
Research Service Specialist
1 week ago
Elevate our research services by collecting data on provider services and evaluating consumer experiences through phone and online inquiries.
- Perform outbound calling and initiate offline inquiries according to the targets defined by the campaign.
- Engage clients in phone conversations as their potential customers in a casual yet professional manner.
- Gather predetermined data about the provider services.
- Familiarity with key terms such as APR, origination fee, prepayment penalty, DTI ratio, and credit score impact.
- Knowledge of personal loans, auto loans, mortgages, HELOC, and refinancing.
- Data entry discipline in a form-based tool/CRM (e.g., HubSpot/Salesforce/Google Sheets).
- At least 2 years of experience in handling US Banking, Loans, and Mortgages voice accounts.
- Clear understanding of how credit checks and credit requirements work.
- Ability to read lender materials (rate sheets, fee schedules, Loan Estimates) and capture data with zero-defect accuracy.
- Working knowledge of US consumer-lending regs/terms sufficient to ask precise questions and spot red flags.
- Prior KPI-driven environment (completion rate, accuracy QA, schedule adherence).
- Processor: 9th / 10th-generation Intel Core i5/ i7.
- Memory (RAM): minimum 8GB.
- Hard Drive (Storage): minimum 256GB.
- Operating System: Windows 11 os, macOS 15.
- Built-in or external camera.
- Noise-canceling headphones.
- Internet Speed: Minimum of 50 Mbps.
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