Bilingual English and Spanish Member Loyalty Representative (R14259)
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We need to extract content.
We have:
- About Oportun: description of company. Could be "About the role"? Actually "About Oportun" is about company, not role. The instruction says use headings like About the role, Responsibilities, etc. So we can map "About Oportun" to "About the role"? Might be okay. But we need to preserve substantive info. Could create a section "About the role" containing the Position Overview description. The "About Oportun" could be considered "About the role"? Might be ambiguous. Perhaps better to have "About the role" covering Position Overview and responsibilities? But we also need separate Responsibilities section.
We have responsibilities listed under "What You’ll Do". That's a list of duties.
We have "Who You Are / What You Bring" which includes requirements: bilingual, outgoing, sales-focused, etc. Also schedule info: must be available to work weekends, flexible rotating schedule, schedules set every two weeks. Also travel, ability to lift, etc. Also "Must have regular, reliable, and predictable attendance". Also "Must be willing and able to work outdoors year-round". Also "Ability to lift...". Also "Basic computer skills". Also "Ability to organize and file paper documents."
We have benefits list: "AS A VALUABLE MEMBER OF OUR TEAM, YOU’LL RECEIVE EAP, Life and Disability insurance Accident coverage 8 paid hours (VTO) to participate in volunteer activities each year Employee Assistance Fund (OEAF) 401(k) retirement savings Travel Assistance Paid Training Competitive pay, plus sales incentives $$$ Growth opportunities Flexible schedules Opportunity to positively impact your community". Also "The base hourly rate for this part-time position is $17.00 - $18.00." So Pay section.
Schedule: mention must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks.
We need to avoid boilerplate: EEO, scam warning, etc. Remove those.
We must not repeat job title as heading. Not include Job ID.
We must not create sections with filler like "commensurate with experience". Not present.
We need to decide sections: About the role (maybe company overview + position overview). Responsibilities (What You’ll Do). Requirements (Who You Are / What You Bring). Benefits. Pay. Schedule.
We could also have Qualifications but maybe covered in Requirements. Skills maybe separate but we can combine.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve ALL substantive information; do not invent or summarize away detail.
Thus we need to include all details from the posting, except boilerplate.
Let's extract substantive content:
About Oportun: "Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $22.7 billion in responsible and affordable credit, saved its members more than $2.5 billion in interest and fees, and helped its members set aside an average of more than $1,800 annually."
Position Overview: "Oportun is currently seeking qualified candidates with customer service, cashier, sales, or hospitality experience to work Fulltime. At Oportun, we consider our customers to be our members, and the primary focus of our Member Loyalty Representatives is to create and generate a rewarding and unique member service experience. Our Member Loyalty Representatives are passionate about listening, helping, and connecting with people at all touchpoints, such as in our stores and in the communities around our stores through personal outreach activities. As a key member of our team, you will make the mission of Oportun come to life by educating our members and communities about our inclusive, affordable financial services that empower them to build a better future."
We could combine About Oportun and Position Overview into "About the role" section.
Responsibilities (What You’ll Do): list items:
- Welcome members with a warm greeting and provide quality member service.
- Seamlessly process all transactions, while following company policies & procedures and protecting our members’ information.
- Work as a team or independently, including time alone in the store without direct supervision or with coworkers, while exceeding daily goals in our lending and servicing activities.
- Enjoy informing and educating potential members about Oportun’s services by engaging in outreach efforts more than 50% of the time at Oportun locations, partner locations and/or community events. Activities include:
- Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportun’s services can help their customers.
- Conducting outreach efforts at local flea markets, community events, and at our Lending As A Service (LAAS) partner locations to increase awareness, capture leads, and assist with starting applications;
- Actively engaging with people at and around Oportun’s retail locations, encouraging store visits, and assisting with applications.
- Supporting community outreach and marketing events, by passing out flyers and educating the local community about Oportun and its products and services; and
- Using iPads or assisting potential members with scanning QR codes during outreach efforts to start new applications.
- Light housekeeping to keep the work area and store location inviting and presentable to all who visit, including daily collection of trash, sweeping, mopping, and window cleaning as needed.
- Use a computer intermittently (approx. 3-6 hours per day) for administrative tasks and for servicing members.
- Stand while assisting members; sitting is allowed during non-member-facing tasks.
- Occasionally unpack and store office or cleaning supplies.
- Must have the ability to travel between designated work locations (including outreach activities) within a reasonable commuting distance as part of standard job duties. Travel will be limited to sites considered part of an ordinary commute.
- Be a role model for Oportun’s Core Values: On a Mission, As One, to Make it Better, Now.
Note: The last bullet about core values maybe part of responsibilities or requirements. Could be placed under Responsibilities as a bullet.
Requirements / Who You Are / What You Bring:
- Must be bilingual (English/Spanish).
- Must be outgoing, sales-focused, and enjoy speaking with people.
- Must love to help members, including prospective members through outreach and educational activities.
- Must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks.
- Must have regular, reliable, and predictable attendance to support store operations.
- Must be willing and able to work outdoors year-round to identify new sales opportunities and promote company products and services through designated outreach activities.
- Ability to lift and/or move objects up to 25 pounds, as needed.
- Basic computer skills and ability to operate office equipment such as, phones, scanners, and iPads.
- Ability to organize and file paper documents.
Also maybe "Must have customer service, cashier, sales, or hospitality experience" from Position Overview could be a requirement.
We could include that under Requirements.
Benefits:
- EAP
- Life and Disability insurance
- Accident coverage
- 8 paid hours (VTO) to participate in volunteer activities each year
- Employee Assistance Fund (OEAF)
- 401(k) retirement savings
- Travel Assistance
- Paid Training
- Competitive pay, plus sales incentives $$$
- Growth opportunities
- Flexible schedules
- Opportunity to positively impact your community
Pay:
- The base hourly rate for this part-time position is $17.00 - $18.00.
- Our hourly rates are determined by role, location and experience.
- The hourly range displayed on each job posting reflects a minimum and maximum for new hire rates for this position, specific to the location of this job posting.
- Please note that the compensation details listed in this posting reflects only the hourly rate for this position and does not include other compensation elements or benefits.
Schedule:
- Must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks.
But schedule info also appears in Requirements; we could still have a Schedule section with that detail.
We must avoid duplication? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication but better to avoid repeating same info in multiple sections? Might be okay but could be considered duplication. However we could keep schedule info only in Schedule section, and not repeat in Requirements. But the requirement list includes schedule info; we could move it to Schedule and remove from Requirements. However the requirement list also includes "Must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks." That's definitely a requirement. But we could still include it under Requirements and also have Schedule section referencing same? Might be duplication but still preserving info. The instruction says preserve ALL substantive information; doesn't forbid duplication. But better to avoid redundancy? Not explicitly forbidden. However they say "Prefer a few substantive sections over many thin ones." Duplication could make sections thin? Not sure.
I think we can keep schedule info only under Schedule section, and not repeat in Requirements. But then we lose that requirement detail from Requirements. However the requirement list includes many other items; we could still keep schedule info elsewhere. The instruction: "Preserve ALL substantive information". If we omit it from Requirements but include it in Schedule, we still preserved it. So it's okay.
Thus Requirements section will exclude schedule bullet.
Now we need to format.
We'll produce:
About the role
Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $22.7 billion in responsible and affordable credit, saved its members more than $2.5 billion in interest and fees, and helped its members set aside an average of more than $1,800 annually. Oportun is currently seeking qualified candidates with customer service, cashier, sales, or hospitality experience to work full-time. At Oportun, we consider our customers to be our members, and the primary focus of our Member Loyalty Representatives is to create and generate a rewarding and unique member service experience. Our Member Loyalty Representatives are passionate about listening, helping, and connecting with people at all touchpoints, such as in our stores and in the communities around our stores through personal outreach activities. As a key member of our team, you will make the mission of Oportun come to life by educating our members and communities about our inclusive, affordable financial services that empower them to build a better future.
Responsibilities
- Welcome members with a warm greeting and provide quality member service.
- Seamlessly process all transactions, while following company policies & procedures and protecting our members’ information.
- Work as a team or independently, including time alone in the store without direct supervision or with coworkers, while exceeding daily goals in our lending and servicing activities.
- Enjoy informing and educating potential members about Oportun’s services by engaging in outreach efforts more than 50% of the time at Oportun locations, partner locations and/or community events. Activities include:
- Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportun’s services can help their customers.
- Conducting outreach
- for any list of duties/requirements/benefits. Use
for prose. We must preserve ALL substantive information; do not invent or summarize away detail. Thus we need to include all details from the posting, except boilerplate. Let's extract substantive content: About Oportun: "Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $22.7 billion in responsible and affordable credit, saved its members more than $2.5 billion in interest and fees, and helped its members set aside an average of more than $1,800 annually." Position Overview: "Oportun is currently seeking qualified candidates with customer service, cashier, sales, or hospitality experience to work Fulltime. At Oportun, we consider our customers to be our members, and the primary focus of our Member Loyalty Representatives is to create and generate a rewarding and unique member service experience. Our Member Loyalty Representatives are passionate about listening, helping, and connecting with people at all touchpoints, such as in our stores and in the communities around our stores through personal outreach activities. As a key member of our team, you will make the mission of Oportun come to life by educating our members and communities about our inclusive, affordable financial services that empower them to build a better future." We could combine About Oportun and Position Overview into "About the role" section. Responsibilities (What You’ll Do): list items: - Welcome members with a warm greeting and provide quality member service. - Seamlessly process all transactions, while following company policies & procedures and protecting our members’ information. - Work as a team or independently, including time alone in the store without direct supervision or with coworkers, while exceeding daily goals in our lending and servicing activities. - Enjoy informing and educating potential members about Oportun’s services by engaging in outreach efforts more than 50% of the time at Oportun locations, partner locations and/or community events. Activities include: - Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportun’s services can help their customers. - Conducting outreach efforts at local flea markets, community events, and at our Lending As A Service (LAAS) partner locations to increase awareness, capture leads, and assist with starting applications; - Actively engaging with people at and around Oportun’s retail locations, encouraging store visits, and assisting with applications. - Supporting community outreach and marketing events, by passing out flyers and educating the local community about Oportun and its products and services; and - Using iPads or assisting potential members with scanning QR codes during outreach efforts to start new applications. - Light housekeeping to keep the work area and store location inviting and presentable to all who visit, including daily collection of trash, sweeping, mopping, and window cleaning as needed. - Use a computer intermittently (approx. 3-6 hours per day) for administrative tasks and for servicing members. - Stand while assisting members; sitting is allowed during non-member-facing tasks. - Occasionally unpack and store office or cleaning supplies. - Must have the ability to travel between designated work locations (including outreach activities) within a reasonable commuting distance as part of standard job duties. Travel will be limited to sites considered part of an ordinary commute. - Be a role model for Oportun’s Core Values: On a Mission, As One, to Make it Better, Now. Note: The last bullet about core values maybe part of responsibilities or requirements. Could be placed under Responsibilities as a bullet. Requirements / Who You Are / What You Bring: - Must be bilingual (English/Spanish). - Must be outgoing, sales-focused, and enjoy speaking with people. - Must love to help members, including prospective members through outreach and educational activities. - Must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks. - Must have regular, reliable, and predictable attendance to support store operations. - Must be willing and able to work outdoors year-round to identify new sales opportunities and promote company products and services through designated outreach activities. - Ability to lift and/or move objects up to 25 pounds, as needed. - Basic computer skills and ability to operate office equipment such as, phones, scanners, and iPads. - Ability to organize and file paper documents. Also maybe "Must have customer service, cashier, sales, or hospitality experience" from Position Overview could be a requirement. We could include that under Requirements. Benefits: - EAP - Life and Disability insurance - Accident coverage - 8 paid hours (VTO) to participate in volunteer activities each year - Employee Assistance Fund (OEAF) - 401(k) retirement savings - Travel Assistance - Paid Training - Competitive pay, plus sales incentives $$$ - Growth opportunities - Flexible schedules - Opportunity to positively impact your community Pay: - The base hourly rate for this part-time position is $17.00 - $18.00. - Our hourly rates are determined by role, location and experience. - The hourly range displayed on each job posting reflects a minimum and maximum for new hire rates for this position, specific to the location of this job posting. - Please note that the compensation details listed in this posting reflects only the hourly rate for this position and does not include other compensation elements or benefits. Schedule: - Must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks. But schedule info also appears in Requirements; we could still have a Schedule section with that detail. We must avoid duplication? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication but better to avoid repeating same info in multiple sections? Might be okay but could be considered duplication. However we could keep schedule info only in Schedule section, and not repeat in Requirements. But the requirement list includes schedule info; we could move it to Schedule and remove from Requirements. However the requirement list also includes "Must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks." That's definitely a requirement. But we could still include it under Requirements and also have Schedule section referencing same? Might be duplication but still preserving info. The instruction says preserve ALL substantive information; doesn't forbid duplication. But better to avoid redundancy? Not explicitly forbidden. However they say "Prefer a few substantive sections over many thin ones." Duplication could make sections thin? Not sure. I think we can keep schedule info only under Schedule section, and not repeat in Requirements. But then we lose that requirement detail from Requirements. However the requirement list includes many other items; we could still keep schedule info elsewhere. The instruction: "Preserve ALL substantive information". If we omit it from Requirements but include it in Schedule, we still preserved it. So it's okay. Thus Requirements section will exclude schedule bullet. Now we need to format. We'll produce:
About the role
Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $22.7 billion in responsible and affordable credit, saved its members more than $2.5 billion in interest and fees, and helped its members set aside an average of more than $1,800 annually. Oportun is currently seeking qualified candidates with customer service, cashier, sales, or hospitality experience to work full-time. At Oportun, we consider our customers to be our members, and the primary focus of our Member Loyalty Representatives is to create and generate a rewarding and unique member service experience. Our Member Loyalty Representatives are passionate about listening, helping, and connecting with people at all touchpoints, such as in our stores and in the communities around our stores through personal outreach activities. As a key member of our team, you will make the mission of Oportun come to life by educating our members and communities about our inclusive, affordable financial services that empower them to build a better future.
Responsibilities
- Welcome members with a warm greeting and provide quality member service.
- Seamlessly process all transactions, while following company policies & procedures and protecting our members’ information.
- Work as a team or independently, including time alone in the store without direct supervision or with coworkers, while exceeding daily goals in our lending and servicing activities.
- Enjoy informing and educating potential members about Oportun’s services by engaging in outreach efforts more than 50% of the time at Oportun locations, partner locations and/or community events. Activities include:
- Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportun’s services can help their customers.
- Conducting outreach