CreditAssociates · 3 months ago
Settlement Advisor
Plano, Texas
Full-time
Onsite
Entry Level
1+ years expCreditAssociates, a leading direct-to-consumer financial services company based in Plano, TX, seeks a people-oriented Settlement Advisor to join its team. The Settlement Advisor is responsible for presenting settlement terms to clients, reviewing accounts, and acting as the primary liaison between the company, the creditor, and the client.
AdviceDebt CollectionsFinancial Services
Responsibilities
Provide exceptional customer service
Effectively handles inbound and outbound calls
Identifies and conveys acceptable settlement terms and percentages consistent with company standards
Exhibit excellent knowledge of client base and maintain client relationships
Calculates and add funds necessary to finalize the settlements
Obtains client authorization to accept settlements when needed
Manages follow-ups on client inquiries not able to be immediately resolved
Motivate and retain client to complete program
Qualification
Required
High School Diploma or higher education
Can work 100% in-office (Monday-Friday) at our Plano location
1-year + experience in debt settlement experience or financial services experience
Ability to multi-task and handle numerous assignments simultaneously
Competitive and highly self-motivated with a strong sense of urgency
Strong computer skills: Word, Excel, Outlook
Preferred
Bilingual (Spanish/English) a plus
Benefits
Excellent benefits, including Medical, Dental, Vision and company paid Life Insurance
Generous 401k plan with aggressive company match
Convenient location near Legacy West
Relaxed yet fast-paced work environment including business-casual dress code
Company
CreditAssociates
At CreditAssociates® we have a passion for helping people break the cycle of endless debt, and with over 15 years of experience in the industry, we’re pretty good at it! We’ve helped thousands of clients get out of debt for less than what they owe, in little as 12-36 months.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase