Settlement Preparation Specialist

Settlement Preparation Specialist

As a Settlement Preparation Specialist, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will provide support for and collaborate with multiple business units, helping our members expedite their way to financial freedom!

What You'll Do

• Review creditor correspondence and documents including collection letters, statements and credit reports
• Handle inbound and outbound calls with creditors to update account statuses
• Research accounts and contact creditors to find who is servicing the account
• Multitask various work streams daily which requires organization
• Achieve individual and team metrics associated with task completion and accuracy
• Process bulk Authorization to Communicate and Power of Attorney document requests for creditors
• Manage creditor email inquiries and accurately disposition accounts
• Conduct special research/creditor projects assigned as necessary

Qualifications

• Minimum of 1 year experience in customer service or administrative office setting
• Experience with processing documents or experience in the financial industry preferred
• Excellent communication skills (both verbal & written)
• Ability to successfully multitask
• Proven ability to meet deadlines and achieve goals
• Attention to detail
• Proficient skills with Excel, Google Sheets, and Salesforce

Additional Information

• Starting Pay: $18.21/hour
• Shift Requirements: Flexibility between 6:00am-4:00pm
• Start Date: December 7th
• Location: 3 days per month in our Tempe office; remote otherwise
• Geographic Requirement: Due to potential return-to-office plans, this role is only available to employees in the greater Phoenix/Tempe area

Benefits

• Hybrid and remote work opportunities
• 401(k) with employer match
• Medical, dental, and vision with HSA and FSA options
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
• Up to $5,250 paid back to you on eligible education expenses
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

About Achieve

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas.