- Update drafts per clients' requests.
- Research client files to identify transactional issues with payments and performance fees.
- Process requests from third parties related to clearing, pending, canceling, and modifying creditor settlement payments.
- Contact creditors if the account was sold to another collection agency and attempt to reestablish the previous agreement.
- Process scheduled payments of negotiated settlements as well as audit for accuracy.
- Send refund or referral of fees requests to the accounting department.
- Other duties as required to support department operations.
- High School Degree (required)
- 1-2 years' experience in a financial industry (collections, payment processing, mortgages, claims reconciliation) (preferred)
- Must be detailed
- Have good problem-solving
- Must demonstrate strong communication skills to work effectively with
- Proficiency in Microsoft Office, SharePoint, Windows OS, and CRMs
- Bilingual (Spanish) is a plus.
- Opportunity to join a growing company with proven leadership and participate in a fast-growing industry poised to thrive in the years to come
- Convenient location in newly renovated building in Richardson Telecom Corridor
- Modern office/desk equipment and facilities
- Free on-site fitness facility with gym and showers
- Lots of fun while you work hard
- Business casual work environment
- Monthly awards and recognition
- Corporate contests
- Ping pong table and foosball table to chill during breaks
- 401K
- Health insurance
- Dental insurance
- Vision insurance
- Short- & long-term disability insurance
- Life insurance
- Paid Time Off
- Paid holidays
- Employee referral program
- Free on-site gym
- Ergonomical desk
Financial Services Specialist - Richardson, United States - DebtBlue
Description
We are looking for a Financial Services Specialist who will be responsible for analyzing and resolving all draft, audit, and transaction challenges needed in the best interest of the client and business. This agent may also assist in account underwriting, verification, and approvals when needed. This individual will perform continual data entry processes in a high-volume, fast-paced environment and must be detail-oriented and demonstrate accuracy. The Financial Services Specialist II will report to the Financial Services Manager.
DebtBlue, LLC (DB) is a fast-growing debt settlement organization committed to helping individuals and families get back on their feet financially. We help restore peace to people filled with fear, families without hope, and folks who doubt they'll ever have a positive financial future. We are committed to serving with integrity, excellence, compassion, and a smile. If you share these same philosophies, become a DebtBluer today
What you'll do:
The culture of this company is amazing. The people here are very friendly and always willing to help. They are also open to new ideas for improving processes. As a member of the team, you will have plenty of opportunities for growth and flexible schedules. We encourage our employees to speak up and share their ideas, opinions, and feedback.
Ready to join our team?
If this job seems like a good fit for you, we would be happy to discuss it with you Please take a few minutes to complete our brief online application. We will get in touch with you afterwards to provide more information regarding the position and the subsequent steps.
Learn more about DebtBlue, our services and what we have to offer by reviewing the following links:
Company's Website:
Informational Videos:
Facebook:
LinkedIn:
Testimonials and Trustpilot Reviews:
***Nationally recognized TV ads as seen on Fox News, MSNBC, and other major networks***
AAP/EEO Statement
DebtBlue, LLC is an equal opportunity employer. DebtBlue considers applicants for all positions without discrimination on the basis of race, color, religion, sex, national origin, genetic information (GINA), age, disability, marital status or veteran status, or any other legally protected status. No question on this application is used for the purpose of limiting or excluding any applicant's consideration for employment on any basis prohibited by local, state, or federal law.