Yrefy, LLC · 3 hours ago
Account Manager/Client Relationship Specialist
Phoenix, AZ
Full-time
Onsite
Mid Level
$21.50/hr - $23/hr
3+ years expYrefy, LLC is a private student loan refinance company specializing in assisting borrowers with their student loans. The Account Manager/Client Relationship Specialist will build relationships with borrowers and co-borrowers, analyze feedback, and implement retention strategies to ensure a smooth refinance process.
Consumer LendingFinanceFinancial ServicesLending
Responsibilities
Builds positive relationships with borrowers, co-borrowers, and business associates via phone, email, and text
Uses templates to prepare email and text communication to support the Client Retention Specialist in providing status updates to borrowers and co-borrowers regarding the refinance process to retain business
Assists in communicating to borrowers and co-borrowers regarding account status and setting expectations regarding timelines
Requests documents from borrowers and co-borrowers as needed
Prepares and sends forms needed for borrowers and co-borrowers to complete
Assists with NSF recoveries
Communicates with sales, processing, loan acquisitions team, and underwriting
Suggests improvements in communication processes and templates
Documents all information accurately in the CRM
Performs other related duties as assigned
Qualification
Required
Excellent written and verbal communication skills
Experience preparing written communication using templates
Excellent organizational skills and attention to detail
Ability to solve problems while showing empathy and patience
Proficient in Microsoft Office Suite
Knowledge of CRM software
High school diploma/GED
Previous experience in account management, servicing, and light NSF collections is welcomed and translates well to this role
Preferred
Three (3) to five (5) years of sales or marketing experience preferred
Benefits
100% Employer Paid Medical for Employee AND Whole Family (includes the Mayo Clinic)
401k/Roth Plan 4% Match with Immediate Vesting
Dental Insurance
Vision Insurance
Company Paid Life Insurance, plus optional voluntary coverage
Company Paid Short-and-Long-Term Disability Insurance
Employee Assistance Program
Fully Paid LifeTime Gym Membership (if >8 visit days/month)
Student Loan Repayment Assistance
Job-related Tuition Reimbursement
Catered Friday Lunches
Stocked Snack Kitchens
Fun in-Office Work Environment
Advancement Opportunities in a Fast-Growing Company
And More!
Company
Yrefy, LLC
Yrefy, LLC is a national specialty consumer finance lender, focusing explicitly on distressed private student loans.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$7.04MKey Investors
KG Investments
2021-04-30Debt Financing· $7.04M
2020-01-01Series Unknown
Leadership Team
Don Fenstermaker
Managing Partner
Laine Schoneberger
Managing Partner & Chief Investment Officer
Recent News
2025-07-23
2025-01-16
Company data provided by crunchbase