
Collections Specialist
Ascendo Resources, St. Petersburg, FL, United States
A well-established financial institution is seeking an Collections Specialist to support its SBA Portfolio Management team.
This role is responsible for client communication, account resolution, and ensuring timely and compliant servicing of SBA-related accounts.
The ideal candidate is detail-oriented, bilingual, and comfortable operating in a fast-paced, regulated banking environment.
Responsibilities
Handle inbound client calls regarding account inquiries, concerns,
Assist clients with online banking registration, access issues, password resets, and wire support while adhering to identity verification protocols
Conduct required client call-backs to ensure security and confidentiality standards are met
Resolve complex client issues and ensure timely completion in accordance with established service level standards
Perform follow-up on time-sensitive matters to meet SLA goalsEscalate issues appropriately when necessary
Assist with tracking and maintaining accurate client data
Support client email inquiries and secure messaging platforms
Collect and negotiate payments with clients as required
Document client interactions while navigating multiple systems
Complete required annual compliance and regulatory training
Perform additional duties as assigned
Qualifications
High School Diploma or equivalent experience required
Minimum 1+ year of experience in a customer service or call center environment, preferably within banking
Strong computer proficiency including Microsoft Office (Word, Excel, PowerPoint)
Basic knowledge of State and Federal banking compliance regulations
Bilingual in English and Spanish (fluency required in speaking, reading, and writing)
Strong verbal and written communication skills
High attention to detail and accuracy
Ability to multi-task and manage competing priorities effectively
Strong organizational and time management skills
Ability to work in a collaborative, team-oriented environment
Commitment to compliance and adherence to institutional policies and procedures
This is an excellent opportunity for a motivated professional seeking to grow within a regulated banking environment.
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This role is responsible for client communication, account resolution, and ensuring timely and compliant servicing of SBA-related accounts.
The ideal candidate is detail-oriented, bilingual, and comfortable operating in a fast-paced, regulated banking environment.
Responsibilities
Handle inbound client calls regarding account inquiries, concerns,
Assist clients with online banking registration, access issues, password resets, and wire support while adhering to identity verification protocols
Conduct required client call-backs to ensure security and confidentiality standards are met
Resolve complex client issues and ensure timely completion in accordance with established service level standards
Perform follow-up on time-sensitive matters to meet SLA goalsEscalate issues appropriately when necessary
Assist with tracking and maintaining accurate client data
Support client email inquiries and secure messaging platforms
Collect and negotiate payments with clients as required
Document client interactions while navigating multiple systems
Complete required annual compliance and regulatory training
Perform additional duties as assigned
Qualifications
High School Diploma or equivalent experience required
Minimum 1+ year of experience in a customer service or call center environment, preferably within banking
Strong computer proficiency including Microsoft Office (Word, Excel, PowerPoint)
Basic knowledge of State and Federal banking compliance regulations
Bilingual in English and Spanish (fluency required in speaking, reading, and writing)
Strong verbal and written communication skills
High attention to detail and accuracy
Ability to multi-task and manage competing priorities effectively
Strong organizational and time management skills
Ability to work in a collaborative, team-oriented environment
Commitment to compliance and adherence to institutional policies and procedures
This is an excellent opportunity for a motivated professional seeking to grow within a regulated banking environment.
#J-18808-Ljbffr