Bilingual Provider Relations Specialist

Position Summary

Proceed Finance’s Provider Relations Specialists support thousands of medical providers and borrowers across the United States by helping them obtain financing for patients needing life changing procedures.

Provider Relations Specialists keep provider offices humming by training, answering questions, reviewing loan documents, and ultimately ensuring maximum funding for the work they do.

Our Specialists provide loan service for both customers and providers by responding to incoming telephone calls, emails, texts while delivering an efficient and exceptional provider/customer experience.

Essential Job Duties

• Manage calls/emails to promote Proceed Finance and to enhance borrower/provider relationships
• Confirm and clarify customers’ needs, explain possible solutions or recommendations, and follow-up on any action needed related to each transaction ensuring that the customer feels supported and valued
• Handle customer service complaints or situations through active listening and effective problem-solving techniques
• Utilize software, databases, scripts, tools or supporting departments in researching customer inquiries in order to provide answers and solutions
• Develop strong and trusted relationships with clients through timely and accurate communication
• Assist sales and marketing team with campaigns, lead generation, and onboarding
• Assemble marketing kits, borrower packets, and assist in daily mailing
• Document all incoming or outgoing contacts in systems to ensure accurate and comprehensive information and records
• Review critical documentation to verify identity, proof of address, or social security number
• Oversee loan application process utilizing various forms of technology and communication

Education and Experience

• Associates Degree or equivalent experience preferred
• One or more years of client and/or customer service experience

Qualifications & Skills

• Bilingual required (English/Spanish)
• Excellent oral and written communication skills
• Experience providing customer service over the phone
• Ability to work in a fast-paced environment
• Highly organized with strong time management skills
• Strong attention to detail with excellent follow-up skills
• Ability to meet service levels to maintain quality standards
• Entrepreneurial mindset
• Ability to work and collaborate in a team environment
• Welcome and adapt well to change
• Knowledgeable of CRM System(s)
• Base computer proficiency with Microsoft Office suite (Excel, Word, PowerPoint, Outlook)
• Knowledge of the financial services industry preferred

Work Environment

• Work is performed in a standard office setting
• The noise level in the work environment is usually quiet

Physical Demands

• Sedentary work that primarily involves sitting/standing
• Light work that includes moving objects up to 20 pounds occasionally

Hours of Work

• A minimum of 40 hours per week
• The Provider Relations team works eight hours shifts Monday - Friday and provides coverage from 7am - 7pm CST.

Proceed Finance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Type: Full-time

Pay: From $46,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance

Experience level:

• 2 years

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Call center
• In-person

Application Question(s):

• This role currently works a Monday-Friday (10:00am to 7:00pm) schedule. Are you able to reliably work the required hours of this shift?

Education:

• Associate (Preferred)

Experience:

• Customer Service: 1 year (Preferred)

Language:

• Spanish (Required)

Work Location: In person