Settlement Advisor

Settlement Services Plano, Texas


Description

Winner of the 2024 DFW Top 100 Places to Work Award

 

CreditAssociates, 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 (SA) has the critical role of presenting settlement terms to clients, reviewing accounts to determine the availability of funds, gaining acceptance when applicable, and validating funds to complete Settlement Offers. Settlement Advisors are the primary liaison between the company, the creditor, and the client. This exciting and rewarding role is responsible for educating clients on their settlement status, structuring settlement terms, and determining the best settlement offer ensuring success for both the client and the company.

 

*Please check out our informative and interactive career platform here:

 https://jobs.jobvite.com/creditassociates

 

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

 

Characteristics:

  • Proven organizational skills, attention to detail and a strong ability to prioritize and meet deadlines in a fast-paced environment
  • Flexibility and ability to meet changing business needs
  • Ability to work in a team environment
  • Ability to multi-task and handle numerous assignments simultaneously.
  • Competitive and highly self-motivated with a strong sense of urgency

 

Requirements:

  • 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
  • Bilingual (Spanish/English) a plus

 

Come Join Us!
We are a premier debt resolution company which provides a fresh financial start for individuals with overwhelming debt problems. We live our credo, Carpe Diem (“Seize the Day”) and we do this each and every day. Our company growth is a direct reflection of the passion and dedication of our various teams. If you are looking for a unique career opportunity in a dynamic, growing and positively charged, high performance culture -- we urge you to consider joining our family. We reward success and hard work!

 

We invite you to join us at https://jobs.jobvite.com/creditassociates

 

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

 

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.