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Financial Services Representative
Penn Foster. Support learners through inbound calls and outbound auto-dialer campaigns, prioritizing inbound calls .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and problem-solving skills while effectively managing high call volumes and payment discussions. Proficient in navigating multiple systems and maintaining a professional phone presence in a collaborative remote team environment.
Highest-signal resume keywords
Collections ExperienceCustomer Service ExperienceStrong Communication SkillsActive Listening SkillsProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Payment ProcessingCall Disposition SelectionAccount DocumentationHigh Volume Call HandlingMicrosoft Outlook Navigation
Soft Skills
Professional Phone PresenceEmpathyDependabilityPunctualityOpenness to Coaching
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Inbound CallsOutbound CallsAuto-Dialer CampaignsPayment OptionsPrivacy Procedures
About the role
Key responsibilities & impact- Support learners through inbound calls and outbound auto-dialer campaigns, prioritizing inbound calls
- Ask questions to understand learners’ situations and discuss payment options
- Explain account status and potential consequences of falling further behind
- Discuss options such as changing payment due dates, eligible deferments, or late-fee waivers within department guidelines
- Process payments and accurately document account interactions
- Select appropriate call dispositions
- Follow privacy, call-recording disclosure, do-not-call, and department procedures
- Meet service, quality, schedule-adherence, and performance expectations
- Contribute to team goals
- Work with team leads and peers to resolve questions and support a collaborative remote team
- Handle approximately 125 inbound and outbound call activities per day, with inbound volume averaging around 70 calls
- Participate in a gradual training process, including inbound call training during the first month and dialer training during the second month
Requirements
What you’ll need- High school diploma or GED required
- Collections experience preferred; call center or customer service experience valuable; direct collections experience not required
- Strong communication, active listening, probing, and problem-solving skills
- Professional phone presence and ability to remain calm and empathetic during challenging conversations
- Ability to handle a high volume of calls, ask for payment, and work toward performance goals
- Strong computer skills, including navigating multiple systems and Microsoft Outlook
- Dependable and punctual
- Open to coaching and willing to learn as part of a team
- Must reside in and perform work within the United States
- Must be willing and able to travel as needed
- Successful completion of applicable pre-employment screening requirements
- Employment eligibility verification through Form I-9
Benefits
Comp & perks- Performance incentives
- Voluntary overtime may be available during busier periods
- Medical insurance
- Dental insurance
- Vision insurance
- Flexible spending accounts
- Generous paid time off
- Sponsored volunteer opportunities
- 401(k) with company match
- Free access to all online programs
- Occasional travel for team meetings, company events, conferences, and summits