About the role
Key ResponsibilitiesHandle inbound and outbound communication with Spanish-speaking customers.Respond to client inquiries through calls, email, chat, WhatsApp, or the company’s approved communication channels.Assist customers in submitting complete and accurate information.Follow up on missing documents, pending requests, appointments, and unresolved inquiries.Coordinate with loan officers, processors, accounting personnel, and management to resolve customer requests.Maintain professionalism, empathy, and confidentiality during all customer interactions.Follow company procedures and approved communication scripts while maintaining a natural customer experience.
2–4 years of experience in customer service, call centers, client relations, or a similar customer-facing role.Advanced Spanish proficiency—minimum C1 level in speaking and writing.Excellent verbal communication, active-listening, and relationship-building skills.Ability to explain processes and requirements clearly and patiently.Strong problem-solving and conflict-resolution skills.Experience using CRM systems, Microsoft Office, email, and online communication tools.Ability to maintain accurate customer records and protect confidential information.Ability to work independently in a remote environment.Availability to work during agreed US business hours.Previous experience in real estate, mortgage lending, financial services, or property management is preferred.Experience with appointment setting, lead qualification, or sales support is an advantage.
2–4 years of experience in customer service, call centers, client relations, or a similar customer-facing role.Advanced Spanish proficiency—minimum C1 level in speaking and writing.Excellent verbal communication, active-listening, and relationship-building skills.Ability to explain processes and requirements clearly and patiently.Strong problem-solving and conflict-resolution skills.Experience using CRM systems, Microsoft Office, email, and online communication tools.Ability to maintain accurate customer records and protect confidential information.Ability to work independently in a remote environment.Availability to work during agreed US business hours.Previous experience in real estate, mortgage lending, financial services, or property management is preferred.Experience with appointment setting, lead qualification, or sales support is an advantage.
