Junior Financial Operations Representative

About Us: We are a leading financial services organization dedicated to serving the needs of military members, veterans, and their families. Our mission is to facilitate financial security and well-being for those who have served our country.

Position Overview: We are seeking a motivated and detail-oriented individual to join our team as a Junior Financial Operations Representative. In this role, you will play a crucial part in handling inbound calls, providing exceptional service, and managing financial accounts in various challenging situations, including bankruptcy, deceased customers/members' estates, and charged-off status.

Key Responsibilities:

1. Inbound Call Management:

   • Handle incoming calls from customers/members with loans and credit cards in bankruptcy status, part of a deceased customer's/member's estate, and/or in charged-off status.
   • Demonstrate empathy and professionalism while assisting customers/members in navigating complex financial situations.

2. Account Servicing:

   • Work closely with customers/members to address inquiries, provide information, and guide them through the resolution process.
   • Utilize financial systems to access and update account information accurately.

3. Compliance and Documentation:

   • Adhere to company policies and regulatory requirements related to Financial Operations.
   • Maintain detailed and accurate records of customer/member interactions and transactions.

4. Collaboration:

   • Collaborate with cross-functional teams to resolve complex issues and provide comprehensive solutions to customers/members.
   • Communicate effectively with internal stakeholders to ensure a seamless customer/member experience.

Qualifications:

• Bachelor's degree in finance, business, or a related field preferred.
• Strong communication and interpersonal skills.
• Ability to navigate challenging conversations with empathy and professionalism.
• Detail-oriented with excellent organizational and problem-solving skills.
• Familiarity with financial systems and tools is a plus.