Account Manager/Client Relationship Specialist
Yrefy, LLC, Phoenix, Arizona, United States, 85003
Overview
Title:
Account Manager/Client Relationship and Retention Specialist
Type:
Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote
Pay Range:
$21.50-23.00 per hour, Bonus Opportunity Available
About Us
Yrefy is a private student loan refinance company, specializing in assisting borrowers and co-borrowers in relieving the burden of student loans, through a refinance. If you are passionate about helping individuals and thrive in a growing environment, we invite you to consider joining our team!
Job Summary Our ideal candidate possesses exceptional written and verbal communication skills, is a dedicated team player, and has a desire to help others. The primary responsibility of this role is to work hand in hand with borrowers and co-borrowers through our refinance process. This position will analyze borrowers' and co-borrowers’ feedback and implement retention strategies ensuring timely follow up through phone, email and other methods.
Duties/Responsibilities
Builds positive relationships with borrowers, co-borrowers, and business associates via phone, email, and text.
Uses templates to prepare email and text communication to support the Client Retention Specialist in providing status updates to borrowers and co-borrowers regarding the refinance process to retain business.
Assists in communicating to borrowers and co-borrowers regarding account status and setting expectations regarding timelines.
Requests documents from borrowers and co-borrowers as needed.
Prepares and sends forms needed for borrowers and co-borrowers to complete.
Assists with NSF recoveries.
Communicates with sales, processing, loan acquisitions team, and underwriting.
Suggests improvements in communication processes and templates.
Documents all information accurately in the CRM.
Performs other related duties as assigned.
Required Skills/Abilities
Excellent written and verbal communication skills.
Experience preparing written communication using templates.
Excellent organizational skills and attention to detail.
Ability to solve problems while showing empathy and patience.
Proficient in Microsoft Office Suite.
Knowledge of CRM software.
Education and Experience
High school diploma/GED
Previous experience in account management, servicing, and light NSF collections is welcomed and translates well to this role.
Three (3) to five (5) years of sales or marketing experience preferred.
Physical Requirements
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
What We Offer
100% Employer Paid Medical for Employee AND Whole Family (includes the Mayo Clinic)
401k/Roth Plan 4% Match with Immediate Vesting
Dental Insurance
Vision Insurance
Company Paid Life Insurance, plus optional voluntary coverage
Company Paid Short-and-Long-Term Disability Insurance
Employee Assistance Program
Fully Paid Lifetime Gym Membership (if >8 visit days/month)
Student Loan Repayment Assistance
Job-related Tuition Reimbursement
Catered Friday Lunches
Stocked Snack Kitchens
Fun in-Office Work Environment
Advancement Opportunities in a Fast-Growing Company
And More!
#J-18808-Ljbffr
Account Manager/Client Relationship and Retention Specialist
Type:
Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote
Pay Range:
$21.50-23.00 per hour, Bonus Opportunity Available
About Us
Yrefy is a private student loan refinance company, specializing in assisting borrowers and co-borrowers in relieving the burden of student loans, through a refinance. If you are passionate about helping individuals and thrive in a growing environment, we invite you to consider joining our team!
Job Summary Our ideal candidate possesses exceptional written and verbal communication skills, is a dedicated team player, and has a desire to help others. The primary responsibility of this role is to work hand in hand with borrowers and co-borrowers through our refinance process. This position will analyze borrowers' and co-borrowers’ feedback and implement retention strategies ensuring timely follow up through phone, email and other methods.
Duties/Responsibilities
Builds positive relationships with borrowers, co-borrowers, and business associates via phone, email, and text.
Uses templates to prepare email and text communication to support the Client Retention Specialist in providing status updates to borrowers and co-borrowers regarding the refinance process to retain business.
Assists in communicating to borrowers and co-borrowers regarding account status and setting expectations regarding timelines.
Requests documents from borrowers and co-borrowers as needed.
Prepares and sends forms needed for borrowers and co-borrowers to complete.
Assists with NSF recoveries.
Communicates with sales, processing, loan acquisitions team, and underwriting.
Suggests improvements in communication processes and templates.
Documents all information accurately in the CRM.
Performs other related duties as assigned.
Required Skills/Abilities
Excellent written and verbal communication skills.
Experience preparing written communication using templates.
Excellent organizational skills and attention to detail.
Ability to solve problems while showing empathy and patience.
Proficient in Microsoft Office Suite.
Knowledge of CRM software.
Education and Experience
High school diploma/GED
Previous experience in account management, servicing, and light NSF collections is welcomed and translates well to this role.
Three (3) to five (5) years of sales or marketing experience preferred.
Physical Requirements
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
What We Offer
100% Employer Paid Medical for Employee AND Whole Family (includes the Mayo Clinic)
401k/Roth Plan 4% Match with Immediate Vesting
Dental Insurance
Vision Insurance
Company Paid Life Insurance, plus optional voluntary coverage
Company Paid Short-and-Long-Term Disability Insurance
Employee Assistance Program
Fully Paid Lifetime Gym Membership (if >8 visit days/month)
Student Loan Repayment Assistance
Job-related Tuition Reimbursement
Catered Friday Lunches
Stocked Snack Kitchens
Fun in-Office Work Environment
Advancement Opportunities in a Fast-Growing Company
And More!
#J-18808-Ljbffr