Spanish bilingual csrModer Solutions Inc

About Us
Moder was founded in December 2020, with the mission to positively impact the financial health of companies in need by powering their in-house processes using top talent, workflow best practices, and progressive technology.
We are a tech forward outsourcing company specializing in supporting the US mortgage, insurance, and banking industries.
Moder offers end-to-end or component-based outsourcing. We can do everything from managing one off projects to becoming an extension of your customer service or operations team.
Our team is built by outsourcing industry experts who've been on the client and provider sides. They bring decades of experience in financial services and expect the highest caliber of service and delivery from our team.
We're a company based in the US with offices in India, and the Philippines.
 
Job Role & Responsibilities
Here are some tasks that this role might include:
 
Lead Generation and Qualification
Qualifying leads based on predefined criteria.
 
Data Entry and Management
Inputting client information into customer relationship management (CRM) systems.
Updating customer databases with new information as needed.
Maintaining records of sales targets and actual sales.
 
Appointment Scheduling
Coordinating calendars for sales representatives and clients.
Scheduling appointments for consultations, viewings, or follow-ups.
Sending reminders to sales staff and clients about upcoming appointments.
 
Document Preparation
Preparing and organizing paperwork required for mortgage processing.
Assisting in the preparation of sales presentations and proposals.
Drafting correspondence such as emails and letters to clients.
 
Communication Support
Fielding initial phone calls or email inquiries from potential clients.
Acting as a liaison between the sales staff and clients.
Providing clients with basic information about the mortgage products and services.
 
Sales Support
Providing administrative support to the sales team.
Helping in organizing events, webinars, or seminars.
 
Reporting and Analysis
Preparing weekly or monthly sales reports.
Monitoring sales performance against targets.
 
Customer Service
Following up with client's post-sale to ensure satisfaction.
Responding to client questions and concerns in a timely manner.
 
Marketing Support
Distributing marketing materials to clients.
Assisting in social media management and content creation for promotional activities.
 
Qualifications & Experience
College graduates, college undergraduates, or associate degree graduates; Senior High School Graduate;
Must have at least 6-12 months of work experience in the BPO industry (BFSI industry a plus);
Excellent attention to detail;
Strong verbal and written English communication skills;
Basic computer navigation skills;
Excellent communication, Preferred VA experience, MS office skills;
Good organizational skills essential to work on multiple distinct projects simultaneously for several customers;
Adaptability to deal with changing needs and working styles of various loan officers and seeking opportunities to further their knowledge and understanding;
Learning skills are critical to this role as new LO's brings with them a new topic or new ways of working.
Must have Spanish- CSR experience
 
Benefits
Paid Training
Competitive Base Pay
Miscellaneous Allowance
Paid Time Off
Paid Holidays
HMO Benefits
Opportunities for promotion
Employee Referral Bonus
Excellent Growth and Advancement Opportunities
13th month salary
Overtime pay
Work onsite in Mandaue City, Cebu
 
Schedule:
8 hour shift
Monday to Friday
Night shift
Overtime
Weekends