Customer Account Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

The Davis Companies · 6 hours ago

Customer Account Specialist

positionAlpharetta, GA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$19/hr - $21/hr

The Davis Companies is focused on providing excellent customer service and financial solutions. The Customer Accounts Specialist is responsible for managing inbound and outbound calls with customers who have past-due accounts, engaging in solution-oriented conversations to help customers understand their financial situation and find suitable repayment options.

Property ManagementReal Estate
check
Growth Opportunities

Responsibilities

Handle a high volume of inbound and outbound calls to customers with overdue balances
Conduct conversations in a professional, empathetic, and solution‑driven manner
Understand each customer’s situation and help identify appropriate repayment options, payment plans, or alternative solutions
Educate customers on their account status, financial responsibilities, and available resources
Balance customer advocacy with company financial objectives to reach mutually beneficial outcomes
Accurately document all customer interactions, agreements, and follow‑up actions in the CRM system
Track customer commitments and monitor adherence to repayment arrangements
Maintain up-to-date knowledge of account policies, escalation procedures, and financial products

Qualification

Customer service experienceCRM documentationConsultative collectionsFinancial services knowledgeCommunication skillsProblem-solving skillsTime managementEmotional intelligence

Required

Strong communication skills—professional, clear, empathetic, and confident
Ability to manage a high volume of calls while maintaining accuracy and composure
Experience in customer service, call center operations, collections, or financial services
Ability to navigate multiple systems and maintain detailed documentation in a CRM
Strong problem‑solving skills with a customer‑first mindset

Preferred

Bachelor's degree in Business, Finance, Communications, or related field (preferred, not required)
Prior experience in consultative collections or financial wellness counseling
Familiarity with consumer lending, credit products, or payment arrangements

Company

The Davis Companies

twittertwittertwitter
company-logo
The DAVIS Companies is a preferred source for Staffing Solutions and Talent Advisory Services, specializing in contract, contract-to-hire and direct hire staffing for Engineering, Skilled Manufacturing, IT and Software personnel.
dateFounded in 1985
location
Boston, Massachusetts, USA
people-size51-200 employees
web-link
http://www.daviscos.com

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Mark Agostinelli
President
linkedin

Recent News

BostonGlobe.com
State gives green light to develop giant battery farm in Everett over mayor’s objections
2024-12-17
EIN Presswire
The DAVIS Companies Promotes Mark Agostinelli
2024-12-04
Private Equity Real Estate | PERE
Texas TRS commits $200 million
2024-04-07
Company data provided by crunchbase