Settlement Advisor

Settlement Advisor

Credit Associates, a leading direct-to-consumer financial services company based in Plano, TX, seeks a people-oriented Settlement Advisor to join its team. The Settlement Advisor (SA) has the critical role of presenting settlement terms to clients, reviewing accounts to determine the availability of funds, gaining acceptance when applicable, and validating funds to complete Settlement Offers. Settlement Advisors are the primary liaison between the company, the creditor, and the client.

This exciting and rewarding role is responsible for educating clients on their settlement status, structuring settlement terms, and determining the best settlement offer ensuring success for both the client and the company.

• Provide exceptional customer service
• Effectively handles inbound and outbound calls
• Identifies and conveys acceptable settlement terms and percentages consistent with company standards
• Exhibit excellent knowledge of client base and maintain client relationships
• Calculates and add funds necessary to finalize the settlements
• Obtains client authorization to accept settlements when needed
• Manages follow-ups on client inquiries not able to be immediately resolved
• Motivate and retain client to complete program

• Proven organizational skills, attention to detail and a strong ability to prioritize and meet deadlines in a fast-paced environment
• Flexibility and ability to meet changing business needs
• Ability to work in a team environment
• Ability to multi-task and handle numerous assignments simultaneously
• Competitive and highly self-motivated with a strong sense of urgency

• High School Diploma or higher education
• Can work 100% in-office (Monday-Friday) at our Plano location
• 1-year + experience in debt settlement experience or financial services experience
• Ability to multi-task and handle numerous assignments simultaneously
• Competitive and highly self-motivated with a strong sense of urgency
• Strong computer skills :
  Word, Excel, Outlook
• Bilingual (Spanish / English) a plus

Come Join Us! We are a premier debt resolution company which provides a fresh financial start for individuals with overwhelming debt problems. We live our credo, Carpe Diem ("Seize the Day") and we do this each and every day. Our company growth is a direct reflection of the passion and dedication of our various teams. If you are looking for a unique career opportunity in a dynamic, growing and positively charged, high performance culture we urge you to consider joining our family.

We reward success and hard work!

• Excellent benefits, including Medical, Dental, Vision and company paid Life Insurance
• Generous 401k plan with aggressive company match
• Convenient location near Legacy West
• Relaxed yet fast-paced work environment including business-casual dress code