Account Manager/Client Relationship Specialist

Title: Account Manager/Client Relationship and Retention Specialist

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

Pay Range: $21.50-23.00 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!

Job Summary:
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.

Duties/Responsibilities:

• 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.
• Suggests improvements in communication processes and templates.
• Documents all information accurately in the CRM.
• Performs other related duties as assigned.

Required Skills/Abilities:

• 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.

Education and Experience:

• 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.

Physical Requirements:

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

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance