Spanish Bilingual Specialist - Banking and Finance Account
2 months ago
Engage with bilingual (English and Spanish) customers through voice channels to address inquiries, concerns, and requests related to mortgage products..
Engage with bilingual (English and Spanish) customers through voice channels to address inquiries, concerns, and requests related to mortgage products, services, and account information
• Provide accurate and comprehensive information about mortgage options, interest rates, loan terms, and other relevant details to assist customers in making informed decisions
• Assist customers in navigating online platforms and self-service tools, guiding them through account setup, payments, document submission, and other activities
• Collaborate with internal teams to resolve complex customer issues; escalate cases as necessary
• Handle all interactions professionally, efficiently, and in compliance with company policies and industry regulations.
• Maintain detailed records of customer interactions, transactions, and inquiries using the company's CRM system
• Identify opportunities for upselling or cross-selling additional mortgage products and services based on customer needs
• Stay updated on industry trends, product updates, and company policies to provide accurate information to customers
• Participate in ongoing training to enhance product knowledge, communication skills, and customer service techniques
• Contribute to a positive team environment by sharing insights and best practices to improve overall customer satisfaction
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