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FT Customer Service Representative (Bilingual English and Spanish)

Company: Oportun Financial Corporation
Location: Tucson
Posted on: January 15, 2022

Job Description:

Overview

ABOUT OPORTUN

Oportun is a mission-driven, technology-powered provider of inclusive, affordable financial services and a certified Community Development Financial Institution (CDFI).

We seek to serve the 100 million people in the US who are shut out of the financial mainstream because they are credit invisible or are mis-scored because they have limited credit history. By lending money to hardworking, low-to-moderate income individuals, we help them move forward in their lives, demonstrate their creditworthiness, and establish the credit history they need to access new opportunities.

Since 2006, we have lent over $6.8 billion through over 3.1 million affordable small dollar loans and have helped over 730,000 people start establishing credit. In recognition of inventive approach, we were recognized by Time Magazine as one of 50 Genius Companies inventing the future.

The Bay Area News Group recognized Oportun as a Top Workplace in 2019. Come and be a part of our community of employees, partners, and customers who are devoted to expanding financial opportunity for millions. When we work together, we can make life better.

Responsibilities

WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?

Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience. At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people. As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.

We are a mission-driven financial services company and we provide you the tools and training to make you successful. You'll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.

HOW TO BE SUCCESSFUL?

* Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers.
* Build relationships and lead Outreach for our retail stores.
* Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products.
* Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events.
* Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time.
* Demonstrate Internal and external communication skills through customer education, promotion and conversion.
* Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements.
* Responsibly manage cash handling, taking cash payments and balancing a cash drawer.
* Comply with all regulatory and audit requirements.
* Work positively as a team within the company mission to serve our customers as the most important consideration.
* Be a role model by living Oportun's Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.

Qualifications

WHAT KEY QUALIFICATIONS ARE NEEDED?

* Bilingual English/Spanish (Required)
* Service Experience (Required)
* Sales experience (Required)
* Customer-oriented: Approachable and proactive in meeting and exceeding customer needs and providing excellent service
* Results-oriented: Use appropriate strategies to achieve and/or exceed goals
* Strong communication and listening skills with a high degree of professionalism and ability to interact effectively with individuals from diverse backgrounds in-person and over the phone
* Utilize good judgment, initiative and problem solving consistent with our compliance standards to resolve Oportun's customer concerns and ensure a positive customer experience outcome
* Have a positive attitude
* Must be a team player and work well with others
* Detail oriented
* Basic computer proficiency and systems knowledge
* Need to be flexible and adaptable for team, customer needs and scheduling (Stores are open 7 days a week typically between 9 a.m. to 7 p.m.)
* High School diploma or equivalent preferred

Company Overview

ABOUT OPORTUN

Oportun (Nasdaq: OPRT) is a financial services company and digital platform that provides responsible consumer credit to hardworking people in the United States. Using A.I.-driven models that are built on years of proprietary customer insights and billions of unique data points, we have extended millions of loans and billions of dollars in affordable credit to consumers, the majority of whom live in low-and moderate-income communities. Since about half of our new customers come to Oportun without a FICO score, we play a key role in the communities we serve by being able to offer them an affordable and credit-building alternative to payday and auto title lenders. In recognition of our responsibly designed products which help consumers build their credit history, Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.

With headquarters in California and a remote-first corporate culture, our 3,000+ team members work in Oportun locations and remotely throughout the United States, Mexico, and India. Our global operations include our Mexico contact centers and administrative offices, our India technology development center, and our US corporate, technology, and retail operations.

We feel privileged to have been named a "Top Workplace" by the Bay Area News Group for three years running, one of Fast Company's Most Innovative Companies in the World for 2020 and recognized as a TIME Magazine 2018 Genius Company for our impact in helping to reinvent the future of lending. For the last three consecutive years, we have been titled Top Workplace by the Bay Area News Group.

WORKING AT OPORTUN

Working at Oportun means enjoying a differentiated experience of being part of a team that fosters a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share our perspectives. This inclusive culture is directly connected to our organization's performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream. We celebrate and nurture our inclusive culture through our employee resource groups and our Diversity, Equity, Inclusion and Belonging Council.

WE ARE AN EQUAL OPPORTUNITY EMPLOYER

We are proud to be an Equal Opportunity Employer and consider all qualified applicants for employment opportunities without regard to race, age, color, religion, gender, caste, national origin, disability, sexual orientation, veteran status or any other category protected by the laws or regulations in the locations where we operate.

We encourage you to apply for this position even if you do not match all the qualifications listed for this position. At Oportun, we will consider all experience on a candidate's application, and we are committed to building a team that encompasses a variety of backgrounds, experiences, and skills.

We will also consider those with criminal histories consistent with the requirements of applicable laws in the locations where the role will be based such as the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring Ordinance when hiring for roles in locations with such laws.

We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application process. Applicants in need of special assistance or accommodation during the application or interview process or in accessing our website may contact us by sending an email to talent@oportun.com. Please include your name and preferred method of contact in your email. Please also note that this email address is for requests for assistance only and not for the submission of applications or resumes, which will not be considered through this channel.

Keywords: Oportun Financial Corporation, Tucson , FT Customer Service Representative (Bilingual English and Spanish), Sales , Tucson, Arizona

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