Posted 26 days ago

Customer Care Advisor

West Roseville, CARemoteFull-time

AI Summary

Customer Care Advisors guide borrowers after home solutions projects, handling outbound calls, autopay enrollment, cross-sell conversations, and issue resolution while maintaining documentation and meeting performance targets.

About this role

About GoodLeap:

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

Customer Care Advisors make the first call to a borrower after their home solutions project is complete, and act as the trusted guides who help the borrowers understand and successfully manage their GoodLeap loan.

This is not a passive customer service role. CCA's run structured outbound call campaigns, enroll customer in autopay programs, have consultative conversations about additional financial products, and handle customer concerns that require real judgement and documentation. CCA's work across multiple platforms simultaneously - managing live calls, updating records in real time, and consistently hitting measurable performance targets.

Real Growth Path

Customer Care Advisors who master the product knowledge and hit their numbers in this role have a clear path into team lead, escalation specialist, and financial product specialist tracks. High performers also have the opportunity to pursue their NMLS license and grow into a Licensed Loan Officer role — a career track that GoodLeap actively supports and invests in. GoodLeap promotes from within and the structured training you receive from day one is designed with that growth in mind.

Essential Job Duties & Responsibilities:

Lead Structured Outbound Call Campaigns:

Call customers shortly after their home improvement project is completed to walk them through their loan terms, confirm the work was finished to their satisfaction, and answer any questions

Pitch and enroll customers in automatic payment (autopay) programs on every eligible call — explaining the interest rate savings, walking through the enrollment process, and handling objections with a proven rebuttal framework

Conduct consultative cross-sell conversations, including introductions to home equity and mortgage products, solar power purchase programs, and loan optimization opportunities

Work rotating campaign assignments based on business need — from payment reminders and promotional period alerts to tax credit follow-ups and loan feature reviews

Manage a cloud-based phone system to handle queue status, campaign toggling, and call wrap-up efficiently

Handle Customer Concerns with Care and Precision:

Identify when a customer's issue warrants a formal escalation — such as installer non-communication, incomplete project work, system performance problems, billing disputes, or potential fraud — and distinguish those from issues that can be resolved on the call

Ask targeted questions to get to the root of a customer's concern before escalating, and redirect to the appropriate resource when escalation isn't necessary

Write clear, accurate case notes in a required format that gives the customer's issue, their specific concerns, and the desired outcome — so the next person who touches the case has everything they need

Route formal complaints through the correct internal approval process before submitting; manage open cases appropriately and follow up when needed

Recognize and flag situations involving out-of-business contractors, suspected fraud, elder financial exploitation, or language barriers for specialized handling

Be a Product and Systems Expert:

Learn and accurately explain the full range of GoodLeap loan structures — including loans with promotional periods, interest-only phases, principal-only phases, re-amortization features, and standard installment products

Navigate CRM software, a loan origination portal, and our customer payment portal simultaneously during live calls to verify account details, update information, and complete transactions

Process autopay enrollments on behalf of customers — collecting bank account information securely over the phone and reading required disclosures

Complete call wrap-up documentation accurately across a range of outcome types: completed calls, voicemails, refusals, scheduled callbacks, completed transfers, and more

Execute warm transfers to licensed mortgage specialists, solar energy consultants, and specialized support teams per established handoff protocols

Own Performance Numbers:

Maintain a quality assurance score of 90% or above — calls are evaluated on script adherence, accuracy, professionalism, and documentation quality

Hit campaign-specific targets for autopay enrollment, cross-sell conversion, and case resolution rates

Keep call documentation time tight — complete notes during and immediately after each call to maximize productive time on the phone

Adhere to your schedule and maintain accurate availability status throughout the shift

Required Skills, Knowledge & Abilities:

Required:

Comfortable working from a script while still sounding natural and building rapport

Strong written communication — your case notes tell the story of every call

Able to navigate multiple software platforms simultaneously while on a live call

Coachable, metrics-aware, and able to receive direct feedback constructively

Preferred:

Experience with Salesforce or similar CRM

Background in financial services, lending, solar, or home improvement

Bilingual English/Spanish

Experience in outbound sales or subscription/autopay enrollment

Familiarity with loan concepts: interest rates, promotional periods, and amortization

Experience handling escalations, dispute resolution, or identifying fraud indicators

1+ year in a high-volume call center, phone sales, or phone-based customer service role

Skills

AutoPay EnrollmentCall ScriptingCase ManagementCloud-based Phone SystemCompliance/documentation StandardsCRM (Salesforce Or Similar)Customer Payment PortalData EntryGuided Escalation ProcessesHandoff ProtocolsLive Call HandlingLoan Concepts: Amortization, Interest Rates, Promotional PeriodsLoan Origination PortalMulti-platform NavigationNote-takingQuality AssuranceRecord UpdatingScript Adherence

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