Intake Specialist - Bilingual English​/Spanish

Position: Intake Specialist - Bilingual English/Spanish (54703)
Intake Specialist
- Bilingual English/Spanish (54703)# Intake Specialist
- Bilingual English/Spanish (54703)
Hot Job Encino Office
- Encino, CA 91436## Overview Salary Range $20.00 - $23.00 Hourly Position Type Full Time Job Shift Day Education  Level High School

Travel Percentage None Category Sales ## Description
*
* Job Title:

Intake Specialist - Bilingual English / Spanish
***
* Location:

Encino, CA** *(on-site position)
*** Status:
Full Time position** *(40 hours/week)
*** Base Pay Range: $20.00 - $23.00/hr USD w2 + Commission & Employee Benefits *(
***
* Please note:

Starting base pay amount is based on the extent of position-relevant experience)
*** About Tax Relief Helpers:
** Tax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment.

We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.
** Summary of

Employee Benefits:

*** Competitive compensation with opportunities for professional growth.
* Comprehensive benefits package, including medical, dental, vision, and several other supplementary benefits.
* Opportunities for advancement within the company for high-performing individuals.
* 401(k) retirement plan.
* Paid time off, sick leave, and access to an Employee Assistance Program (EAP).
* Access to an exclusive employee discount marketplace.
* Subsidized gym memberships.
*
* Position Summary:

** We are seeking a motivated Bilingual Intake Specialist with fluency in speaking English & Spanish to join our dynamic team. As an Intake Specialist, you will play a pivotal role in our company's success by fielding client calls, qualifying prospects, and transferring qualified leads to the sales floor. This position requires exceptional communication skills, attention to detail, and the ability to thrive in a fast-paced environment.

If you have a passion for customer service and enjoy working with clients over the phone, we encourage you to apply.
** Responsibilities:
*** Consistently strive to meet and exceed mutually established Key Performance Indicators (KPIs) and other metrics that drive individual and team success.
* Greet and communicate with clients in a professional, empathetic manner
* Conduct initial intake interviews via phone or electronically
* Validate prospective client information to confirm alignment with established minimum qualification criteria.
* Collect and verify required qualifying information
* Input and maintain accurate records in internal systems or databases
* Evaluating clients needs to effectively qualify for services, and directing them to the appropriate services or departments.
* Work closely with sales manager, sales staff, and/or other teams to facilitate client intake process
* Assist in scheduling appointments and following up with clients as needed
* Provide general administrative support such as filing, copying, and data entry
* Making outbound calls on existing prospective clients## Qualifications
*
* Required Qualifications:

**
* ** Language Skills - Bilingual with fluency in speaking English & Spanish**
* *
* Education:

** High school diploma or equivalent required;
Associate’s or Bachelor’s degree in a related field preferred
* ** Technical

Skills:

** Hands-on experience with computer systems and software applications  (e.g., Microsoft Office Suite, CRM or similar systems)
* ** Document Management:
** Ability to effectively maintain confidentiality in handling sensitive and personal…