Account Relationship Specialist

4 days ago


San Antonio, Texas, United States CU Student Choice Partners LLC Full time

Job Summary

We are seeking a detail-oriented Account Relationship Specialist to provide exceptional support to our clients and vendors. In this role, you will be instrumental in maintaining strong relationships and ensuring seamless communication among all parties involved.

Responsibilities:

  • Serve as the primary point of contact for client inquiries and resolve basic issues related to account management.

  • Analyze and process CU requests for UAS forbearance opt-in and opt-out, updating relevant systems accordingly.

  • Process refunds, waivers, and non-cash payments with high accuracy and efficiency.

  • Maintain accurate records and documentation for vendor and audit support, retrieving and packaging documents as needed.

  • Update demographic changes, reset passwords, and ensure the Zoho CRM system is up-to-date with the latest information.

  • Prioritize tasks effectively and manage multiple responsibilities simultaneously, exhibiting excellent time management skills.

  • Foster strong relationships with clients, vendors, and internal teams, promoting a collaborative environment.

  • Perform additional office support duties and projects as assigned by management.

Requirements:

  • A minimum of a High School Diploma or equivalent, with an Associate's Degree or Bachelor's Degree preferred.

  • Previous experience in student lending, financial aid, or credit union services is highly desirable.

  • Ability to thrive in a fast-paced environment, handling multiple tasks with precision and attention to detail.

  • Excellent written and verbal communication skills, with the ability to build rapport with diverse groups.

  • Strong organizational skills, with a keen eye for detail and follow-through.

  • Proficiency in Microsoft Office Suite, with prior home office work experience being a plus.

  • Ability to handle confidential information with discretion and professionalism.

About Us

CU Student Choice Partners LLC is committed to fostering a positive and inclusive work environment that values diversity, equity, and inclusion. We offer a competitive salary range of $45,000-$60,000 annually, depending on experience.

What We Offer:

  • A dynamic and supportive team environment.

  • Ongoing training and professional development opportunities.

  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.



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