Account Specialist II, Collections
Forward FinancingSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should have a minimum of 1-2 years of financial industry/banking experience, exceptional ability to manage individual time and tasks to meet or exceed productively goals, demonstrated ability to communicate effectively and confidently on all levels, and proven ability to work independently and take initiative. High school graduate or equivalent (GED); recent college graduates are encouraged to apply and proficiency in MS Office applications. Familiarity with Customer Relationship Management (CRM) systems is a plus.
Responsibilities
The Business Operations Account Servicing Associate will act as a key liaison across the three operational units (Enrollment, Client Service, and Settlements) to ensure business and compliance standards are working properly and being followed, processing daily transactions per the customer request submitted via the Client Service Department, analyzing daily reports regarding exception management, creditor correspondence, and customer account changes, maintaining integrity of customer account information within CRM (Salesforce), managing communication structure and timing for key program milestones and all payment-transaction related events, processing customer account updates within CRM system, performing accuracy checks on established business processes, and other duties and special projects as required.
Skills
Process Improvement
Automation
Standardization
Operational Performance Analysis
Customer Service
Cross-Unit Communication
Beyond Finance
Debt relief solutions for unsecured debt
About Beyond Finance
Beyond Finance provides debt relief solutions for individuals struggling with unsecured debt, such as credit card debt and personal loans. The process starts with a free online assessment to determine if a client's debt qualifies for their services, followed by the development of a personalized plan using proprietary technology. Experienced consultants negotiate with creditors to settle debts for lower amounts, and the company offers consolidation loan options through a network of lenders. Beyond Finance differentiates itself by charging fees only after clients see results, ensuring a strong focus on customer service and communication.
Houston, TexasHeadquarters
2016Year Founded
$805MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees