Overview

WHO IS OPORTUN?

Oportun is a financial technology company founded in 2005. Our mission is to provide inclusive affordable Financial Services that helps people with little or no credit history establish credit and build a better future. Oportun uses advanced data analytics and technology to “score” and lend money to individuals who other lenders consider “unscorable” because of their limited credit history.

Between our first loan in 2006 and March 2018, Oportun disbursed more than $6 billion in 2+ million affordable loans. During that time, Oportun customers also saved more than $1.4 billion in interest and fees by choosing an Oportun loan instead of one of the alternatives that are widely available to people with little or no credit history.

In recognition of Oportun’s goals of increasing economic opportunity for our clients, promoting community development, and serving low-income or underserved communities, Oportun was certified by the United States Department of Treasury as a Community Development Financial Institution or CDFI.

Oportun is a great place to work if you are as enthusiastic about helping others as you are about your own professional development and career. As our CEO Raul Vazquez says, “Earning a paycheck to support yourself and your family is critical. Satisfying career ambitions is rewarding. But there is no greater privilege than having a challenging job where you are growing and learning professionally, while having a strong positive impact on the lives of others… And that is what we do here every day.

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 return customers.
+ Build relationships and lead Outreach for our retail stores.
+ 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 events.
+ 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 REQUIREMENTS 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 exceed goals
+ 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 phone
+ Utilize good judgment, initiative and problem solving consistent with our compliance standards to resolve Oportun’s customer concerns and ensure a positive customer experience outcome
+ 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

Req No.: 2019-8036
External Company Name: Oportun Inc
External Company URL: http://www.oportun.com
Street: 4190 S. Rainbow Blvd.


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