Key skills
CRMCommunicationAccount Management
About this role
Role Overview
- Provide top-tier support via phone to clients on our Debt Management Program
- Support client accounts and ensure seamless account management
- Manage proposals, payments, deposits, and creditor communications
- Proactively review client accounts to identify and resolve issues
- Maintain accurate records and ensure compliance with state regulations
- Encourage and motivate clients throughout their financial journey
Requirements
- Bilingual (English/Spanish) preferred, but not required
- 2–3 years of customer service experience (call center preferred)
- A strong sense of professionalism when supporting clients
- Strong communication skills—empathetic, professional, and clear
- Tech-savvy with experience in Windows-based systems and CRM tools
- Comfort with numbers and basic financial calculations
Benefits
- Competitive compensation and benefits
- Growth and development opportunities
- Supportive, inclusive, and collaborative work environment