Account Servicing Associate, Beyond Finance
Debt resolution programs
Job no longer available
Debt resolution programs
501-1000 employees
Job no longer available
501-1000 employees
Company mission
To help people escape crippling debt and achieve financial freedom.
Role
Who you are
- Exceptional ability manage individual time and tasks in order to meet or exceed productively goals
- A candidate with a minimum of 1-2 years of financial industry / banking experience
- Demonstrated ability to communicate effectively and confidently on all levels
- Proven ability to work independently and take initiative to ensure tasks are completed
- Work collaboratively within a team atmosphere
- Customer service skills when interacting with co-workers, vendors or visitors
- High school graduate or equivalent (GED) ; Recent College Graduates are encouraged to apply
- Proficiency in MS Office applications
- Familiarity with Customer Relationship Management (CRM) systems (not required, but nice to have)
What the job involves
- The Business Operations Account Servicing Associate is responsible for a variety of business processing functions striving to optimize the customer experience, and ensuring that compliance and business objectives are being met
- Throughout the post-enrollment customer life-cycle, the Specialist will provide key support in driving process improvements, automation and standardization throughout the organization
- This role will also monitor and analyze operational performance against established goals and objectives to provide better visibility to senior management
- The successful candidate will be a well-organized, analytical, results-driven individual with experience reviewing & improving current processes, establishing new processes and is able to communicate across business units
- Act as key liaison across the three operational units (Enrollment, Client Service, and Settlements) to ensure business and compliance standards are working properly and being followed
- Will be responsible in processing daily transactions per the customer request submitted via the Client Service Department
- Analyze daily reports regarding exception management, creditor correspondence, and customer account changes
- Maintain integrity of customer account information within CRM (Salesforce)
- Manage communication structure and timing for key program milestones and all payment-transaction related events
- Process customer account updates within CRM system
- Perform accuracy checks on established business processes
- Other duties and special projects, as required
Our take
In a financial landscape where consumer debt has reached record highs, Beyond Finance specializes in debt resolution services tailored to individual needs. Recognizing the complexities of personal debt, the company focuses on creating debt reduction schemes that guide consumers through the intricacies of debt consolidation and resolution, offering a strategic approach to alleviate the burden of indebtedness.
The company's debt reduction programs come equipped with financial education and tools, delivered via an individualized scheme. Importantly, this is all accessible via a mobile app, meaning Beyond's programs stand out for being incredibly easy to manage and use.
This commitment to providing simple, tailored debt resolution services underscores Beyond's dedication to helping individuals regain financial control. In its pursuit of sustained growth, the company has secured a substantial injection of capital that is poised to propel its consistent operations and fuel future growth.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Company benefits
- Generous PTO
- Competitive Health Care Plans
- 401(k) Matching
- Paid Referral Program
- Paid Parental Leave
- LifeMart Discount Program
- At-home Equipment Provisions
Company values
- Clients First: We walk with our clients every step of the way through their finanical journey, showing compassion and empathy until we help them live the debt-free life they deserve
- Best Answer Wins: We encourage differences of opinion and perspective through direct communication, collaboration and empowering people across all roles and levels. Our innovative ideas and broad range of expertise help us reach the best solution for those we serve
- Data-driven Approach: Fueled by technology and data, we are inspired to explore new ways to solve old problems. We use metrics and innovation to maximize customer satisfaction and retention
- Operate as an Owner: We are motivated to execute, deliver results and roll up our sleeves to work together for the success of our clients, our company and each other
- Elevate Others: By working together, we lift up our clients and employees to strive for excellence, reach their milestones, and accomplish their objectives
Company HQ
Chicago Loop, Chicago, IL
Articles
Leadership
Lou Antonelli
(COO, not founder)Has worked at Beyond Finance since 2019, initially as an Executive VP before becoming the Chief Operating Officer in 2020. Before joining Beyond, they were the VP and CRO at National Debt Relief and the Director of Business Relationships at Costco.
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