Working from an assigned lead queue, the Outbound Specialist places timely calls at key points in the client lifecycle, guides clients through account setup and digital enrollment, and resolves or escalates issues that create friction. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.