Accounts Representative - Bonus Eligible & Growth Path

MONTEREY FINANCIAL SERVICES; Oceanside (CA); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Monthly bonuses

401(k) plan with company match

Profit sharing

Wellness program benefits

Job summary

Monterey Financial Services, LLC, based in Oceanside, California, is seeking an Account Representative to help consumers take control of their financial future through excellent service and negotiation skills. You will assist with account questions, negotiate payments, and uphold client policies in a fast-paced office environment.

The role emphasizes reliability, strong communication, and multitasking, with opportunities to grow within a supportive, team-driven culture.

Qualifications

• Reliability and the desire to learn
• Excellent communication, active listening and problem solving skills
• Ability to provide excellent customer service
• Comfortable with fast-paced environments
• Basic math and typing skills
• Proficient computer skills with the ability to learn new software
• Strong time management skills and ability to multitask
• Effectively identify and solve problems
• Basic credit and/or collection knowledge a plus

Responsibilities

• Assist consumers with account level questions and adjustments
• Negotiate and process payment on accounts in various stages of delinquency
• Understand and adhere to MFS and Client policies and procedures
• Other duties as assigned

Skills

Customer service

Communication

Active listening

Problem solving

Typing

Computer skills

Time management

Multitasking

Basic math

Credit knowledge

Education

High school diploma or equivalent

Job description

Monterey Financial Services, LLC, based in Oceanside, California, is seeking an Account Representative to help consumers take control of their financial future through excellent service and negotiation skills. You will assist with account questions, negotiate payments, and uphold client policies in a fast-paced office environment.

The role emphasizes reliability, strong communication, and multitasking, with opportunities to grow within a supportive, team-driven culture.