Achieve is a leading digital personal finance company focused on helping individuals improve their financial situations. The Settlement Preparation Specialist will support multiple business units by reviewing creditor information and collaborating to expedite members' financial freedom through effective settlement preparation processes.
Responsibilities
- Review creditor correspondence and documents including collection letters, statements and credit reports
- Research accounts and contact creditors to find who is servicing the account
- Multitasking various work streams daily which requires organization
- Achieving individual and team metrics associated with task completion and accuracy
- Handle Inbound and Outbound calls with creditors to update account statuses
- Process bulk Authorization to Communicate and Power of Attorney document requests for creditors
- Manage creditor email inquiries and accurately disposition accounts
- Conduct special research/creditor projects assigned as necessary
Skills
- Due to potential return-to-office plans, this role is only available to employees in the greater Phoenix/Tempe area
- Minimum of 1 year experience in customer service or administrative office setting
- Experience with processing documents or experience in the financial industry preferred
- Excellent communication skills (both verbal & written)
- Ability to successfully multitask
- Proven ability to meet deadlines and achieve goals
- Attention to detail
- Proficient skills with Excel, Google Sheets, and Salesforce
- Experience with processing documents or experience in the financial industry preferred
Benefits
- Hybrid and remote work opportunities
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off, as well as dedicated volunteer days
- Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back to you on eligible education expenses
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
Company Overview
Achieve provides digital personal finance tools to help clients with their financial well-being. It was founded in 2002, and is headquartered in Tempe, Arizona, USA, with a workforce of 1001-5000 employees. Its website is https://www.achieve.com/.