Financial Service Representative

Location: Nairobi

Our client, an international organization who is a leading provider of language interpretation services is seeking to recruit a Financial Service Representative.

The successful candidate will be responsible for supporting the personal loans team in all aspects of the team’s goals. This will include customer service, agency support and underwriting as it may be deemed necessary. All applicants will have to undergo a criminal record check and a credit check before being hired.

Requirements:

• Excellent written & verbal communication skills


• Willing to work a 5-day work week with 2 additional days being the last two Saturdays of every month


• Ability to multitask


• Ability to work on a customized CRM


• Good understanding of MS Office


• The perfect candidate will have completed post-secondary education and have been in the workforce as a collector or as a phone operator in a call center environment for a minimum of a year.

Responsibilities:

• Inbound Calling clients


• Building relationships with our partners


• Filling out of contracts


• Taking applications over the phone

• This will be outlining the expectations of the financial service representative role in terms of daily tasks and responsibilities.


• Our main priority is to ensure everything is moving like clockwork by pushing files forward.


• This means calling assigned ques, answering inbound calls, cleaning the inbox, updating collectors, and making sure clients complete their application with all the necessary documents on file.


• Everyone is expected to answer 2-3 inbound calls at a time so we can maintain quality and not have any team member struggle with more than that.


• Overall, we should always be busy whether it be answering inbound calls or continuously dialing out during downtime so business is continuously flowing.


• Daily Expectations/Priority:
  
  
  
  • Answering at least 30 inbound calls
  
  
  • Minimum 4 applications per day
  
  
  • Assisting BDMs with applications, updating collectors, collecting documents, etc,.
  
  
  • 80% conversation rate (Competing application and obtaining all necessary documents on
  
  
  
  


• ALWAYS leaving your notes on file


• Updating collectors while calling ques AND after completing an application


• Uploading documents/replying to emails and backing them up to ensure the inbox is not cluttered


• Dialing out


• Calling your assigned ques (Need Docs, Incomplete, Unresponsive)


• Updating collectors


• Calling referrals (New applicants provided)


• Collectors calling for updates/transferring a new applicant


• Funded clients inquiring about their account (Forward to CSR team or to excel shit for callback)


• Contacting applicants calling to resume their application (Filling out application, documents, interview, etc,)

NB: Flexi Personnel does not charge candidates for job placement.