
Research Professional
1 week ago
Job Overview
We are seeking a highly skilled and experienced professional to join our team as a Research Agent.
This role is responsible for collecting data on provider services and evaluating consumer experiences through phone and online inquiries.
Duties And Responsibilities- Initiate outbound calls and offline inquiries according to predefined targets
- Analyzing data research to identify trends and patterns
- Educate clients about provider services and handle their queries in a professional manner
- Gather detailed information about provider services
- Document conversations accurately and efficiently
- Prepare feedback reports for stakeholders using well-crafted emails
- Stay up-to-date with changing project requirements, goals, and processes
- A minimum of 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 concepts
- Familiarity with key terms such as APR, origination fee, prepayment penalty, DTI ratio, and credit score impact
- Experience making outbound verification/info-gathering calls to US lenders/banks; ability to follow scripts, probe, and politely persist to obtain rate/fee details
- Ability to read lender materials (rate sheets, fee schedules, Loan Estimates) and capture data with zero-defect accuracy
- Clear, neutral spoken English; strong note-taking skills; high attention to detail; comfortable with call recordings and QA scoring
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