Customer Service Specialist
Specialist job in Temple, TX
Job Title: Customer Service Specialist
Duration: 03+ months contract (Possible extension )
Shift I: 7:00 AM and 7:00 PM, Monday-Friday
Shift II: 2:00 PM - 10:30 PM, Friday - Tuesday (Wed-Thurs Off)
Job Description:
Under general supervision, communicates to Members policies, procedures, and services to ensure complete knowledge of the Plan.
Must adhere to call handling goals of 80% of calls answered within 30 seconds.
Helps and adheres to call abandonment rate of less than five percent (5%) with average hold time not to exceed 2 minutes based on regulatory requirements.
Within 60 days of employment on the floor, must meet monthly quality goal of ninety-two percent (92%) or greater based on two percent (2%) of calls monitored.
Media Relations Specialist
Specialist job in Temple, TX
4 month part time contract for a Media Relations Consultant (15-20 hours/week)
Seeking a Media facing consultant who has PR experience and can work on promotions.
- Experience in Videography preferred
- Will coordinate with Media and press personnel
- Experience writing Media documents and releases
Remote when not traveling to client locations - Travel between Temple, Killeen, Austin, Waco (Fuel will be reimbursed)
Business Messaging Specialist
Specialist job in Austin, TX
Meta is seeking an exceptional individual to serve as a Business Messaging Specialist, focused on acquiring new customers in the United States. If you are a highly motivated team player who has experience in sales, product solutions, driving and measuring customer success, has a bias for action and rolling up your sleeves to get things done, and wants to unlock the potential of WhatsApp to serve millions of businesses, we would be excited to hear from you.This role will primarily focus in growing our WhatsApp Business Platform, which serves mid and large-sized clients in the US. The ideal candidate will have extensive Enterprise sales experience, preferably in driving growth and consumption for SaaS solutions, especially in a revenue-oriented role. The role requires both building and delivering success with our key clients, by providing the right solutions based on business needs, joint planning, and driving execution through internal cross functional teams and external partners. The candidate will possess proven skills around Sales, Solutioning, and Customer Success, and can effectively influence and communicate with top levels of management. The candidate will thrive in a team-oriented environment, working with the Product, Business Development, Marketing, Operations and Engineering teams to develop new ways we can improve the Business Messaging experience.
Minimum Qualifications
* 6+ years of enterprise sales and business experience
* Possess executive maturity, presence and experience in building trust with decision makers and articulating business value to key decision makers
* Experience in leading and driving the entire sales cycle, orchestrating cross-functional teams where necessary, leveraging repeatable offerings that maximize revenue and increase client satisfaction
* Analytical and problem-solving experience with large-scale systems
* Experience operating autonomously across multiple teams, demonstrated critical thinking, and thought leadership
* Bachelor's degree
* Experience with performance measurement in SaaS/CPaaS, CRM, or Marketing Technology
Responsibilities
* Develop a comprehensive understanding of clients' business objectives and offer solutions on WhatsApp Business as a platform. Leverage platform potential as well as engaging partners to build additional solutions as relevant
* Demonstrate thought leadership and develop strategic client plans to drive growth against goals, including by reviewing forecasts, assessing and mitigating risks, and removing blockers
* Develop and present compelling value propositions, business cases, along with commercial structure, for clients to drive measurable outcomes
* Build client relationships and trust with high level decision makers across business, technical, customer experience, marketing, and other relevant stakeholders, to gain mindshare on WhatsApp as a platform that can help drive measurable business results. Act as a trusted advisor to help the clients transform their business
* Engage relevant support and engineering teams to address issues, determine the root cause of problems, remove blockers, and improve overall experience
* Work with cross-functional teams to develop strategies to scale client-facing activities. Help build global playbooks/guides on best practices around product implementation and solutions success based on Client learnings
* Actively seek client feedback (both formal and informal) and understand the drivers of satisfaction and/or dissatisfaction. Effectively communicate the feedback internally to identify feature gaps and improvement opportunities
* Focus on winning new logos for the US Business Messaging Market
About Meta
Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics.
Equal Employment Opportunity
Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here.
Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.
Client Success Specialist
Specialist job in Austin, TX
The Client Success Specialist (CSS) is the primary advocate for a portfolio of 60-80 small- to medium-sized business accounts. Reporting to the Manager of Client Success, you will onboard new clients, push product uptake, answer day-to-day queries, and identify revenue-growth possibilities. Your ultimate goal is to promote client retention, expansion, and overall happiness.
Key Responsibilities:
Manage the post-sale lifecycle for an assigned book of business, including onboarding, and quarterly business reviews (QBRs) via Zoom and in-person.
Monitor health scores and usage data to develop proactive engagement plans and reduce churn risks.
Serve as the voice of the customer, collaborating with Product, Support, and Sales to transmit feedback and influence roadmap priorities.
Track and document client interactions with Salesforce and Gainsight.
Identify cross-sell/upsell opportunities and work with Account Executives to increase income.
Coordinate with Technical Support to resolve Tier-2 issues on time.
Provide instructive content (e.g., webinars, videos, articles) to speed up client time-to-value.
Report weekly on portfolio KPIs: NPS, renewal rate, logo retention, and net revenue retention.
Skills & Competencies:
Demonstrates strong communication skills, including explaining technical concepts to non-technical audiences.
Proficient in interpreting dashboards, usage metrics, and health scores.
Capable of managing multiple onboarding tracks and stakeholder groups.
Skilled in negotiating and handling objections during renewal scenarios.
Demonstrates empathy, patience, and the ability to quickly build trust.
Proficiency in CRM (Salesforce), CS platforms (Gainsight, ChurnZero, Totango), and video-conferencing technologies.
Experience with SaaS analytics, SQL fundamentals, or a second language
Education & Experience:
Bachelor's degree in business, communications, information systems, or a similar sector (equivalent experience is accepted).
At least 2 years of experience in Customer Success, Account Management, or Client Services, preferably in a SaaS or technology setting.
Demonstrated ability to meet or exceed retention and expansion targets.
Annual Salary:
Base income range: $60,000-$75,000, depending on location and experience.
Compensation & Benefits:
Quarterly bonuses based on revenue retention and NPS targets
6-month equity option grant
100% employer-paid medical, dental, and vision premiums for employees; 80% for dependents.
401(k) with a 4% corporate match; vested immediately.
Flexible PTO (minimum 15 days per year) and 11 paid company holidays
$1,200 professional development budget
Paid parental leave (12 weeks for primary carers, 6 weeks for secondary carers)
2 paid days off annually for community service.
Join us and help influence the success stories of thousands of forward-thinking businesses, all while developing a fulfilling career for yourself.
Client Success Specialist
Specialist job in Austin, TX
Great organizations are made of great people, and we're looking to fill a Client Success Specialist role on our growing team. This is a full-time position. The primary responsibility is providing excellent support to our new and existing clients, via ticket resolution, training, and onboarding new clients onto our healthcare SaaS application. The ideal candidate would have job experience in a similar client success support role. Candidates must enjoy and work well with technology and possess great written and verbal communication skills.
Other responsibilities include tracking support issues, helping set up and implement new client locations, creating training materials and release notes, and helping to prioritize development of new features based on client feedback. This person will also work very closely with the client success and development teams and likely be trained to use development tools for issue investigation and data manipulation as a part of their duties.
Responsibilities
* Learn and understand the Infusion Center healthcare model
* Onboard new clients onto and support existing clients on our healthcare SaaS application
* Troubleshoot and document software operational and technical issues
* Respond to client support issues, report bugs/issues and feature requests
* Provide excellent client service with friendly, professional responses
* Create client training materials, draft release notes, and help prioritize development of new features
* Go beyond your comfort zone when needed
* Be an awesome addition to our growing team
Qualifications
* Bachelor's degree, required
* 2+ years of experience in Client Relations, Account Management, Customer Success, or Technical Support, required
* Proven track record of achieving and exceeding measurable goals
* Must be detail-oriented, able to multi-task and be extremely organized and efficient
* Must possess excellent written and oral communication skills, including ability to communicate with all levels of org chart
* Ability to say: "I don't know, but I can get that answer for you" and then find the answer for the client
* Excellent computer skills: Adobe Acrobat, Google Suite and all Microsoft Office Applications
* Experience in information technology and technical support a plus, but not required
* Able to work independently (but understand we won't leave you on an island)
* Some travel required (10%)
$70,000 - $75,000 a year
About WeInfuse
Come join our growing company. We are an established healthcare SaaS company with offices in Dallas and Austin.
Founded in 2016, WeInfuse is an infusion center software and consulting organization. Our founders and their team have developed the first and only end-to-end software solution for infusion centers that has gained significant traction in the market. In addition to providing the industry's leading SaaS solution, WeInfuse provides infusion center start-up, optimization and pharmaceutical manufacturer consulting services.
For US-Based Roles: We are not offering new sponsorships opportunities at this time for persons requiring employment visas, such as an H-1B; authorization to work in the U.S. is a precondition of employment.
Any unsolicited resumes/candidate profiles submitted through our website or to personal email accounts of WeInfuse team members are considered the property of WeInfuse and are not subject to payment of agency fees.
Client Specialist
Specialist job in Austin, TX
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, citizenship or immigration status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************). Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class. Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices. About the Role Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar. What You'll Do Front Desk Responsibilities: * Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience *
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service * Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand * Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time *
Assist clients, building individual connections, and providing direction with any questions or concerns * Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner * Deliver first class client experience at all times * Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed * Guide clients with regards to the latest studio promotions, membership discounts and/or special events * Maintain product knowledge for all studio retail operations *
Participate in all relevant training and development programs and meetings as directed by Operations leaders * Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements Fuel Bar Responsibilities: * Deliver quality protein smoothies and customer service in the Fuel Bar *
Handle pre-orders and orders on the spot, custom to each client's needs * Assist clients with questions and product selection * Complete client's orders in a timely manner utilizing a POS transaction * Maintain fuel bar department areas clean and sanitized * Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations * Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy * Prepare various fuel bar goods following company recipes Facility Maintenance: * Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors * Support in cleaning and maintaining of locker rooms to brand standard as directed * Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas * Conduct small studio repairs when appropriate * Laundry services, including collecting, washing, and folding towels * Adhere to daily and weekly cleaning and maintenance checklists Customer Service: * Ensure all existing and new clients are provided with the highest level of hospitality * Maintain client database and utilize information to increase client contact * Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools Qualifications * Strong hospitality skills and alignment with Barry's Mission, Vision and Values. * Ability to work either a full-time or part-time schedule *
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. * Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. * Friendly, outgoing personality and enjoy social interaction * Exhibits enthusiasm for the studio and for the job * Must be a patient, courteous listener, able to show empathy * Responding to clients request with a can-do attitude * Cooperative manner with a focus on team culture. * Ability to prioritize and work within a fast-paced environment * Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment * Have an eye for detail and care for the studio's appearance and cleanliness * Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness * Maintain a professional appearance and behavior * Demonstrate excellent communication skills * Candidates must be at least 18 years or older to apply
Client Success Specialist
Specialist job in Cedar Park, TX
The Client Success Specialist will be responsible for supporting Account Managers in delivering exceptional service and strategic support to key clients across the Wealth Management and Investment Company segments. This role is focused on increasing engagement, preventing churn, and driving net retained revenue by owning specific success motions, operational reviews, and renewal strategies for designated client tiers. A successful candidate will work cross-functionally to execute scheduled reviews, manage client health, and act as an advocate for client needs internally.
Key Responsibilities:
• Strategic Account Support: Partner with Account Managers to provide strategic client support across key account segments. Includes leading monthly client success reviews for clients, managing the success program for designated clients, conducting quarterly success reviews for Tier 1 clients, and providing support for Tier 2 renewal processes by request.
• Churn Mitigation and Client Health Monitoring: Responsible for proactively monitoring client engagement, satisfaction, and product usage to identify accounts that may be at risk of churn. Develop and execute account-specific plans to address risks, support client goals, and improve the overall health of each relationship.
• Renewal Strategy and Execution: Own the 120-day renewal planning process for assigned accounts. Collaborate with AMs and cross-functional teams to ensure timely preparation and execution of renewal strategies, helping secure contract renewals and maximize client retention.
• Operational Reviews and Communication: Lead and document operational business reviews with clients, ensuring regular, structured touchpoints to evaluate progress, align goals, and identify opportunities for added value. Maintain clear and ongoing communication with clients and internal stakeholders throughout the engagement lifecycle.
• Client Advocacy and Enablement: Act as a dedicated client advocate, ensuring that client needs and feedback are represented internally across product, support, and leadership teams. Lead client engagement efforts, promoting program adoption and consistent value delivery.
• Performance Measurement: Performance is measured by client engagement, reduction of churn, and impact on net retained revenue. The role has a direct influence on compensation through retention outcomes.
Skills/Qualifications:
• Minimum of 2 years of experience in Client Experience, Client Success, or a related field within the financial services and/or SaaS industry.
• Experience with Red Oak software and/or the 4U platform is highly desirable.
• Proficiency in CRM software; Salesforce, Freshdesk, Zendesk preferred. Experience with project management methodologies and tools, preferred.
• Strong analytical and problem-solving skills with the ability to interpret client data and feedback.
• Excellent verbal and written communication skills, with the ability to articulate complex concepts clearly and effectively.
• Proven leadership experience with the ability to inspire and build a team.
• Deep understanding of client-centric practices and a passion for delivering exceptional client experiences.
Work Structure:
Red Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of our Cedar Park HQ with a minimum of 3 days (Tues-Thurs) in the office each week.
Auto-ApplyOncology (Genitourinary) Business Specialist - Austin North, TX
Specialist job in Austin, TX
Oncology (Genitourinary) Business Specialist - Austin, TX Astellas is announcing an Oncology (Genitourinary) Business Specialist opportunity in the Austin, TX area. Territory includes but is not limited to: Austin, Killeen, and Waco. PURPOSE AND SCOPE:
To ensure the achievement of sales goals in territory by promoting Astellas oncology products and services to physicians and other medical personnel within assigned geography. Educate customers on characteristics, advantages, indicated treatment and all other developments related to promoted products. Professionally represent Astellas in the field and ensure high levels of visibility and customer satisfaction in territory. Maintain effective communication and relationships with key external and internal customers.
Flexible pay grade level, based on candidate background and skillset
ESSENTIAL JOB RESPONSIBILITIES:
* Call on targeted physicians and oncology centers to promote and educate on the use of Astellas products through one-on-one meetings and presentations, professional education programs and other appropriate means. Responsible for ensuring high levels of call and field productivity; expected to meet call plan expectations, with 5 days in the field each week, supported by office time needed for call planning and follow-up, preparing presentations, making appointments, etc.
* Develop Sales plans and business territory plan activities to support customers using company resources and promotional activities as identified by Oncology Regional Business Manager (ORBM)
* Utilize clinical knowledge to influence prescribing habits
* Coordinate promotional efforts with peers across franchises
* Achieve quarterly sales goals within territory while adhering to all ethical sales practices and required regulations
* Deliver the highest level of clinical and technical value, helping the healthcare customer meet their unique patient care needs, while operating at all times within regulatory guidelines
* Ensure optimum strategy development using territory business plan
* Responsible for accurately reporting sales activities, testing, territory expenses and submitting written reports as necessary by the deadline set forth and defined by Oncology Regional Business Manager
* Appropriately manage and maintain all company equipment and promotional materials (company literature, materials, etc.) according to necessary company guidelines
* Attend all company-sponsored sales and medical meetings as directed by company management (POA's, National Sales Meetings, Regional and Local Conventions, etc.)
* Continuous learning on efficient sales and communication techniques and product / therapeutic area training
* Additional responsibilities as necessary
QUANTITATIVE DIMENSIONS:
* Direct impact on obtaining sales attainment
* Maintain adequate call coverage at National Level
* Deployment of promotional resources at National Level
ORGANIZATIONAL CONTEXT:
* Reports to Oncology Regional Business Manager (ORBM)
* No Direct Reports
Hospice Business Devel Specialist
Specialist job in Austin, TX
Job Details AUSTIN, TXDescription
GENERAL PURPOSE:
The Business Development Specialist (BDS) is responsible for assisting in planning, developing, and implementing the agency marketing programs, which includes community education, non-remunerative solicitation of patients and/or patronage, and advertising. The business development specialist is responsible to the Regional Director of Business Development.
QUALIFICATIONS:
Bachelor's degree in marketing preferred, high school or equivalent required with business development experience.
At least one (1) year marketing or administrative experience in a health care setting.
Knowledge of home health care services and managed care plans.
Basic computer skills.
Excellent speaking and writing ability.
ESSENTIAL JOB FUNCTIONS:
Plans, develops, and implements marketing plan, upon approval of the Regional Director of Business Development.
Plans and conducts community awareness activities which inform physicians, health care workers, and patients (current and prospective) of agency programs and capabilities.
Conducts non-remunerative efforts to obtain new referrals from physicians, and hospital discharge planners.
Prepares community relation activity reports as directed by the Regional Director of Business Development.
Performs pre-discharge hospital assessments, coordinates required treatment plan of care.
Designs agency information and marketing literature and tools for use in the marketing program.
Coordinates media exposure of the agency to include public service announcements, and advertisements. Assists in the promotion of disease management programs.
Attends community business functions to gain exposure for the agency.
Sets and meets job related goals.
Identifies self-learning needs and utilizes educational programs to assist in learning.
Contributes to and participates in team and individual efforts to improve the quality of service.
Assists with health plan contracting activities.
Speaks effectively before groups of customers and employees of the organization.
Complies with Agency policies on attendance/punctuality.
Perform other duties, as assigned.
The above statements are only meant to be a representative summary of the major duties and responsibilities performed by incumbents of this job. The incumbents may be requested to perform job related tasks other than those stated in this description.
Loan Specialist Sales - Austin
Specialist job in Austin, TX
THIS POSITION IS BASED IN AUSTIN, TEXAS AND IS ONSITE - ONLY APPLICANTS WITHIN 60 MILES OF THE OFFICE WILL BE CONSIDERED - if you are outside of Texas, please apply to our Remote post at ***********************
Loan Specialist - Sales (range $36k - $70k)
ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.
WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience.
You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly.
WHAT'S IN IT FOR YOU:
Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average Loan Specialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling
This position starts as an hourly based position ($17.31/hour) and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period
On the first day of the fourth full month Loan Specialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales
On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential
Training
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options
HOW YOU WILL DO IT:
Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers.
Develop sales skills to effectively present benefits of loan options and sell additional products
Manage expectations and overcome objections with a consultative sales approach.
Work within our lending partners' guidelines.
Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
Effectively manage and maintain an organized pipeline.
Additional duties as required.
WHAT WE ARE LOOKING FOR:
We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to:
Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature.
Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.
Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess.
Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively.
We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success.
WHAT YOU NEED:
Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred.
Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
Math Skills: Basic computation skills
High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day.
Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.
Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources
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Home Loan Specialist I
Specialist job in Austin, TX
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
Easy ApplyResidential Appointment Scheduling Specialist - Roofing Services
Specialist job in Sunset Valley, TX
Job Description
Are you hungry to make big commissions and help homeowners protect their property? Join our team today! We'll train you to succeed and provide the tools you need to close deals fast.
Responsibilities:
Knock on doors, connect with homeowners, and build trust.
Schedule roof inspections and explain our process clearly.
Assist customers through their insurance claims.
Communicate effectively with both clients and team members.
Requirements:
Must be at least 18 years old.
Owns a vehicle and a ladder (or willing to buy one).
Comfortable working on roofs and lifting up to 70 lbs.
Confident and motivated to canvass in local neighborhoods.
Send your application today!
Join our 30-minute discovery call to see if this is the right fit. APPLY NOW!
Disclaimer: This advertisement displays potential earnings examples. Actual income will vary based on factors like experience, skills, and individual effort.
Requirements
Must be 18 years of age or older
Must have a valid driver's license
Benefits
Weekly Pay
Uncapped Commission
Flexible Schedule
Collections Specialist
Specialist job in Austin, TX
Exciting Medical Collections Specialist Opportunity! Be the financial backbone of helping ensure veterans and injured workers receive timely access to life-changing treatment by managing the claims and collections process with accuracy, persistence, and purpose.
At Converge Medical Technology, we provide game-changing technology with empowering personalized patient services as part of our in-home, multidisciplinary programs for chronic low back and neck pain. Our passion is to change people's lives. The genuine care and healing of our patients is our highest mission, and our goal is to help them get back to doing the things they love.
Our Medical Collections Specialists are essential to Converge's mission by ensuring accurate and timely reimbursement that keeps patient care moving forward. Through proactive claims follow-up, appeals, and cross-team collaboration, your work helps remove financial barriers so veterans and injured workers can access the care they need without delay. Every claim you resolve supports a patient's journey toward recovery.
Details:
Location: Hybrid in Austin, TX
Pay Range: $22-$26 per hour
Key Responsibilities:
Billing & Collections: Follow established billing and collection protocols for accurate reimbursements. Review and manage accounts to ensure timely and accurate reimbursement. Apply CPT, ICD-10, and HCPC coding knowledge effectively. Identify and resolve payor issues impacting payment delays.
Claims & Appeals: Ensure accurate and timely submission of all claims. Appeal denied claims and manage both front-end authorizations and back-end denials. Utilize insurance carrier websites and Salesforce for efficient follow-up. Ensure compliance with HIPAA, confidentiality, and privacy regulations. Conduct research using available resources to complete referral submissions and updates.
Communication & Collaboration: Initiate outbound calls to insurance companies for claims resolution. Manage high-volume inbound and outbound calls, acting as a liaison between insurance companies and sales representatives. Collaborate with internal teams to streamline referral management and prior authorizations. Maintain thorough documentation of all communications and actions taken.
Perform other duties as assigned.
Qualifications:
High School diploma or equivalent required and 1-5 years of healthcare billing and collections/financial experience preferred.
Working knowledge of HCPCS, CPT, ICD-10 coding.
Experience collecting payments from insurance companies.
Why choose Converge Medical Technology? Our mission is Fun, Family, and Freedom. We encourage our team members to have fun at work, prioritize their family and work/ life balance, and have the freedom to improve how we do things. We offer medical, dental, and vision insurance, short- & long-term disability, FSA/ HSA options, 401k with matching, and so many more. Come and join a company that values its team as much as its growth!
ATM Route/Collection Specialist
Specialist job in Austin, TX
Job Description
The ATM Route/Collection Specialist is responsible for installing, servicing, maintaining, and collecting Automated Teller Machines (ATMs), CRTs, and other gaming or cash-handling equipment along designated routes. This role ensures that all machines operate efficiently, remain stocked, and provide a secure and reliable experience. The position requires attention to detail, operational awareness, strong customer service, and the ability to work independently while adhering to safety and compliance standards. During downtime or lighter routes, the specialist will assist the warehouse team with equipment processing, inventory management, and other operational tasks.
Key Responsibilities:
Route Management & Execution
Plan, organize, and execute daily ATM and collection routes to ensure on-time service, maximum uptime, and timely pickups.
Adjust routes as needed due to machine performance, traffic, weather, emergencies, or customer requests.
Maintain accurate logs and schedules, and report delays or issues to management promptly.
ATM & Equipment Servicing
Replenish cash and consumables (receipt paper, supplies).
Perform basic troubleshooting and minor repairs, including clearing jams, resetting machines, and diagnosing hardware/software issues.
Inspect ATMs, CRTs, and other equipment regularly to ensure cleanliness, security, and proper operation.
Collections & Documentation
Collect assigned materials efficiently, accurately, and safely.
Verify quantities, record overages or shortages, and document all pickups and deposits.
Track machine performance and escalate recurring technical issues.
Maintain detailed logs of service, collection, and any irregularities.
Security & Compliance
Follow strict cash-handling and access-control procedures.
Adhere to company policies, state, and federal regulations regarding banking and electronic systems.
Report suspicious activity, tampering, or potential security risks immediately.
Customer & Vendor Coordination
Communicate professionally with clients, site owners, and vendors regarding service schedules.
Coordinate with Asset Manager to support route efficiency and uptime.
Warehouse & Team Support
Assist the warehouse team during downtime with equipment processing, inventory management, and other operational tasks.
Maintain cleanliness, organization, and readiness of all assigned equipment and vehicles.
Equipment & Vehicle Care
Conduct pre- and post-trip inspections of company vehicles and equipment.
Operate vehicles and equipment safely and in compliance with company policies.
Report maintenance needs, hazards, or route obstacles promptly.
Qualifications:
High school diploma or equivalent; technical training or related certifications preferred.
Prior experience in ATM servicing, cash handling, collections, field operations, or route-based work is highly desirable.
Strong mechanical and technical troubleshooting skills.
Excellent time-management, organizational, and communication abilities.
Valid driver's license with a clean driving record.
Ability to lift and carry equipment or supplies safely.
Must pass background checks and meet security requirements related to cash handling.
Preferred Skills:
Experience with ATM hardware/software platforms (e.g., NCR, Diebold, Hyosung).
Knowledge of banking regulations and cash-management procedures.
Comfort working independently in the field with minimal supervision.
Strong problem-solving skills and adaptability in dynamic route conditions.
Work Environment:
Primarily field-based with daily travel between ATM and collection locations.
Exposure to indoor and outdoor environments.
May require non-standard hours, including early mornings, evenings, weekends, or on-call support.
Medcial Collection Specialist
Specialist job in Austin, TX
USPI Medical Park Tower Surgery Centeris seeking a motivated Collection Specialist to join our team. We have 5 OR rooms. We perform outpatient surgical procedures in General, Ophthalmology, Orthopedic, Urology.Position requires weekdays only -- no holidays, weekends, or call. Some early mornings and later evenings may be required; schedule subject to change based on surgical schedule and flow of the day.
We are looking for an experienced Collection Specialist to contact clients and collect outstanding payments. You will strike a balance between maintaining trustful relationships and ensuring timely payments.
Our Collection Specialist should exhibit professionalism and trustworthiness. You should have excellent communication and negotiation skills as well as an ability to work independently and interdependently with other business office staff.
JOB SUMMARY
Under the direction of the Business Office Manager, the Collections Specialist is responsible for follow up on delinquent surgery center claims and working an expected number of claims per day. Majority of claims will have been submitted to various insurance carriers electronically. Knowledge of how to interpret a managed care contract, Medicare and Medicaid and Workers Compensation claims is a must. You will be given tools to calculate allowable and required to determine appropriateness of reimbursement and appeal claims as necessary.
* Extensive contact with insurance carriers of all types as well as communication with patients regarding out-of-pocket amounts is required. Identification of accounts which have either been under or over paid, issuing credit balance information to the insurance carrier or the patient.
* These practices shall be done in a professional and communicative manner, per policies and procedures, guidelines, internal control measures and established goals.
* Candidate must be a team player and have ability to communicate well with direct reports, patients, customers, insurance carriers, etc.
* Ability to manage accounts worked independently, and in a productive manner.
* Must project a professional demeanor and appearance while maintaining the confidentiality of the surgery center and patients.
* Works well in stressful environment and in situations that demand patience.
* Projects a professional demeanor and appearance while maintaining the confidentiality of administration, patients, physicians and employees.
* Works under stress and in situations that demand patience and tact while providing impeccable service.
#USP-123
#LI-CM1
Required Skills:
Qualifications:
* 3 or more years' experience in healthcare insurance collections of all types. Preference shown to previous experience in an ambulatory surgical setting.
* Prefer previous experience working with Advantx. (Patient Accounting System)
* Experience with electronic patient information systems.
* Prefer previous experience with Electronic Health Record system but will train.
* Medical terminology.
* Ability to work independently.
* Excellent communication skills and interpersonal skills.
* Skilled in time management and prioritization of emergent situations.
* Good customer service skills, always demonstrates professionalism.
* Comfortable utilizing critical thinking skills.
* Proficient with Microsoft Office products.
Business Messaging Specialist
Specialist job in Austin, TX
Meta is seeking an exceptional individual to serve as a Business Messaging Specialist, for our strategic clients in the United States. If you are a highly motivated team player who has experience in sales, product solutions, driving and measuring customer success, has a bias for action and rolling up your sleeves to get things done, and wants to unlock the potential of WhatsApp to serve millions of businesses, we would be excited to hear from you.This role will primarily focus in growing our WhatsApp Business Platform, which serves mid and large-sized clients in the US. The ideal candidate will have extensive Enterprise sales experience, preferably in driving growth and consumption for SaaS solutions, especially in a revenue-oriented role. The role requires both building and delivering success with our key clients, by providing the right solutions based on business needs, joint planning, and driving execution through internal cross functional teams and external partners. The candidate will possess proven skills around Sales, Solutioning, and Customer Success, and can effectively influence and communicate with top levels of management. The candidate will thrive in a team-oriented environment, working with the Product, Business Development, Marketing, Operations and Engineering teams to develop new ways we can improve the Business Messaging experience.
Minimum Qualifications
* 8+ years of enterprise sales and business experience
* Possess executive maturity, presence and experience in building trust with decision makers and articulating business value to key decision makers
* Experience in leading and driving the entire sales cycle, orchestrating cross-functional teams where necessary, leveraging repeatable offerings that maximize revenue and increase client satisfaction
* Analytical and problem-solving experience with large-scale systems
* Experience operating autonomously across multiple teams, demonstrated critical thinking, and thought leadership
* Bachelor's degree
* Experience with performance measurement in SaaS/CPaaS, CRM, or Marketing Technology
Responsibilities
* Develop a comprehensive understanding of clients' business objectives and offer solutions on WhatsApp Business as a platform. Leverage platform potential as well as engaging partners to build additional solutions as relevant
* Demonstrate thought leadership and develop strategic client plans to drive growth against goals, including by reviewing forecasts, assessing and mitigating risks, and removing blockers
* Develop and present compelling value propositions, business cases, along with commercial structure, for clients to drive measurable outcomes
* Build client relationships and trust with high level decision makers across business, technical, customer experience, marketing, and other relevant stakeholders, to gain mindshare on WhatsApp as a platform that can help drive measurable business results. Act as a trusted advisor to help the clients transform their business
* Engage relevant support and engineering teams to address issues, determine the root cause of problems, remove blockers, and improve overall experience
* Work with cross-functional teams to develop strategies to scale client-facing activities. Help build global playbooks/guides on best practices around product implementation and solutions success based on Client learnings
* Actively seek client feedback (both formal and informal) and understand the drivers of satisfaction and/or dissatisfaction. Effectively communicate the feedback internally to identify feature gaps and improvement opportunities
About Meta
Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics.
Equal Employment Opportunity
Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here.
Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.
Client Success Specialist
Specialist job in Austin, TX
Job DescriptionGreat organizations are made of great people, and we're looking to fill a Client Success Specialist role on our growing team. This is a full-time position. The primary responsibility is providing excellent support to our new and existing clients, via ticket resolution, training, and onboarding new clients onto our healthcare SaaS application. The ideal candidate would have job experience in a similar client success support role. Candidates must enjoy and work well with technology and possess great written and verbal communication skills.
Other responsibilities include tracking support issues, helping set up and implement new client locations, creating training materials and release notes, and helping to prioritize development of new features based on client feedback. This person will also work very closely with the client success and development teams and likely be trained to use development tools for issue investigation and data manipulation as a part of their duties.Responsibilities
Learn and understand the Infusion Center healthcare model
Onboard new clients onto and support existing clients on our healthcare SaaS application
Troubleshoot and document software operational and technical issues
Respond to client support issues, report bugs/issues and feature requests
Provide excellent client service with friendly, professional responses
Create client training materials, draft release notes, and help prioritize development of new features
Go beyond your comfort zone when needed
Be an awesome addition to our growing team
Qualifications
Bachelor's degree, required
2+ years of experience in Client Relations, Account Management, Customer Success, or Technical Support, required
Proven track record of achieving and exceeding measurable goals
Must be detail-oriented, able to multi-task and be extremely organized and efficient
Must possess excellent written and oral communication skills, including ability to communicate with all levels of org chart
Ability to say: “I don't know, but I can get that answer for you” and then find the answer for the client
Excellent computer skills: Adobe Acrobat, Google Suite and all Microsoft Office Applications
Experience in information technology and technical support a plus, but not required
Able to work independently (but understand we won't leave you on an island)
Some travel required (10%)
About WeInfuseCome join our growing company. We are an established healthcare SaaS company with offices in Dallas and Austin.
Founded in 2016, WeInfuse is an infusion center software and consulting organization. Our founders and their team have developed the first and only end-to-end software solution for infusion centers that has gained significant traction in the market. In addition to providing the industry's leading SaaS solution, WeInfuse provides infusion center start-up, optimization and pharmaceutical manufacturer consulting services.
For US-Based Roles: We are not offering new sponsorships opportunities at this time for persons requiring employment visas, such as an H-1B; authorization to work in the U.S. is a precondition of employment.
Any unsolicited resumes/candidate profiles submitted through our website or to personal email accounts of WeInfuse team members are considered the property of WeInfuse and are not subject to payment of agency fees
.
Oncology (Genitourinary) Business Specialist - Austin North, TX
Specialist job in Austin, TX
Oncology (Genitourinary) Business Specialist - Austin, TX
Astellas is announcing an Oncology (Genitourinary) Business Specialist opportunity in the Austin, TX area. Territory includes but is not limited to: Austin, Killeen, and Waco.
PURPOSE AND SCOPE:
To ensure the achievement of sales goals in territory by promoting Astellas oncology products and services to physicians and other medical personnel within assigned geography. Educate customers on characteristics, advantages, indicated treatment and all other developments related to promoted products. Professionally represent Astellas in the field and ensure high levels of visibility and customer satisfaction in territory. Maintain effective communication and relationships with key external and internal customers.
Flexible pay grade level, based on candidate background and skillset
ESSENTIAL JOB RESPONSIBILITIES:
Call on targeted physicians and oncology centers to promote and educate on the use of Astellas products through one-on-one meetings and presentations, professional education programs and other appropriate means. Responsible for ensuring high levels of call and field productivity; expected to meet call plan expectations, with 5 days in the field each week, supported by office time needed for call planning and follow-up, preparing presentations, making appointments, etc.
Develop Sales plans and business territory plan activities to support customers using company resources and promotional activities as identified by Oncology Regional Business Manager (ORBM)
Utilize clinical knowledge to influence prescribing habits
Coordinate promotional efforts with peers across franchises
Achieve quarterly sales goals within territory while adhering to all ethical sales practices and required regulations
Deliver the highest level of clinical and technical value, helping the healthcare customer meet their unique patient care needs, while operating at all times within regulatory guidelines
Ensure optimum strategy development using territory business plan
Responsible for accurately reporting sales activities, testing, territory expenses and submitting written reports as necessary by the deadline set forth and defined by Oncology Regional Business Manager
Appropriately manage and maintain all company equipment and promotional materials (company literature, materials, etc.) according to necessary company guidelines
Attend all company-sponsored sales and medical meetings as directed by company management (POA's, National Sales Meetings, Regional and Local Conventions, etc.)
Continuous learning on efficient sales and communication techniques and product / therapeutic area training
Additional responsibilities as necessary
QUANTITATIVE DIMENSIONS:
Direct impact on obtaining sales attainment
Maintain adequate call coverage at National Level
Deployment of promotional resources at National Level
ORGANIZATIONAL CONTEXT:
Reports to Oncology Regional Business Manager (ORBM)
No Direct Reports
Loan Specialist Sales - Austin
Specialist job in Austin, TX
THIS POSITION IS BASED IN AUSTIN, TEXAS AND IS ONSITE - ONLY APPLICANTS WITHIN 60 MILES OF THE OFFICE WILL BE CONSIDERED - if you are outside of Texas, please apply to our Remote post at ***********************
Loan Specialist - Sales (range $36k - $70k)
ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.
WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience.
You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly.
WHAT'S IN IT FOR YOU:
Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average Loan Specialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling
This position starts as an hourly based position ($17.31/hour) and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period
On the first day of the fourth full month Loan Specialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales
On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential
1 week training
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options
HOW YOU WILL DO IT:
Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers.
Develop sales skills to effectively present benefits of loan options and sell additional products
Manage expectations and overcome objections with a consultative sales approach.
Work within our lending partners' guidelines.
Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
Effectively manage and maintain an organized pipeline.
Additional duties as required.
WHAT WE ARE LOOKING FOR:
We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to:
Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature.
Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.
Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess.
Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively.
We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success.
WHAT YOU NEED:
Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred.
Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
Math Skills: Basic computation skills
High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day.
Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.
Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources
Auto-ApplyHome Loan Specialist II
Specialist job in Austin, TX
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
****************************
Easy Apply