Teams at Beyond Finance

Handle inbound calls to educate, empathize with, and retain clients in Beyond Finance hardship programs. Deescalate upset customers, assess financial situations, use the CRM to document interactions, propose customized solutions, and meet retention targets while delivering excellent customer service.

Handle inbound calls to retain clients in Beyond Finance hardship programs by educating, empathizing, de-escalating, analyzing financial situations, using the CRM to document interactions, developing customized retention solutions, and meeting retention targets while delivering excellent customer service.

The Customer Service Representative manages client interactions, providing support through high volume phone calls, resolving issues, and maintaining strong client relationships while working remotely.