Account Analyst - Remote (Rhea County, TN ONLY)

Edfinancial Services; Dayton (TN); Remote; USD 35,000 - 55,000; Full time

Job summary

An innovative firm is seeking an Account Analyst for a remote role, ideal for candidates in Dayton and surrounding areas. This position emphasizes professionalism and a positive attitude while processing borrower requests and handling customer inquiries. Responsibilities include maintaining compliance with regulations, managing data entry tasks, and contributing to a collaborative team environment. The ideal candidate will thrive in a dynamic setting, ensuring high-quality service and effective communication. Join a forward-thinking company where your contributions will make a significant impact on customer satisfaction and operational excellence.

Qualifications

• Strong customer service skills with a focus on professionalism.
• Ability to process and handle borrower requests accurately.

Responsibilities

• Maintain a positive work atmosphere through professional communication.
• Process enrollment or demographic changes from various stakeholders.
• Respond to customer inquiries and resolve issues promptly.

Skills

Customer Service

Data Entry

Communication Skills

Problem Solving

Job description

The Account Analyst role is a REMOTE opportunity for Dayton, Spring City, and Graysville, TN applicants. Employees are expected to maintain a positive attitude and professional work environment while accurately processing borrower requests, guarantor reports, updates, and school certifications. The role involves receiving inbound calls and making outbound calls to potential customers, using provided scripts to promote products and services. Responsibilities include addressing customer inquiries, providing accurate information, and resolving issues promptly and professionally, all in compliance with applicable regulations and company policies. The position also requires contributing to a team-oriented, quality work environment.

Key responsibilities include:

1. Maintaining a positive work atmosphere through professional communication.
2. Processing enrollment or demographic changes from guarantors, borrowers, and schools.
3. Responding to credit disputes and update requests from borrowers.
4. Handling inbound emails from borrowers.
5. Completing assigned document tasks following guidelines.
6. Informing supervisors of assistance needs before 3:00 pm.
7. Meeting processing standards: a set number of tasks per hour and a monthly QA score of 96% or higher.
8. Performing miscellaneous data entry projects as assigned.
9. Refraining from processing changes on personal or conflicting accounts.
10. Securing workstation and data confidentiality.
11. Maintaining a 5c level access to the information system.
12. Representing the company professionally inside and outside the workplace.
13. Maintaining knowledge of all loan phases and relevant regulations.
14. Keeping certifications current and completing annual refresher courses.
15. Cross-training in specialty queues and during peak times as needed.
16. Staying updated on system changes to assist borrowers effectively.
17. Adhering to schedules for various communication channels.
18. Meeting departmental goals daily and monthly.
19. Proactively discussing performance improvement strategies with management.
20. Utilizing training materials and resources provided.
21. Working overtime as required by business needs.

Minimum requirements:

• Regular attendance is essential for this position.