📍 Remote – US Only
🕒 Full-Time | 🗓 Posted: June 11, 2025
📁 Department: Customer Service / Support
🔐 Security Clearance & Background Check Required
📝 Position Summary
Join our team as a Financial Consumer Guide, where you will assist consumers with financial inquiries and resolve complaints against financial institutions via phone, email, written correspondence, and more. This remote role requires financial services experience and a strong customer service background.
🔍 Key Responsibilities
- Handle inbound customer inquiries and complaints with professionalism
- Document consumer information in case tracking systems accurately
- Review and redact PII from incoming documentation
- Support digital processing by scanning and tagging correspondence
- Collaborate with team members and vendors to resolve complex issues
- Coach and mentor new agents (with supervisory support)
- Adhere to assigned work schedules and quality standards
📌 Required Qualifications
- Education: 2 years of college OR equivalent combination of education & experience
- Experience:
- 2+ years of customer service
- 2+ years working with financial products or services (e.g., banking, loans, credit, counseling)
- Strong written/verbal communication and active listening skills
- Ability to multitask and manage time effectively in a digital environment
- Must pass:
- Background check
- Drug screening
- Internet speed test and pre-employment assessments
- Must be willing to visit a fingerprinting location as required by the client
💻 Work-From-Home Requirements
- High-speed wired internet connection (Fiber, DSL, or cable)
- No hotspots, satellite, or wireless-only connections allowed
- Secure and quiet home office setup
🧠 Ideal Background Includes Experience With:
- Banking, credit cards, cash handling
- Mortgage and loan processing
- Collections, credit repair
- Payday/title/pawn loans
- Financial counseling and student loans
⚠️ Important
After applying, you must complete a mandatory assessment under “Digital Interview.” Wait for the page to fully load and follow the link provided.
🤝 We are an equal opportunity employer and welcome applicants from all backgrounds, including veterans and individuals with disabilities.