Account Manager​/Client Relationship Specialist

Overview

Title: Account Manager/Client Relationship and Retention Specialist

Type: Full-Time, Hourly, Non-Exempt, In-Office, Non-Remote

Pay Range: $ per hour, Bonus Opportunity Available

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!

Our ideal candidate possess exceptional written an verbal communication skills, a dedicated team player, and a desire to help others. The primary responsibility of this role is to work hand in hand with borrowers and co-borrowers working through our refinance process. This position will analyzes borrowers' and co-borrowers’ feedback, implement retention strategies ensuring timely follow up though phone, email and other methods.

• Builds positive relationships with borrowers, co-borrowers, and business associates via phone, email, and text.
• Uses templates to prepare email and text communication to support the Client Retention Specialist in providing status updates to borrowers and co-borrowers regarding the refinance process to retain business.
• Assists in communicating to borrowers and co-borrowers regarding account status and setting expectations regarding timelines.
• Requests documents from borrowers and co-borrowers as needed.
• Prepares and sends forms needed for borrowers and co-borrowers to complete.
• Assists with NSF recoveries.
• Communicates with sales, processing, loan acquisitions team, and underwriting.
• Suggets improvements in communication processes and templates.
• Documents all information accurately in the CRM.
• Performs other related duties as assigned.

• Excellent written and verbal communication skills.
• Experience preparing written communication using templates.
• Excellent organizational skills and attention to detail.
• Ability to solve problems while showing empathy and patience.
• Proficient in Microsoft Office Suite.
• Knowledge of CRM software.

• High school diploma/GED
• Previous experience in account management, servicing, and light NSF collections is welcomed and translates well to this role.
• Three (3) to five (5) years of sales or marketing experience preferred.

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

• 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 Life Time 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!