Debt Settlement - Administrative Back Office

Posted 5 Hours Ago
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Tempe, AZ
Junior
Fintech • Marketing Tech • Professional Services • Financial Services
We help people control expenses, manage debt, save money, plan ahead, and make better financial decisions.
The Role
As a Settlement Preparation Specialist, you will assist members in achieving financial freedom by reviewing creditor information, contacting creditors, and ensuring accounts are prepared for settlement. The role requires multitasking, organization, and achieving team metrics while managing communication with creditors.
Summary Generated by Built In

Job Description
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. You will provide support for and collaborate with multiple business units, helping our Members expedite their way to financial freedom! You'd be reviewing creditor information, reaching out to creditors to locate accounts, updating account information and ensuring all enrolled accounts are ready for settlement as soon as possible. We're a growing team and welcome creativity and ingenuity as we work towards perfecting the settlement preparation process.
What you'll do:

  • 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


Qualifications

  • 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
  • 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


Additional Information
Achieve well-being with:

  • 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


Join Achieve, change the future.At Achieve, we're changing millions of lives.From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

Top Skills

Excel
Google Sheets
Salesforce

What the Team is Saying

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Kris
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Andy
Roman
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Jeff
Shira
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The Company
HQ: San Mateo, CA
1,800 Employees
Hybrid Workplace
Year Founded: 2002

What We Do

Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score.

Our people make the biggest difference. With more than 2,500 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future.

We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day:

Care (For everyone)
Get Better (Every day)
Act With Integrity (Every time)
Collaborate (With everyone)

Why Work With Us

The technology we are building has real human impact to positively change the trajectory of millions of American families living with the crippling weight of consumer debt. Our growing teams are determined to get better every day through open collaboration and genuine family-like care for the whole person—engineers are never lost in the shuffle.

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Achieve Teams

Team
Sales
Team
Member Services
About our Teams

Achieve Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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HQSan Mateo, CA
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Dallas, TX
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Tempe, AZ
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