BS Accountancy
University of San Jose - Recoletos
N/a
University of San Jose - Recoletos
Answer inbound calls and provide clear information on the debt settlement
process.
Respond to client concerns about payments, settlements, or account status.
Review and update client account information in the CRM and monitor settlement progress and
ensure documents are up to date.
Assist clients with updating payment methods or adjusting payment schedules, explain fees,
monthly drafts, and payment structures.
Coordinate with negotiators or legal departments about account statuses or settlements.
Handle inbound calls and assist customers with account balances, transaction
history, credit card issues, online/mobile banking support, payments, fee inquiries and disputes.
Investigate and resolve account issues (e.g., unauthorized transactions, login problems).
Escalate complex or sensitive matters to appropriate teams (fraud, compliance, tech support).
Maintain compliance with all bank policies and federal banking regulations (e.g., KYC, AML,
FDCPA).
Review customer interactions (calls, emails, chats) to assess service quality.
Evaluate performance against key quality standards (e.g., accuracy, tone, compliance).
Identify coaching opportunities and trends from monitoring.
Ensuring processes and behaviors align with company policies and regulatory standards and
provide feedback and coaching to agents or employees based on evaluations.
Work with management to define service and performance benchmarks and compile QA reports
with findings, trends, and actionable insights.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Assisting sellers and buyers in marketing and purchasing property for the right price under the best terms