Settlement Preparation Specialist - Remote

Overview

As a Settlement Preparation Specialist, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions.

In Short

• 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

Requirements

• Minimum of 1 year experience in customer service
• 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

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