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Customer Advocacy Specialist

Reprise Financial is on a mission to simplify the financial journey for our customers, making personal loans accessible and transparent. We leverage technology and a customer-first approach to provide fast, reliable personal loans of up to $25,000, ensuring our clients receive the support they need without hidden fees or complex terms. Our commitment to integrity and clarity allows us to foster trust and empower individuals to take control of their finances. 

At Reprise Financial, we foster a workplace built on innovation, collaboration, and kindness. Our mission to simplify the financial journey for our customers inspires us to exceed expectations and make a meaningful impact. 

We provide the tools, resources, and support for employees to thrive in a dynamic, customer-focused environment. Transparency, continuous improvement, and open communication drive our culture of trust and excellence, where new ideas are valued, and growth is encouraged. 

Join Reprise Financial and be part of a team where your contributions are recognized, and you have the opportunity to innovate, grow, and make a positive difference. 

About the role 

The Customer Advocacy Specialist role is primarily responsible for complaint intake, complaint management, customer phone calls, and fraud tracking.  The Customer Advocacy Specialist will be responsible for follow-up and follow-through addressing customer concerns. The Customer Advocacy Specialist will be a member of the Company Compliance team and will report to the Customer Advocacy Lead. 

  

Key Responsibilities 

  • Customer Advocacy & Support:  Champion the company's commitment to customer advocacy by advocating for customers' needs in a professional and courteous manner.  Provide timely and effective resolution to customer inquiries, issues, and complaints via various communication channels. 

  • Documentation & Reporting:  Maintain detailed records of customer interactions, including issues raised, resolutions provided, and any follow-up required in Company complaint management tracking systems.  Generate regular reports on customer complaints and trends and provide reporting to Management as required and requested. 

  • Cross Functional Collaboration:  Collaborate with other departments and stakeholders to address root causes of customer concerns or complaints and assist in fostering a cross-functional understanding of consumer concerns. 

  • Fraud Tracking:  Maintain fraud tracking and reporting, including in collaboration within the Compliance team and among other departments.  Generate regular reports to identify trends and provide reporting to Management as required and requested.   

  • Adheres to Company policies and procedures, including Compliance (UDAAP, BSA/AML, etc.), Information Technology, employee handbook, etc. 

  • Other duties as assigned. 

  

Skills, Knowledge, and Expertise 

  • 1-3 years of experience in customer service or customer advocacy positions, with regulatory compliance, customer advocacy, complaints management, or similar roles in highly regulated consumer financial services or banking organizations.  

  • AA degree or equivalent experience required. 

  • Strong working knowledge of federal and state consumer finance and banking laws and regulations is a plus. 

  • High proficiency in using complaint management systems and related software is a plus. 

  • High proficiency in Microsoft Office – Excel, Word, Outlook. 

  • Excellent communication skills, both verbal and written. 

  • Problem-solving abilities and a proactive attitude toward addressing customer needs. 

  • Strong interpersonal skills with the ability to empathize and build rapport with customers. 

  • Superior organizational skills, including the ability to multitask effectively and manage competing priorities under demanding deadlines. 

  • Operates with strong integrity and the ability to handle projects of a sensitive and confidential nature. 

  • Demonstrates flexibility and the ability to adapt quickly to rapidly changing needs. 

  • Ability to constructively challenge ideas and ensure timely escalation of issues and concerns as appropriate. 

  • Proven ability to work independently and collaboratively within a team environment.  

    Location 

    This position is fully remote, allowing you to work from anywhere that suits you best! While you’ll primarily work from home, you are always welcome to visit our office in Irving, TX, whenever you choose. We encourage our remote team members to stay connected through regular virtual meetings and team events. All team members must reside in one of our approved locations by their start date, ensuring you remain part of our collaborative community. 

     

    Compensation 

    For this role our salary range is $21 to $23 depending on relevant experience. This role will also be eligible to receive a variable annual bonus based on both company and individual performance. 

     

    Benefits That Support Your Success 

    • Stay Healthy & Happy: Comprehensive medical, dental, and vision coverage, contributions to a Health Savings Account (HSA), and access to an Employee Assistance Program (EAP) to support your mental health and overall well-being. 

    • Secure Your Future: Plan ahead with our 401(k) program, featuring a Safe Harbor Match (100% of the first 3% and 50% of the next 2%). 

    • Time That Works for You: Recharge with accrued time off, company holidays, sick time, and 3 floating holidays—perfect for celebrating your birthday, your dog’s birthday, or just a random Tuesday! 

    • Support for Growing Families: Our 12-week Paid Parental Leave ensures you have the time and support to focus on your family during life’s biggest moments. 

    • Competitive Rewards: Market-driven salary and bonus opportunities ensure your hard work is recognized and rewarded. 

    • Tools for Success: Stay connected and productive with a robust tech package designed to help you deliver your best every day. 

     
    Our Core Values  

    • Pursue Excellence: We strive for the highest quality, ensuring our tools and services truly aid in our customers’ success.  

    • Make a Meaningful Impact: We focus on delivering outcomes that genuinely improve financial well-being.  

    • Commit to Innovation: Our innovative approach keeps us at the forefront of providing effective financial tools.  

    • Champion the Customer: We prioritize our customers' financial goals, tailoring our tools to meet their unique needs.  

    • Collaborate with Purpose: Our teamwork drives us to develop superior solutions that empower customers.  

    • Lead with Kindness: Respect and empathy are central to our operations, creating a supportive environment for success. 

     

    Equal Employment Opportunity Employer 

    At Reprise Financial, we are dedicated to fostering an inclusive community where every individual is valued. We are an Equal Employment Opportunity employer—ensuring that all qualified applicants and employees receive consideration for employment without regard to age, race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. 

     

    We believe that diversity strengthens our organization and drives innovation, and we are committed to creating a workplace that reflects the rich variety of our communities. 

Average salary estimate

$22000 / YEARLY (est.)
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$21000K
$23000K

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What You Should Know About Customer Advocacy Specialist , Reprise Financial

Join Reprise Financial as a Customer Advocacy Specialist and help us simplify the financial journey for our valued customers! Based in Dallas, this role is all about championing our customers' needs and providing top-notch support through their experience with personal loans. You'll engage with clients, manage complaints, and track fraud to ensure their concerns are addressed promptly and professionally. With a focus on transparency and integrity, you'll play a vital part in driving customer satisfaction and loyalty. At Reprise Financial, we foster a collaborative and innovative culture, so you'll work alongside a dedicated Compliance team to generate insightful reports on customer trends. Your contributions will directly impact our mission of making personal finance accessible and straightforward. To succeed in this role, you’ll need a blend of strong communication skills, problem-solving abilities, and a passion for advocating for customers. The ideal candidate will have 1-3 years experience in customer service or advocacy within the financial sector and be well-versed in consumer finance laws and regulations. Plus, with the flexibility of a fully remote workplace, you can thrive no matter where you are! We invite you to be part of a team that values each member's input and fosters professional growth, all while making a positive difference in the lives of others. So, if creating clear and meaningful customer experiences sounds like your calling, we want to hear from you!

Frequently Asked Questions (FAQs) for Customer Advocacy Specialist Role at Reprise Financial
What responsibilities does a Customer Advocacy Specialist have at Reprise Financial?

The Customer Advocacy Specialist at Reprise Financial is responsible for managing customer complaints, providing effective resolutions, and advocating for customer needs. They keep detailed records of customer interactions, collaborate with cross-functional teams, and track fraud incidents to ensure compliance and transparency. Regular reporting on customer trends is also a vital part of this role, enabling management to identify areas for improvement.

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What are the qualifications required for the Customer Advocacy Specialist role at Reprise Financial?

To qualify for the Customer Advocacy Specialist role at Reprise Financial, candidates should have 1-3 years of experience in customer service or advocacy, preferably in a regulated financial environment. An AA degree or equivalent experience is required, along with a strong understanding of consumer finance laws. Proficiency in Microsoft Office and complaint management systems is a plus, along with excellent communication skills and a problem-solving mindset.

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How does Reprise Financial support its Customer Advocacy Specialists?

Reprise Financial supports its Customer Advocacy Specialists through comprehensive training, access to a robust tech package, and a commitment to professional growth. The company encourages collaboration and open communication, fostering a culture where new ideas are welcomed. Additionally, employees enjoy benefits that promote health and well-being, and a supportive environment that values each member's contributions.

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What is the work environment like for a Customer Advocacy Specialist at Reprise Financial?

The work environment for a Customer Advocacy Specialist at Reprise Financial is fully remote, allowing flexibility in where you work. The company promotes a culture of collaboration through regular virtual meetings and team events, ensuring remote workers stay connected. Team members are encouraged to share ideas and participate actively in discussions to drive continuous improvement within the organization.

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What growth opportunities exist for a Customer Advocacy Specialist at Reprise Financial?

At Reprise Financial, Customer Advocacy Specialists have several opportunities for growth, including access to ongoing training, mentorship programs, and potential career pathways into other areas of the company. The commitment to fostering a culture that values professional development allows individuals to enhance their skill sets and tackle new challenges, ultimately leading to fulfilling career advancement.

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Common Interview Questions for Customer Advocacy Specialist
Can you describe your experience in customer advocacy?

When answering this question, focus on specific roles where you have championed customer needs. Use examples that highlight your problem-solving abilities, your understanding of customer feedback processes, and how you have worked collaboratively with teams to resolve complaints effectively.

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How do you prioritize competing tasks while managing customer complaints?

In your answer, explain your organizational skills and methods for prioritizing tasks. Discuss tools you use for tracking tasks, how you assess urgency, and your approach to ensuring timely responses to customers while balancing multiple responsibilities.

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How would you handle a situation where a customer is unhappy with the resolution provided?

Explain your strategy for de-escalating situations and ensuring customer satisfaction. Mention the importance of active listening, empathy, and seeking additional input to reassess the situation. Provide a specific example if possible.

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What steps would you take if you noted a pattern in customer complaints?

Outline the analytical skills you would use to identify trends in complaints. Discuss how you would collaborate with cross-functional teams, propose actionable solutions, and follow-up to ensure the changes made a positive impact.

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Describe a time when you successfully advocated for a customer’s needs within your organization.

Share a specific scenario where your advocacy resulted in a significant change or improvement. Highlight how you communicated the customer's needs to stakeholders, your negotiation skills, and the outcome that benefited the customer and company.

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How do you stay updated on consumer finance regulations?

Talk about your approach to keeping informed, such as subscribing to industry newsletters, attending webinars, or participating in professional development courses. Mention specific resources you find valuable and how this knowledge impacts your job.

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What role does teamwork play in your success as a Customer Advocacy Specialist?

Emphasize the importance of communication, collaboration, and sharing information across departments. Provide examples of how teamwork has helped you resolve complex customer issues or improve overall customer satisfaction.

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How do you ensure confidentiality while dealing with sensitive customer information?

Discuss your understanding of compliance and data privacy regulations. Highlight practices you implement to protect customer information, such as using secure systems, conducting proper documentation, and following company protocols.

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What is your approach to follow-up with customers after resolving an issue?

Describe your follow-up procedures and the emphasis you place on ensuring customer satisfaction post-resolution. Discuss how you use follow-up as an opportunity to build trust and gather additional feedback.

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Why do you want to work for Reprise Financial?

Your answer should reflect your understanding of the company's mission and values. Highlight your admiration for their commitment to customer advocacy and innovation, and discuss how your skills align with their goals, making you a great fit for the team.

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