
Phone Research Liaison
2 days ago
We are seeking a detail-oriented and customer-focused representative to join our team. As a key member of our operations, you will be responsible for collecting data on provider services through phone inquiries.
This role is ideal for individuals who enjoy interacting with people, have strong communication skills, and can work independently with minimal supervision.
Duties And Responsibilities- Perform outbound calling to initiate offline inquiries according to defined targets
- Gather predetermined data about the provider services
- Document conversations with precision and clarity
- Engage clients in phone conversations as potential customers
- At least 2 years of experience in handling US banking, loans, and mortgages voice accounts
- In-depth understanding of personal loans, auto loans, mortgages, HELOC, and refinancing
- Familiarity with key terms such as APR, origination fee, prepayment penalty, DTI ratio, and credit score impact
- Experience making outbound verification calls to lenders/banks; can follow a script and persist to get rate/fee details
- Ability to read lender materials (rate sheets, fee schedules, Loan Estimates) and capture data with accuracy
- Clear spoken English and high attention to detail
- Data entry discipline in a form-based tool
- Opportunity to work from home
- A challenging and rewarding role in a dynamic environment
- Ongoing training and development opportunities
Note: The above requirements are not an exhaustive list and may change based on business needs.
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