Client Relationship Specialist
Yrefy LLC, Phoenix, AZ, United States
Title:
Client Relationship Specialist
Type:
Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote
Pay Range:
$55,000-$65,000 yearly total compensation including bonuses
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!
The Client Relationship Specialist is a trust critical role responsible for guiding prospective borrowers through the final decision stage before loan closing. This position exists to ensure clients fully understand their obligations, expectations, and long term implications of refinancing before committing—thereby improving loan quality, reducing post closing dissatisfaction, and strengthening long term relationships. Unlike traditional retention or sales roles, this position is education first and validation driven, not persuasion based. The Specialist acts as a final alignment checkpoint, confirming that the solution is appropriate, sustainable, and clearly understood.
Why This Role Matters
By validating understanding before commitment, Yrefy protects clients from avoidable hardship and protects the company from downstream risk, reputational damage, and servicing costs. This role reflects Yrefy’s commitment to ethical growth, transparency, and student borrower advocacy.
Key Objectives
Ensure borrowers make informed, confident decisions prior to closing
Prevent misalignment that leads to post close regret, complaints, or early fallout
Strengthen client trust through transparency, clarity, and professionalism
Support sustainable revenue by improving long term loan performance
Post close satisfaction scores (30/90/180 days)
Reduction in early stage servicing escalations
Alignment confirmation accuracy (QA audits)
Loan persistence and payment consistency
Client feedback and referral indicators
Core Responsibilities Client Relationship & Education
Conduct pre closing conversations with approved borrowers to review:
Loan structure, terms, and repayment expectations
Program benefits and limitations
Confirm client comprehension through clear explanation and validation techniques.
Encourage thoughtful questions and allow space for reconsideration when appropriate.
Decision Validation
Assess borrower readiness and alignment prior to closing.
Identify indicators of confusion, hesitation, or unrealistic expectations.
Escalate concerns or recommend pausing the closing process when misalignment exists.
Document confirmation of informed consent and understanding.
Cross Functional Collaboration
Partner with underwriting, servicing, and compliance teams to surface trends.
Provide feedback on recurring client questions or friction points.
Support continuous improvement of pre close communication materials.
Documentation & Compliance
Accurately document all pre closing interactions in CRM systems.
Follow compliance, regulatory, and quality assurance standards.
Maintain professional, empathetic communication across all channels.
Required Qualifications
2+ years of experience in client relationship management, financial services, or consumer lending
Strong ability to explain complex financial concepts in plain language
Demonstrated active listening and emotional intelligence
High attention to detail and documentation accuracy
Comfort recommending against closing when appropriate
Preferred Qualifications
Experience in refinancing, student loans, or debt related financial products
Background in client education, onboarding, or advisory roles
Familiarity with CRM systems (Salesforce or similar)
Compliance aware mindset
Core Competencies
Trust based communication
Client advocacy and ethical judgment
Emotional regulation and psychological safety creation
Critical thinking and risk identification
Professional discretion
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
Client Relationship Specialist
Type:
Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote
Pay Range:
$55,000-$65,000 yearly total compensation including bonuses
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!
The Client Relationship Specialist is a trust critical role responsible for guiding prospective borrowers through the final decision stage before loan closing. This position exists to ensure clients fully understand their obligations, expectations, and long term implications of refinancing before committing—thereby improving loan quality, reducing post closing dissatisfaction, and strengthening long term relationships. Unlike traditional retention or sales roles, this position is education first and validation driven, not persuasion based. The Specialist acts as a final alignment checkpoint, confirming that the solution is appropriate, sustainable, and clearly understood.
Why This Role Matters
By validating understanding before commitment, Yrefy protects clients from avoidable hardship and protects the company from downstream risk, reputational damage, and servicing costs. This role reflects Yrefy’s commitment to ethical growth, transparency, and student borrower advocacy.
Key Objectives
Ensure borrowers make informed, confident decisions prior to closing
Prevent misalignment that leads to post close regret, complaints, or early fallout
Strengthen client trust through transparency, clarity, and professionalism
Support sustainable revenue by improving long term loan performance
Post close satisfaction scores (30/90/180 days)
Reduction in early stage servicing escalations
Alignment confirmation accuracy (QA audits)
Loan persistence and payment consistency
Client feedback and referral indicators
Core Responsibilities Client Relationship & Education
Conduct pre closing conversations with approved borrowers to review:
Loan structure, terms, and repayment expectations
Program benefits and limitations
Confirm client comprehension through clear explanation and validation techniques.
Encourage thoughtful questions and allow space for reconsideration when appropriate.
Decision Validation
Assess borrower readiness and alignment prior to closing.
Identify indicators of confusion, hesitation, or unrealistic expectations.
Escalate concerns or recommend pausing the closing process when misalignment exists.
Document confirmation of informed consent and understanding.
Cross Functional Collaboration
Partner with underwriting, servicing, and compliance teams to surface trends.
Provide feedback on recurring client questions or friction points.
Support continuous improvement of pre close communication materials.
Documentation & Compliance
Accurately document all pre closing interactions in CRM systems.
Follow compliance, regulatory, and quality assurance standards.
Maintain professional, empathetic communication across all channels.
Required Qualifications
2+ years of experience in client relationship management, financial services, or consumer lending
Strong ability to explain complex financial concepts in plain language
Demonstrated active listening and emotional intelligence
High attention to detail and documentation accuracy
Comfort recommending against closing when appropriate
Preferred Qualifications
Experience in refinancing, student loans, or debt related financial products
Background in client education, onboarding, or advisory roles
Familiarity with CRM systems (Salesforce or similar)
Compliance aware mindset
Core Competencies
Trust based communication
Client advocacy and ethical judgment
Emotional regulation and psychological safety creation
Critical thinking and risk identification
Professional discretion
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