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Form of workJob Description
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:
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.
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.
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.
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.
We can’t wait to tell you all about it!
