This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are in the business of home ownership and are looking for a Client Advocate Specialist who will find a career home with us. This non-exempt role is perfect for someone who enjoys customer service and working in a fast-paced environment as you will speak daily with our clients, borrowers, and employees and must use strong interpersonal and communication skills to demonstrate success in this role. Your tone of voice speaks volumes to the audiences. What you will do - Ongoing customer contact and support to ensure complete customer satisfaction - Answer the phone and direct calls to the appropriate department - Complete all closing protection letters - Conduct bankruptcy and patriot searches - Assist Scheduling Team; scheduling closing appointments with Notaries and Attorneys - Coordinate customized mailings throughout transaction, i.e. Welcome notes, thank you letters - Assist scanning/shipping team, as needed - Additional duties, as assigned Qualifications - High-school diploma or equivalent - Strong customer service focus - Clear verbal and written communication skills - Ability to work in fast-paced environment and meet deadlines - Capability to work both independently and as part of a team - Problem-solving mindset with ability to multitask - Familiarity with computers, including online searching and typing Benefits - Competitive payrates based on skills and experience - Extensive benefits package: - Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identity theft), employee discounts - Paid holidays and generous PTO based on tenure - Paid volunteer time - Paid Maternity and Parental Leave - 401K plan and robust continuous learning opportunities - Access to discounts that help save money in your daily life Company Description Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “The 5C’s”: Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us.

• Assure medical validity and provide input to the activities of Customer Advocacy and Quality teams. • Following documented procedures, produce and document medically accurate assessments to include elements such as coding, causality, seriousness, and case narratives. • Provide input on responses to adverse events, complaints and mass communications, review internal and customer safety training materials, input into design and interpretation of global post-market safety studies, and evaluate the medical impact of manufacturing issues. • Review and provide input on any complaints regarding serious adverse events. • Contact medical professionals for additional information as required. • Execute medical triage for appropriate causality on investigational assessment documents supporting regulatory reporting. • Triage and appropriately escalate complaints that require elevated review. • Contribute to safety trend analyses and any related periodic review meetings. • When indicated, review technical support calls and communicate potential issues with technical support management. • Performs other duties related to the position as necessary as defined in company’s SOPs or requested by his/her supervisor.

Role Description A growing, national facial aesthetics practice is seeking an experienced Client Experience Advocate to serve as the first point of contact for prospective patients. This is a remote, consultative sales role focused on relationship-building, guidance, and follow-through. The Advocate represents our physicians during early conversations, helping individuals feel informed, confident, and ready to schedule a no-obligation consultation. While this role is non-clinical and does not involve discussing medical details or procedures, it plays a key role in motivating and guiding individuals toward the next step. This is not a scripted call-center position. Successful Advocates are confident, emotionally intelligent communicators who can build trust quickly and guide conversations toward clear outcomes. Professionals from teaching, coaching, advising, and other consultative backgrounds have performed especially well in this role. Core Responsibilities - Engage with prospective patients by phone as the initial point of contact - Build trust-based relationships through thoughtful, one-on-one conversations - Use open-ended questions and active listening to understand goals, concerns, and readiness - Educate individuals on the consultation process and next steps (non-clinical only) - Inspire confidence and excitement around scheduling a consultation, without pressure - Manage inbound, form-based leads and conduct outbound follow-up (no cold calling) - Maintain accurate documentation and follow-up in the CRM system - Demonstrate resilience and consistency across varied conversation outcomes Ideal Personality & Skills - Confident, emotionally intelligent communicator - Consultative, relationship-driven, and outcome-aware - Comfortable guiding conversations toward next steps - Patient, empathetic, and respectful when discussing personal topics - Resilient and adaptable when outcomes are not immediate - Organized, reliable, and self-motivated in a remote environment Background & Experience - Proven success in consultative or relationship-based sales, advisory, or client-facing roles - Teaching, coaching, counseling, or mentoring backgrounds have translated particularly well into success in this position - Comfortable conducting meaningful conversations by phone rather than using scripts - Experience with CRM or client management tools preferred - Healthcare or aesthetics experience is not required but helpful; training will be provided Compensation & Benefits - Competitive hourly base pay - Performance-based incentives tied to completed consultations - Fully remote position - Ongoing training and development - Supportive, physician-led organization Equal Opportunity Statement We are an equal opportunity employer and value diverse backgrounds, experiences, and perspectives. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Position Summary: The Customer Advocate serves as the initial point of contact for plan participants, assisting them with inquiries related to their benefits, such as Flexible Spending Accounts, Health Savings Accounts, and COBRA. This role requires excellent communication, problem-solving abilities, and a dedication to providing top-tier customer service. Customer Advocates are expected to work effectively in a high-call-volume environment, proactively resolving participant needs, and guiding users through available resources and tools for self-service. Hours of Operation: - Monday – Friday: 7:00 am – 4:00 pm CST (Your working hours must fall within these hours) Principal Duties & Responsibilities: - Customer Support: - Serve as the first point of contact for participants on inquiries, providing timely and accurate information. (Intermediate) - Educate participants on benefits processes, assisting with plan details and HSA investment options to enable self-sufficiency. (Intermediate) - Resolve inquiries and issues, striving for first call resolution, including complaint resolution and escalations. (Advanced) - Proactive Issue Management: - Identify and execute necessary actions for issue resolution, setting clear and achievable expectations with participants. (Intermediate) - Document all activities for quality and metrics tracking using the Customer Relationship Management (CRM) system. (Intermediate) - Compliance & Professionalism: - Maintain professionalism and empathy in interactions, especially during difficult situations, upholding HIPAA and privacy regulations. (Advanced) - Display consistent adherence to quality standards and service excellence in alignment with organizational values. (Advanced)