Customer Care Advisor (Fintech)

TL;DR

Customer Care Advisor (Fintech): Managing outbound call campaigns to help borrowers understand loan terms and enroll in autopay programs with an accent on consultative communication and performance metrics. Focus on resolving complex customer concerns and promoting financial product optimizations.

Location: On-Site in West Roseville, CA

Salary: $22/hour

Company

hirify.global is a technology company delivering financing and software products for sustainable home solutions, such as solar panels and energy-efficient HVAC.

What you will do

• Lead structured outbound call campaigns to walk borrowers through loan terms and confirm project satisfaction.
• Pitch and enroll customers in autopay programs and conduct consultative cross-sell conversations for mortgage and home equity products.
• Identify and resolve customer concerns, documenting cases and escalating complex issues like fraud or billing disputes.
• Navigate CRM software and loan portals simultaneously to update account details and complete transactions.
• Maintain a quality assurance score of 90%+ and achieve targets for enrollment and conversion rates.

Requirements

• Ability to work from a script while building natural rapport with customers.
• Strong written communication skills for detailed and accurate case documentation.
• Proficiency in navigating multiple software platforms simultaneously during live calls.
• Coachable mindset and ability to meet measurable performance targets.
• Location: Must be based in West Roseville, CA for on-site work.

Nice to have

• Experience with Salesforce or similar CRM systems.
• Background in financial services, lending, solar, or home improvement.
• Bilingual proficiency in English and Spanish.
• 1+ year of experience in a high-volume call center or phone-based sales.

Culture & Benefits

• Clear growth path into team lead, escalation specialist, or financial product specialist roles.
• Company support and investment for pursuing an NMLS license to grow into a Licensed Loan Officer.
• Strong culture of internal promotion with structured training provided from day one.
• Collaborative environment focused on making sustainable home solutions affordable and accessible.