As an Account Coordinator, I handle inbound calls, chats, and emails to educate customers on Point’s product (HEI) and guide them through the application process. I provide updates on their application status and endorse pre-qualified leads, existing applications, and clients to the appropriate teams or departments for further assistance.

I help customers understand their account details, payment options, and any available assistance programs to keep them on track with payments and avoid collections. I explain their billing cycles and possible late fees, and I carefully document all interactions, agreements, and payment plans to keep everything organized and clear.