PT Customer Service Representative (Bilingual English and Spanish)
Posted on: January 10, 2022
Oportun is a mission-driven, technology-powered provider of
inclusive, affordable financial services and a certified Community
Development Financial Institution (CDFI).
We seek to serve the 100 million people in the US who are shut out
of the financial mainstream because they are credit invisible or
are mis-scored because they have limited credit history. By lending
money to hardworking, low-to-moderate income individuals, we help
them move forward in their lives, demonstrate their
creditworthiness, and establish the credit history they need to
access new opportunities.
Since 2006, we have lent over $6.8 billion through over 3.1 million
affordable small dollar loans and have helped over 730,000 people
start establishing credit. In recognition of inventive approach, we
were recognized by Time Magazine as one of 50 Genius Companies
inventing the future.
The Bay Area News Group recognized Oportun as a Top Workplace in
2019. Come and be a part of our community of employees, partners,
and customers who are devoted to expanding financial opportunity
for millions. When we work together, we can make life better.
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?
Our Customer Loyalty Representative creates and generates a
rewarding and unique customer service experience. At Oportun,
Customer Loyalty Representatives are passionate about listening,
helping, and connecting with people. As a key member of our team,
you will make the mission of Oportun come to life by educating our
customers about our responsible affordable loans and the benefits
of establishing credit through our loans. You are goal oriented and
results driven while always exhibiting the Oportun Values.
We are a mission-driven financial services company and we provide
you the tools and training to make you successful. You'll be
measured by your customer service, punctuality and attendance as
well as your ability to consistently achieve your goals through
outreach. Outreach entails engaging with potential clients in
person to increase community awareness about Oportun. For example,
you will be expected to visit and build relationships one-on-one,
with surrounding businesses and at local community events outside
of the store.
HOW TO BE SUCCESSFUL?
- Develop and maintain great customer relationships with service
excellence in mind, while promoting the Oportun brand to create
- Build relationships and lead Outreach for our retail
- Meet personal and team goals by obtaining referrals and
ensuring that new and returning customers are aware of the value
and benefits of our products.
- Enjoy community involvement. Increase outreach and awareness by
building partnerships and holding events at local businesses,
nonprofit organizations, churches, schools, and community
- Deliver first-class customer service while accurately
processing loan applications with all the proper documentation
consistent with our compliance standards to limit the number of
non-approved applications and improving loan turn-around time.
- Demonstrate Internal and external communication skills through
customer education, promotion and conversion.
- Quickly and accurately learn our products, services and
procedures and meet policy and regulatory requirements.
- Responsibly manage cash handling, taking cash payments and
balancing a cash drawer.
- Comply with all regulatory and audit requirements.
- Work positively as a team within the company mission to serve
our customers as the most important consideration.
- Be a role model by living Oportun's Core Values: Service, Care,
Innovation, Courage, Excellence, and Empowerment.
WHAT KEY QUALIFICATIONS ARE NEEDED?
- Bilingual English/Spanish (Required)
- Service Experience (Required)
- Sales experience (Required)
- Customer-oriented: Approachable and proactive in meeting and
exceeding customer needs and providing excellent service
- Results-oriented: Use appropriate strategies to achieve and/or
- Strong communication and listening skills with a high degree of
professionalism and ability to interact effectively with
individuals from diverse backgrounds in-person and over the
- Utilize good judgment, initiative and problem solving
consistent with our compliance standards to resolve Oportun's
customer concerns and ensure a positive customer experience
- Have a positive attitude
- Must be a team player and work well with others
- Detail oriented
- Basic computer proficiency and systems knowledge
- Need to be flexible and adaptable for team, customer needs and
scheduling (Stores are open 7 days a week typically between 9 a.m.
to 7 p.m.)
- High School diploma or equivalent preferred
Oportun (Nasdaq: OPRT) is a financial services company and digital
platform that provides responsible consumer credit to hardworking
people in the United States. Using A.I.-driven models that are
built on years of proprietary customer insights and billions of
unique data points, we have extended millions of loans and billions
of dollars in affordable credit to consumers, the majority of whom
live in low-and moderate-income communities. Since about half of
our new customers come to Oportun without a FICO score, we play a
key role in the communities we serve by being able to offer them an
affordable and credit-building alternative to payday and auto title
lenders. In recognition of our responsibly designed products which
help consumers build their credit history, Oportun has been
certified as a Community Development Financial Institution (CDFI)
With headquarters in California and a remote-first corporate
culture, our 3,000+ team members work in Oportun locations and
remotely throughout the United States, Mexico, and India. Our
global operations include our Mexico contact centers and
administrative offices, our India technology development center,
and our US corporate, technology, and retail operations.
We feel privileged to have been named a "Top Workplace" by the Bay
Area News Group for three years running, one of Fast Company's Most
Innovative Companies in the World for 2020 and recognized as a TIME
Magazine 2018 Genius Company for our impact in helping to reinvent
the future of lending. For the last three consecutive years, we
have been titled Top Workplace by the Bay Area News Group.
WORKING AT OPORTUN
Working at Oportun means enjoying a differentiated experience of
being part of a team that fosters a diverse, equitable and
inclusive culture where we all feel a sense of belonging and are
encouraged to share our perspectives. This inclusive culture is
directly connected to our organization's performance and ability to
fulfill our mission of delivering affordable credit to those left
out of the financial mainstream. We celebrate and nurture our
inclusive culture through our employee resource groups and our
Diversity, Equity, Inclusion and Belonging Council.
WE ARE AN EQUAL OPPORTUNITY EMPLOYER
We are proud to be an Equal Opportunity Employer and consider all
qualified applicants for employment opportunities without regard to
race, age, color, religion, gender, caste, national origin,
disability, sexual orientation, veteran status or any other
category protected by the laws or regulations in the locations
where we operate.
We encourage you to apply for this position even if you do not
match all the qualifications listed for this position. At Oportun,
we will consider all experience on a candidate's application, and
we are committed to building a team that encompasses a variety of
backgrounds, experiences, and skills.
We will also consider those with criminal histories consistent with
the requirements of applicable laws in the locations where the role
will be based such as the San Francisco Fair Chance Ordinance and
the Los Angeles Fair Chance Initiative for Hiring Ordinance when
hiring for roles in locations with such laws.
We are committed to providing reasonable accommodation for
qualified individuals with disabilities in our job application
process. Applicants in need of special assistance or accommodation
during the application or interview process or in accessing our
website may contact us by sending an email to firstname.lastname@example.org .
Please include your name and preferred method of contact in your
email. Please also note that this email address is for requests for
assistance only and not for the submission of applications or
resumes, which will not be considered through this channel.
Keywords: Oportun, Coachella , PT Customer Service Representative (Bilingual English and Spanish), Other , Coachella, California
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