Provider Relations Specialist

About the role

Proceed Finance's Provider Relations Specialists support a network of medical and dental providers and borrowers across the United States by helping them obtain financing for patients needing life-changing procedures. Specialists train providers, answer questions, review loan documents and ensure maximum funding. They handle incoming calls, emails and texts while delivering an efficient provider and customer experience. The schedule is Monday to Friday, 10:00 am to 7:00 pm.

Key responsibilities

• Manage calls and emails to promote Proceed Finance and strengthen borrower and provider relationships
• Confirm and clarify customer needs, explain possible solutions and follow up on actions needed
• Handle customer service complaints through active listening and problem solving
• Research inquiries using software, databases, scripts and tools, and build trusted client relationships
• Assemble marketing kits and borrower packets and assist with daily mailing
• Document all contacts in systems and review documentation for accuracy and security
• Oversee the loan application process using various forms of technology and communication

Required profile

• High school diploma or GED
• 1+ years of experience in a customer service or provider support role
• Bilingual in Spanish preferred; knowledge of the financial services industry preferred
• Ability to stay calm and accurate under stress and in high-volume periods

Required skills

• Intermediate proficiency with MS programs, including Excel and Word
• Phone etiquette, excellent listening and problem-solving skills
• Confidentiality, prioritization, multitasking and accuracy

What we offer

• Pay of $20-$36 per hour for full-time employment
• Comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (subject to eligibility)