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- Serve as the main point of contact and liaison between clients, negotiators, creditors, and attorneys
- Welcome new clients to the program and provide a comprehensive overview of the process and expectations
- Update files occasionally with client correspondence and update corresponding department as needed
- Utilize LeadTrac to complete various tasks, including but not limited to: conducting weekly follow-up calls with clients and updating banking and payment information
- Maintain detailed notes and file integrity, all calls are recorded
- Build and maintain strong rapport with clients, ensuring their needs are met and concerns are addressed promptly
- Serve as the first point of contact for clients seeking debt restructuring services, ensuring a positive and empathetic interaction.
- Communicate effectively with clients to understand their specific financial situations, gathering necessary information to initiate the debt restructuring process.
- Collaborate with the legal team to accurately assess each client's financial standing and formulate tailored debt negotiation strategies.
- Guide clients through required documentation and information submission, maintaining accurate records and updating client profiles as needed.
- Keep clients informed about the progress of their debt restructuring, answering inquiries, and addressing concerns promptly and professionally.
- Coordinate closely with internal departments to ensure seamless communication and execution of debt negotiation strategies.
- Provide ongoing support to clients, assisting them in understanding the legal and financial aspects of the debt restructuring process.
- Act as a liaison between clients and the legal team
- High school diploma or equivalent; college degree preferred
- Previous experience in customer service or client-facing roles
- Excellent communication skills, both verbal and written
Customer Service Rep - Spring Lake, United States - B & A Financial Solutions
B & A Financial Solutions
Spring Lake, United States
1 week ago
Description
Job DescriptionJob Description
Company Overview:
B & A Financial Solutions is a leading financial services firm dedicated to assisting small businesses in overcoming financial challenges through strategic debt restructuring.
Job Summary:
As an account manager, you will play a pivotal role in providing exceptional support to our clients throughout their debt restructuring journey.
Responsibilities:
Requirements :