication and interpersonal skills. Highly organized with a proactive and problem-solving mindset. Proficient in Microsoft Office and EMR systems. Work Environment & Physical Demands Setting: 80-90% indoors in a temperature-controlled environment. Physical Activity: Sitting, standing, walking, reaching, occasional lifting (up to 50 lbs). Mental Stress: Medium to high stress with frequent collaboration. Standard Precautions: Category III - no routine exposure to blood or bodily fluids. Workplace Risk: Low potential for workplace violence. Screening Requirements: Local background check. Benefits Why Join Us? At Boca Recovery Center, we pride ourselves on building strong community relationships and delivering best-in-class care. As an Outreach Representative, you'll play a vital role in bridging care and connection-supporting our mission to help individuals recover with dignity and respect. Boca Recovery Center offers a comprehensive benefits package, including: Health Insurance Retirement Plans Disability Coverage Paid Time Off Continuing Education & Professional Development Opportunities Boca Recovery Center is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join Boca Recovery Center and make a meaningful impact through expert, compassionate care in a mission-driven environment focused on recovery and wellness.
    $28k-37k yearly est. 30d ago
  • Outreach Representative

    Boca Recovery Center 3.8company rating

    Bloomington, IN jobs

    Job Description Job Title: Outreach Representative Department: Outreach Reports To: Kaity Navarro, National Director of Strategic Development Employment Type: Full-Time About Us Founded in 2016, Boca Recovery Center is a nationally recognized addiction treatment provider specializing in substance use disorders and co-occurring mental health conditions. With locations in Florida, New Jersey, Indiana, and Massachusetts; we deliver evidence-based clinical care in a supportive, structured environment. Our team is committed to providing trauma-informed, client-centered services that promote lasting recovery. Job Summary The Outreach Representative serves a critical role in connecting the Outreach Department, Call Center, and Admissions teams to streamline referral management, stepdown planning, and aftercare coordination. This individual ensures the efficient handling of both inbound and outbound referrals while supporting client outcomes and maintaining strong external partnerships. This role is ideal for a results-driven professional with experience in business development, partnership management, or admissions within behavioral healthcare. Key Responsibilities Inbound Referral Management Oversee the proper handling of inbound referrals by the Call Center, including after-hours coverage when needed. Ensure compliance with intake protocols by working closely with the Director and Assistant Director of Admissions. Engage directly with referred clients when necessary to support their entry into treatment. Outbound Referral Coordination Collaborate with Outreach Directors and the Call Center to manage outbound referrals when Boca Recovery Center cannot admit a patient (e.g., insurance or capacity limitations). Act as liaison for referred patients and external partners to ensure appropriate placements. Aftercare & Stepdown Planning Track and manage patient stepdowns from detox and residential programs to lower levels of care. Coordinate with facility teams to ensure timely transitions and documentation in Salesforce. Reporting & Data Management Generate reports in Salesforce on referral activity and performance trends. Maintain high standards of data integrity (within 2% margin of error). Deliver timely updates to Outreach and Strategic Development leadership. Communication & Issue Resolution Identify trends, address pipeline issues, and collaborate cross-functionally to resolve bottlenecks. Keep leadership informed of partner health, process gaps, and referral outcomes. Key Performance Expectations Refer-Out to Referral Admit Conversion Rate: Minimum 20% monthly. Reporting Accuracy: Timely and precise reports that support strategic goals. CRM Data Accuracy: Salesforce data must be consistently accurate and up to date for reporting. Requirements Education High School Diploma or GED required; Associate's Degree preferred. Professional experience may substitute for formal education. Experience Background in business development, outreach, admissions, or referral management in behavioral healthcare. Strong understanding of addiction treatment and the full continuum of care. Hands-on experience with Salesforce or other CRMs for tracking and documentation. Skills & Knowledge Knowledge of addiction, treatment protocols, and industry referral networks. Excellent communication and interpersonal skills. Highly organized with a proactive and problem-solving mindset. Proficient in Microsoft Office and EMR systems. Work Environment & Physical Demands Setting: 80-90% indoors in a temperature-controlled environment. Physical Activity: Sitting, standing, walking, reaching, occasional lifting (up to 50 lbs). Mental Stress: Medium to high stress with frequent collaboration. Standard Precautions: Category III - no routine exposure to blood or bodily fluids. Workplace Risk: Low potential for workplace violence. Screening Requirements: Local background check. Benefits Why Join Us? At Boca Recovery Center, we pride ourselves on building strong community relationships and delivering best-in-class care. As an Outreach Representative, you'll play a vital role in bridging care and connection-supporting our mission to help individuals recover with dignity and respect. Boca Recovery Center offers a comprehensive benefits package, including: Health Insurance Retirement Plans Disability Coverage Paid Time Off Continuing Education & Professional Development Opportunities Boca Recovery Center is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join Boca Recovery Center and make a meaningful impact through expert, compassionate care in a mission-driven environment focused on recovery and wellness.
    $26k-34k yearly est. 13d ago
  • Dual Enrollment (Sign Language, American/ASL)

    Mt. San Jacinto College 3.8company rating

    California jobs

    ABOUT DUAL ENROLLMENT Mt. San Jacinto Community College District welcomes applications on an on-going basis for Dual Enrollment positions. We invite candidates to join the Dual Enrollment (Sign Language, American/ASL) pool. Applications meeting the minimum qualifications will be stored electronically for six (6) months following verification. Qualified applications will be referred to deans and department chairs, who will contact candidates for interviews as needs arise. Dual Enrollment applicants must be actively teaching at a Partnering School DistrictThe duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements and duties does not exclude them from the position if the work is similar, related, or a logical assignment to this class. * Provide instruction that includes lecture and/or laboratory classes in assigned course * Inform students about course requirements, evaluation procedures, attendance and participation requirements in a course syllabus * Effectively teach and communicate with students of diverse backgrounds * Advise students on academic and career matters * Maintain necessary attendance, scholastic and student records, and submit them according to published guidelines * Prepare and grade class assignments and evaluations according to course syllabus * Maintain currency in field * Develop, maintain and evaluate curriculum * Develop, maintain and review course specific and program level student learning outcomes * Promote student success through the scholarship of teaching and learning MINIMUM QUALIFICATIONS * A Bachelor's degree AND Two (2) years of professional experience; OR * An Associate's degree AND Six (6) years of professional experience; AND * Demonstrated sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability gender identity, sexual orientation, and ethnic backgrounds of community college students, faculty, and staff. * Before scanning attachments, remove/redact sensitive, confidential information such as date of birth, social security number, and photograph * ACADEMIC EQUIVALENCY Minimum qualifications for Faculty and Administrators for California Community Colleges are established by the Chancellor's Office. Applicants who do not meet the minimum qualifications to teach in a desired discipline but feel that they possess the equivalent of qualifications, may attach an Application for Equivalence. Applicants who claim equivalent qualifications shall provide conclusive evidence that they possess qualifications that are at least equivalent to those required by the minimum qualifications. The conclusive evidence must be as clear and reliable as college transcripts. Applicants may view the Chancellor's Office minimum qualifications, and Academic Equivalency related forms and policies by viewing the Academic Equivalency link on the Human Resources web page. Please note, submission of a Petition for Equivalence with an application packet does not guarantee approval or advancement through a recruitment process. The Board of Trustees assures that all employees and applicants for employment will be provided equal opportunity regardless of race, color, national origin, age, religion, sex, sexual orientation, disability, marital status, or veteran status. PHYSICAL DEMANDS AND WORKING ENVIRONMENT The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential job functions. Environment: Work is generally performed in an indoor classroom that may also include working in a lab setting. Physical: Primary function requires sufficient physical ability and mobility to work in a classroom and or lab setting and may travel from site to site; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach and twist; to lift carry, push, and/or pull light to moderate amounts of weight occasionally lifting up to 30 pounds or more, carrying supplies, equipment; to operate classroom equipment requiring repetitive hand movements and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information. Vision: See in the normal visual range with or without correction; vision sufficient to read computer screens and printed documents; and to operate assigned equipment. Hearing: Hear in the normal audio range with or without correction. To learn more about Mt. San Jacinto Community College District, you may visit ********************************
    $43k-49k yearly est. 22d ago
  • Senior Consumer Loan Service Delivery Representative

    Schools Financial 4.2company rating

    Representative job at Schools

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Senior Consumer Loan Service Delivery Representative The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $26.62 - $38.60 Scheduled Weekly Hours: 40 What You'll Be Doing Provides World Class Member service to Members via the phone or email. Provides detailed information and promotes credit union products and services to build relationships. Handles most complex situations in the consumer loan area. Serves as a lead to assist department Supervisors and Assistant Managers in achieving Consumer Loan Originations objectives. Serves as a subject matter expert focused on creating a great Member experience acting as trusted advisors for Consumer Loan Originations contact center teammembers and leadership, supporting the credit union with knowledge and guidance. Assist with onboarding new teammembers as they complete classroom training by assisting in the learning lab where teammembers are trained after returning from classroom training. * Serving the Membership over the telephone by answering and processing expert level Member transaction requests and providing product and service information, while supporting various consumer lending call queues. * Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times. * Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed. * Has an expert knowledge of consumer lending products and services including all DMV transactions and ancillary insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests. Makes exceptions within limits independently based on expertise and convey specific recommendations when decision is outside authority limits. * Possesses an expert level understanding of consumer lending servicing, identifying needs, researching escalated situations, making consultative recommendations, and processing Member requests. * Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals. Take an active advisor role with denials to understand when a loan should be reconsidered for an approval and advocate with support. Provide expert financial advice to the Member based on the denial codes/comments in an effort to help the Member garner an approval in the future. * Handles expert level escalations (i.e. loan denial questions; intricate product questions, etc.) where Members are asking to escalate their situation to a higher level of authority. This includes working the escalation and/or advanced queues taking escalations from Members and teammembers. Works with minimal supervision, using advanced problem solving skills and sound judgment when advocating for Member. Will assist taking calls on the Supervisor/Assistant Manager escalation queue. * Assists Consumer Loan Originations with training of new teammembers and cross training of existing teammembers in area of specialty. Keeps up to date with policy/procedure updates and helps train team on higher lending skills (discussing/understanding loan decisions, escalated situations, how to be an advisor versus a product expert, etc.). May collaborate with Leaning & Development regarding training recommendations and other departments (operations, servicing, etc.) as service collaborators. * Serves as a lead in the department to teammembers by providing one on one feedback from observations/call monitoring, coaching, mentoring, efficiency/adherence, training on policies and procedures, new/enhanced services, relays observational feedback to Management along with suggestions on service improvements and actions they recommend to deliver a higher level of service. * Maintain professional and technical knowledge by completing ilearn activities; attending educational workshops, when available; reviewing professional publications; establishing personal networks; benchmarking world-class practices. Additional Job Functions * Performs other duties as assigned * Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications * High School Diploma or GED required 5-7 years previous experience in a service/lending environment required Knowledge, Skills, and Abilities * Demonstrated expert level proficiency with Consumer Loan systems and tools * Require deep knowledge and understanding of teammember workflows * Highly proficient communication and interpersonal skills * Proficient in relevant computer applications * Provides suggestions for streamlining department and credit union operations * Displays courtesy and sensitivity * Effective verbal and written communication skills * Complies with legal and regulatory guidelines * Alerts management to questionable practices * Asks questions to clarify and verify information * Summarizes transaction clearly and concisely * Uses correct terminology * Consistent demonstration of Leadership skills * Practices empowered decision making SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $26.6-38.6 hourly Auto-Apply 33d ago
  • Sales Development Representative

    Crimson Education 3.7company rating

    Sanger, CA jobs

    Job Description Want to revolutionize the future of education and do meaningful work that transforms future generations' lives? EdTech company Crimson Education was founded in 2013 from the idea that through personalised education, we can transform students into the world leaders of tomorrow. Since then, we have rapidly grown a mission-driven team that is dedicated to building the education system for the 22nd century. Our network includes 2,400 tutors and consultants worldwide who work with over 20,000 students. Our tech platform connects tutors and mentors to high school students aiming to achieve admission and scholarships to top universities in the US, Canada, UK, and beyond. This is a full-time position, based in California. The ideal candidate will be able to build rapport easily, be customer-obsessed, and have a growth mindset. The purpose of this role is to be the first point of contact for incoming leads and potential clients, ensuring a smooth customer experience across a variety of Crimson programs, by: Managing, contacting, and qualifying inbound warm/hot leads to Crimson Providing resources to leads to inform them of opportunities with Crimson Working as part of a high performing team to provide the best experience to potential Crimson students What are the main responsibilities for this role? Making calls and responding to enquiries from leads to qualify them for sales processes, ensuring that data is diligently, accurately entered and managed within Crimson's Client Relations Management (CRM) system Salesforce Updating the record of these leads and tracking their movements to the next stage of the sales pipeline in Salesforce Track Crimson events and plan accordingly to reach out to the event leads Schedule meetings for the leads to meet with Crimson's Academic Advisors and Country Manager Establish, develop and maintain positive and professional customer interactions and relationships for Crimson Continuously improving sales techniques, processes and enhancing industry knowledge What skills and experience are required? Proficient in English - Spoken/Written Experience in Customer Service, Customer Success Experience in US college admissions will be preferred but not required Excellent communication skills Excellent organization skills Professionalism, Time and Stress Management, Confidence, Positive attitude (patience, empathy), Willingness to learn and go the extra mile Experience in the Education or professional services (e.g. marketing agency, financial services, management consulting, hospitality, etc.) sector and using CRM (Salesforce) and multiple systems and platforms Why work for Crimson? Flexible remote working environment, you will be empowered to structure how you work Limitless development and exposure- our internal promotions/role changes made up 33% of all recruitment last year. $1,000 training budget per year- we love to level up! Psychologist on staff Impressive fireside chats and workshops to help the team continuously level up Radical Candor is a feedback approach we live by We're a global player with 28 markets (and growing) across the globe! If you're passionate about education and people and looking for a fast-paced, collaborative environment, and want to work with cutting-edge technology then we'd love to hear from you! Please keep an eye on your spam / junk email folder for correspondence from Team Tailor.
    $50k-80k yearly est. 3d ago
  • Consumer Loan Service Delivery Representative

    Schools Financial 4.2company rating

    Representative job at Schools

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Consumer Loan Service Delivery Representative The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $20.00 - $29.00 Scheduled Weekly Hours: 40 What You'll Be Doing Serve the Membership by providing World Class Personal Service, supporting Members Consumer Lending needs primarily via the phone by completing various consumer lending transactions, submitting consumer loan applications for decisions, gathering relevant loan documents and providing Members with consumer lending information and recommendations. * Deliver World Class Personal Member Service in a caring, enthusiastic, professional and efficient manner, while contributing to Consumer Lending goals on accuracy and service quality. * Serving the Membership over the telephone by answering and processing Member consumer lending transaction requests, submitting loan applications, funding personal loans and credit cards, and providing product and service information to Members. * Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times. * Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed. * Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals. * Has a working knowledge of consumer lending product and services including DMV and insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests. * Advocate for Members and be willing to escalate calls as appropriate and solicit help as needed from other departments. * Maintain confidentiality of credit union and Member records. * May communicate with Members using electronic correspondence. * Provide consultative services to Members regarding credit union products and services by assessing the Member's needs and addressing their concerns. Additional Job Functions * Performs other duties as assigned * Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications * High School Diploma or GED required * less than 1 year previous experience in sales, customer service, or banking required Knowledge, Skills, and Abilities * Concentrates on caller * Basic consumer lending product and service knowledge * Listens without interrupting * Asks questions to clarify and verify information * Recaps transaction to ensure understanding * Identifies essential information * Enters information efficiently * Displays expected level of accuracy * Summarizes transaction clearly and concisely * Excellent oral and written communication skills SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $20-29 hourly Auto-Apply 5d ago
  • Consumer Loan Service Delivery Representative

    Schools Financial 4.2company rating

    Representative job at Schools

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Consumer Loan Service Delivery Representative The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $20.00 - $29.00 Scheduled Weekly Hours: 25 What You'll Be Doing Serve the Membership by providing World Class Personal Service, supporting Members Consumer Lending needs primarily via the phone by completing various consumer lending transactions, submitting consumer loan applications for decisions, gathering relevant loan documents and providing Members with consumer lending information and recommendations. * Deliver World Class Personal Member Service in a caring, enthusiastic, professional and efficient manner, while contributing to Consumer Lending goals on accuracy and service quality. * Serving the Membership over the telephone by answering and processing Member consumer lending transaction requests, submitting loan applications, funding personal loans and credit cards, and providing product and service information to Members. * Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times. * Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed. * Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals. * Has a working knowledge of consumer lending product and services including DMV and insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests. * Advocate for Members and be willing to escalate calls as appropriate and solicit help as needed from other departments. * Maintain confidentiality of credit union and Member records. * May communicate with Members using electronic correspondence. * Provide consultative services to Members regarding credit union products and services by assessing the Member's needs and addressing their concerns. Additional Job Functions * Performs other duties as assigned * Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications * High School Diploma or GED required less than 1 year previous experience in sales, customer service, or banking required Knowledge, Skills, and Abilities * Concentrates on caller * Basic consumer lending product and service knowledge * Listens without interrupting * Asks questions to clarify and verify information * Recaps transaction to ensure understanding * Identifies essential information * Enters information efficiently * Displays expected level of accuracy * Summarizes transaction clearly and concisely * Excellent oral and written communication skills SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $20-29 hourly Auto-Apply 35d ago
  • Inside Sales Representative

    Wesco Distribution 4.6company rating

    Concord, CA jobs

    As an Inside Sales Representative, you will interact with existing customers, to increase sales of the Company's products and/or services. You will obtain, create, and up-sell orders, creating customer satisfaction and adding value to the customer's buying experience. You will focus on proactive selling techniques to add business or expand current book of accounts. You will collaborate with outside sales to ensure goals are being met. Responsibilities: Obtains orders through email and telephone calls, verifies and enters items, transfers orders to fulfillment, explains stock-outs and expected delivery dates. Increases orders by suggesting related items, explaining features, and checks customer's buying history. Owns, qualifies and develops opportunities passed from marketing, outside sales, and national accounts. Identifies ways for continuous improvement of processes. Prepares, generates, and follows up on verbal or written quotations to secure orders, or determine reason for loss of order. Reviews open customer order reports and takes action on open items, including those items that may be at risk in meeting customer's promised delivery date. Maintains distribution system backorder report, associated customer expediting report and notices, and customer notification. Reports industry trends, competitive pricing and customer feedback to management. Qualifications: High School Degree or Equivalent required; Bachelors' degree preferred Requires knowledge and experience in sales and sales administration; still acquiring higher level knowledge and skills, however fully competent and productive professional contributor (2-4 years) Familiar with Microsoft Office, and ability to perform basic computer skills Ability to perform multiple tasks simultaneously Working in team environment Communicate clearly, both verbally and in written form Attention to detail Ability to prospect and market concepts to existing and potentially new accounts Take action and solve a range of problems that may be difficult but are not typically complex Identify and define problems and possible solutions independently; chooses among existing solutions Ability to work independently with general supervision Ability to travel 0% - 25% #LI-MH1
    $37k-72k yearly est. Auto-Apply 48d ago
  • Representative - Inside Sales (Business Development)

    Wesco Distribution 4.6company rating

    Pleasanton, CA jobs

    We're looking for a motivated and results-driven Inside Sales Business Development Representative to join our growing sales team. In this role, you'll be responsible for identifying and qualifying new business opportunities, engaging prospects through cold calling, and helping drive revenue growth through strategic outreach and relationship building. As a Representative - Inside Sales, you will interact with existing customers, to increase sales of the Company's products and/or services. You will obtain, create, and up-sell orders, creating customer satisfaction and adding value to the customer's buying experience. You will focus on proactive selling techniques to add business or expand current book of accounts. You will collaborate with outside sales to ensure goals are being met. Responsibilities: Obtains orders through email and telephone calls, verifies and enters items, transfers orders to fulfillment, explains stock-outs and expected delivery dates. Increases orders by suggesting related items, explaining features, and checks customer's buying history. Owns, qualifies and develops opportunities passed from marketing, outside sales, and national accounts. Identifies ways for continuous improvement of processes. Prepares, generates, and follows up on verbal or written quotations to secure orders, or determine reason for loss of order. Reviews open customer order reports and takes action on open items, including those items that may be at risk in meeting customer's promised delivery date. Maintains distribution system backorder report, associated customer expediting report and notices, and customer notification. Reports industry trends, competitive pricing and customer feedback to management. Qualifications: High School Degree or Equivalent required; Bachelors' degree preferred Requires knowledge and experience in sales and sales administration; still acquiring higher level knowledge and skills, however fully competent and productive professional contributor (2-4 years) Familiar with Microsoft Office, and ability to perform basic computer skills Ability to perform multiple tasks simultaneously Working in team environment Communicate clearly, both verbally and in written form Attention to detail Ability to prospect and market concepts to existing and potentially new accounts Take action and solve a range of problems that may be difficult but are not typically complex Identify and define problems and possible solutions independently; chooses among existing solutions Ability to work independently with general supervision Ability to travel 0% - 25% #LI-GS1
    $37k-72k yearly est. Auto-Apply 60d+ ago
  • Representative - Inside Sales (Business Development)

    Wesco 4.6company rating

    Pleasanton, CA jobs

    We're looking for a motivated and results-driven Inside Sales Business Development Representative to join our growing sales team. In this role, you'll be responsible for identifying and qualifying new business opportunities, engaging prospects through cold calling, and helping drive revenue growth through strategic outreach and relationship building. As a Representative - Inside Sales, you will interact with existing customers, to increase sales of the Company's products and/or services. You will obtain, create, and up-sell orders, creating customer satisfaction and adding value to the customer's buying experience. You will focus on proactive selling techniques to add business or expand current book of accounts. You will collaborate with outside sales to ensure goals are being met. Responsibilities: * Obtains orders through email and telephone calls, verifies and enters items, transfers orders to fulfillment, explains stock-outs and expected delivery dates. * Increases orders by suggesting related items, explaining features, and checks customer's buying history. * Owns, qualifies and develops opportunities passed from marketing, outside sales, and national accounts. * Identifies ways for continuous improvement of processes. * Prepares, generates, and follows up on verbal or written quotations to secure orders, or determine reason for loss of order. * Reviews open customer order reports and takes action on open items, including those items that may be at risk in meeting customer's promised delivery date. * Maintains distribution system backorder report, associated customer expediting report and notices, and customer notification. * Reports industry trends, competitive pricing and customer feedback to management. Qualifications: * High School Degree or Equivalent required; Bachelors' degree preferred * Requires knowledge and experience in sales and sales administration; still acquiring higher level knowledge and skills, however fully competent and productive professional contributor (2-4 years) * Familiar with Microsoft Office, and ability to perform basic computer skills * Ability to perform multiple tasks simultaneously * Working in team environment * Communicate clearly, both verbally and in written form * Attention to detail * Ability to prospect and market concepts to existing and potentially new accounts * Take action and solve a range of problems that may be difficult but are not typically complex * Identify and define problems and possible solutions independently; chooses among existing solutions * Ability to work independently with general supervision * Ability to travel 0% - 25% #LI-GS1
    $37k-72k yearly est. Auto-Apply 60d+ ago

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