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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills in a call center environment, with a focus on empathetic communication and effective account management. Proficient in handling financial information and ensuring compliance with regulations while maintaining accurate records.
Highest-signal resume keywords
Customer Service ExperienceCall Center SupportEmpathetic CommunicationCRM Tools ProficiencyFinancial Calculations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementFinancial CalculationsRecord KeepingCompliance ManagementProposal Management
Soft Skills
EmpathyProfessionalismClear CommunicationMotivational Skills
Tools & Technologies
Windows-Based SystemsCRM Tools
Certifications & Qualifications
Associate’s DegreeBachelor’s Degree
Industry Keywords
Debt Management ProgramClient SupportCall Center EnvironmentPerformance-Driven Environment
About the role
Key responsibilities & impact- Provide phone support to clients enrolled in the Debt Management Program
- Take back-to-back calls in a call center environment
- Support client accounts and ensure seamless account management
- Manage proposals, payments, deposits, and creditor communications
- Proactively review client accounts to identify and resolve issues
- Maintain accurate records and ensure compliance with state regulations
- Collaborate across departments to ensure a seamless client experience
- Encourage and motivate clients throughout their financial journey
- Complete three weeks of mandatory full-time training before transitioning to the regular schedule
Requirements
What you’ll need- 2–3 years of customer service experience (call center preferred)
- Associate’s degree preferred; Bachelor’s degree may substitute for experience
- Strong professionalism when supporting clients through sensitive financial situations
- Strong, empathetic, professional, and clear communication skills
- Experience with Windows-based systems and CRM tools
- Comfort with numbers and basic financial calculations
- Ability to review credit card statements, due dates, and payment schedules
- Private, enclosed room with a door for remote work
- Hard-wired ethernet connection and standard broadband internet
- Security camera in addition to standard computer setup
- Home environment must support productivity and not be used as a replacement for caregiving
- Internet speed of at least 200 Mbps for a single-person residence or 400 Mbps for residences with 2+ people
- Availability for Monday–Friday schedules, including one late-night shift each week
- Must complete mandatory full-time training beginning November 30, 2026
- Comfortable working in a structured, performance-driven environment
Benefits
Comp & perks- Growth and development opportunities
- Supportive, inclusive, and collaborative work environment
- Competitive compensation and benefits
- Mission-driven organization with over 60 years of impact in financial wellness
