Account Coordinator
On-siteManila, Metro Manila, Philippines
Job Summary
Manage high-volume outbound communication by making 300+ dials per day to warm prospects and schedule calls for the Account Management team. Educate homeowners on product offerings, application processes, and pricing structures while resolving customer inquiries via phone, email, text, and chat. Collaborate with internal stakeholders to develop workflows, SOPs, and manuals, and support team operations by filling out data dashboards, performing QA call audits, and assisting with new hire training. This role requires 2+ years of customer service experience in Financial Services and proficiency in Google Suite, Slack, and Salesforce.
Required Qualifications
- 2+ years of customer service experience specifically within Financial Services
- Bachelor's degree in Business or a related field
- Proven ability to handle high-volume outbound/inbound communication (Phone, Email, Chat)
- Proficiency in Google Suite, Slack, and Salesforce
- Excellent business-to-consumer (B2C) written and verbal communication skills
Desired Qualifications
- Previous experience working in a fast-paced Call Center environment
- Direct experience with Mortgage or HELOC products
- Demonstrated success in a customer-facing role with high empathy and problem-solving skills
- Ability to think on your feet and adapt to non-scripted scenarios
- Experience in lead distribution and application status tracking
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