Customer Care Advisor

📋 Description

• Call borrowers after project to confirm work and explain loan terms.
• Enroll autopay on eligible calls; explain savings; handle objections.
• Conduct cross-sell conversations for home equity, solar, and loan options.
• Work rotating campaigns: reminders, promos, tax credits, loan reviews.
• Manage cloud-based phone system for queue status and wrap-up.
• Escalate issues when needed; route to the right team.

🎯 Requirements

• Comfortable working from a script while sounding natural and building rapport.
• Strong written communication; case notes tell the story of every call.
• Able to navigate multiple software platforms simultaneously during live calls.
• Bilingual English/Spanish.
• Experience with Salesforce or similar CRM.
• 1+ year in a high-volume call center, phone sales, or phone-based customer service role.