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Account Manager

Company: Propel Financial Services
Location: San Antonio
Posted on: June 13, 2021

Job Description:

The Account Manager is responsible for helping customers on general account inquiries by phone or email. The Account Manager also negotiates secure payment arrangements and solutions with customers to satisfy their account obligation through review and assessment of the customers ability to pay in consideration of their outstanding obligation. They also assist customers with payoff requests and release of lien inquiries. They also offer additional products to customers to leverage the full customer experience Propel offers, including online customer portal enrollment, payments-by-phone, recurring ACH set-up, assistance with new loans, etc.

Primary responsibilities include:
Service both inbound/outbound calls by answering questions, verifying contact information, researching customer issues, and responding to correspondence
Take actions to encourage timely payment on loan obligation
Negotiate with consumers via phone to obtain secure payment arrangements in accordance with company policy, company values and the Fair Debt Collection Practices Act (FDCPA)
Utilize company technology to manage account queues and account documentation
Maintain accurate documentation on the account and communicate regularly with the consumer, in accordance with FDCPA and company policy, in order to reach resolution of the account
Share best practices on customer service, collections and negotiating techniques to support team goals
Other duties as assigned
1-2 years in collections, financial services or call center environment
High school diploma or Bachelors degree
Dialer or Salesforce CRM experience, The Mortgage Office (TMO)
Proficiency with MS Office
Excellent communication, time management and organizational skills
Bilingual (English/Spanish) preferred

Keywords: Propel Financial Services, San Antonio , Account Manager, Other , San Antonio, Texas

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