Debt Settlement - Administrative Back Office

Achieve; Tempe (AZ); Hybrid; USD 19,000 - 28,000; Full time

Benefits offered by this job

Hybrid and remote work opportunities

401(k) with employer match

Medical, dental, and vision with HSA/F

Competitive vacation and sick time off

Volunteer days

Wellness support via EAP/Talkspace

Education expense reimbursement up to

Pet care discounts

Achieve Care Fund

Diversity and inclusion groups

Job summary

Achieve in Tempe, AZ is seeking a Settlement Preparation Specialist to help everyday people move toward financial freedom by reviewing creditor information, contacting creditors, and ensuring accounts are ready for settlement.

Starting pay is $16/hour with shift flexibility between 6:00am and 4:00pm, and the start date is October 26. The role involves reviewing documents, handling calls, researching accounts, and coordinating with multiple business units.

Qualifications

• Minimum of 1 year experience in customer service or administrative office setting.
• Experience with processing documents or experience in the financial industry preferred.
• Excellent communication skills (verbal & written).
• Ability to multitask and meet deadlines with attention to detail.
• Proficient with Excel, Google Sheets, and Salesforce.

Responsibilities

• Review creditor correspondence and documents including collection letters, statements and credit reports.
• Handle inbound and outbound calls with creditors to update account statuses.
• Research accounts and contact creditors to find who is servicing the account.
• Multitask various work streams daily with strong organization.
• Achieve individual and team metrics related to task completion and accuracy.
• Process bulk Authorization to Communicate and Power of Attorney requests for creditors.
• Manage creditor email inquiries and accurately disposition accounts.
• Conduct special research/creditor projects as necessary.

Skills

Customer service

Communication

Multitasking

Deadline achievement

Attention to detail

Tools

Excel

Google Sheets

Salesforce

Job 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.

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.

Starting Pay $16/hour

Shift Requirements Flexibility between 6:00am-4:00pm

Start Date October 26th

What you’ll do

• Review creditor correspondence and documents including collection letters, statements and credit reports
• Handle Inbound and Outbound calls with creditors to update account statuses
• 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
• 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 or administrative office setting
• 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.