Financial Services Representative

3 weeks ago

Sioux Falls, South Dakota, United States The GOAL Family of Companies Full time
Salary: $15-$20 per hour.

The GOAL Family of Companies is seeking a skilled and detail-oriented Financial Services Representative to join our team in Sioux Falls, SD.

About the Role:

This role is primarily responsible for communicating with clients and borrowers to secure payment for past due accounts and driving them to repayment options that best fit their individual situations.

Main Responsibilities:
  • Provide exceptional service to clients who have questions or require assistance with their account.
  • Build relationships working directly with clients' customers via inbound and outbound phone contact and written correspondence.
  • Complete outbound calls to support the goal of rectifying delinquency by securing payment to bring account to current.
  • Confirm and update account information.
  • Secure a Promise to Pay and track to a 'closed' promise (payment received).
  • Update accounts into an eligible forbearance when all other options for payment have been exhausted.
  • Support inbound borrower service interactions.
  • Document all activities transacted with/on clients' accounts using the systems platforms provided by management.


Requirements:

To be successful in this role, you will need:
  • 1-5 years of experience in a collection and/or outbound borrower outreach role.
  • Demonstrated ability to communicate effectively in written, verbal and interpersonal interactions.
  • Self-motivated with a high level of initiative and accountability able to work in less structured environment.
  • Demonstrated ability to be flexible and adjust to changing responsibilities on any given day.
  • Demonstrated ability to manage assigned tasks, prioritize work and meet deadlines.


Benefits:

We offer a range of benefits to support your career growth and well-being, including:
  • Competitive salary and bonus opportunities.
  • Comprehensive health insurance package.
  • 401(k) plan with company match.
  • Paid time off and holidays.
  • Professional development opportunities.


About Us:

The GOAL Family of Companies is a leading provider of consumer loan servicing and asset management solutions. We are committed to delivering exceptional service to our clients and building long-term relationships based on trust and integrity.

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