Bilingual Financial Success Coordinator

Job Summary

Providing a welcoming and efficient experience for members, the full-time hourly Bilingual Financial Success Coordinator will manage inbound and outbound communications, connect members with financial coaching resources, and maintain accurate member records in a remote setting.

Key responsibilities

• Handle high volumes of inbound and outbound member calls and emails professionally
• Connect members with appropriate financial coaches and resources based on their needs
• Maintain accurate documentation of member interactions and manage appointment scheduling

Required qualifications

• High school diploma or equivalent
• Minimum of 2 years of experience in customer service or a related role
• Fluent in English and Spanish, both written and verbal
• Strong organizational and time-management skills
• Ability to work independently in a remote environment while managing high call volumes