Financial Service Representative at Flexi-Personnel

Requirements:

• Excellent written & verbal communication skills
• Willing to work a 5-day work week with 2 additional days being the last two Saturdays of every month
• Ability to multitask
• Ability to work on a customized CRM
• Good understanding of MS Office
• The perfect candidate will have completed post-secondary education and have been in the workforce as a collector or as a phone operator in a call center environment for a minimum of a year.

Responsibilities:

• Inbound Calling clients
• Building relationships with our partners
• Filling out of contracts
• Taking applications over the phone
• This will be outlining the expectations of the financial service representative role in terms of daily tasks and responsibilities.
• Our main priority is to ensure everything is moving like clockwork by pushing files forward.
• This means calling assigned ques, answering inbound calls, cleaning the inbox, updating collectors, and making sure clients complete their application with all the necessary documents on file.
• Everyone is expected to answer 2-3 inbound calls at a time so we can maintain quality and not have any team member struggle with more than that.
• Overall, we should always be busy whether it be answering inbound calls or continuously dialing out during downtime so business is continuously flowing.
• Daily Expectations/Priority:
  • Answering at least 30 inbound calls
  • Minimum 4 applications per day
  • Assisting BDMs with applications, updating collectors, collecting documents, etc,.
  • 80% conversation rate (Competing application and obtaining all necessary documents on
• ALWAYS leaving your notes on file
• Updating collectors while calling ques AND after completing an application
• Uploading documents/replying to emails and backing them up to ensure the inbox is not cluttered
• Dialing out
• Calling your assigned ques (Need Docs, Incomplete, Unresponsive)
• Updating collectors
• Calling referrals (New applicants provided)
• Collectors calling for updates/transferring a new applicant
• Funded clients inquiring about their account (Forward to CSR team or to excel shit for callback)
• Contacting applicants calling to resume their application (Filling out application, documents, interview, etc,)