Qualification Specialist
About The Position
The Qualification Specialist serves as the first point of contact for consumers seeking debt-relief assistance. The Qualification Specialist engages prospects, builds initial rapport, obtains authorization for a soft credit review, identifies qualifying debt, and completes a warm transfer to a Certified Debt Specialist (Closer) for consultation and enrollment. This role is focused on speed, efficiency, and qualifications. Qualification Specialists create a positive customer experience while ensuring qualified opportunities are routed to experienced specialists for the full presentation, consultation, and enrollment process.
Requirements
- Strong verbal communication and active-listening skills.
- Ability to build rapport quickly and guide a focused conversation.
- Basic computer and CRM proficiency.
- Ability to multitask while maintaining accuracy.
- Strong attention to detail and compliance requirements.
Nice To Haves
- Previous sales, customer service, call center, or financial-services experience preferred.
- Relevant customer service, sales, or production-environment experience preferred.
Responsibilities
- Respond promptly to inbound opportunities.
- Establish rapport and create a professional first impression.
- Confirm that the consumer requested information regarding debt-relief solutions.
- Set clear expectations for the qualification process.
- Gather key information regarding unsecured debt obligations.
- Understand the client’s primary financial concerns and goals.
- Verify basic qualification requirements.
- Document relevant information accurately within company systems.
- Explain the purpose of the soft credit review using approved language.
- Obtain authorization to conduct the credit review.
- Review credit-report information to identify qualifying debt.
- Confirm that the prospect meets minimum qualification requirements.
- Prepare concise notes and qualification details for the receiving Certified Debt Specialist.
- Complete a professional warm transfer to an available Certified Debt Specialist.
- Ensure continuity of the customer experience throughout the transfer process.
- Adhere to all company, state, and federal compliance requirements.
- Use approved call scripts, disclosures, and procedures.
- Maintain accurate records of all interactions and outcomes.
- Apply appropriate dispositions and status updates in CRM systems.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
