Settlement Preparation Specialist (Administrative Back Office)

About the role

Achieve, a digital personal finance company, is hiring a Settlement Preparation Specialist in Tempe, AZ. The role supports and collaborates with several business units so members can move toward financial freedom. It is a hybrid position with three days per month in the Tempe office, starting December 7th, with flexibility between 6:00am and 4:00pm.

Key responsibilities

• Review creditor correspondence and documents such as 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 each account.
• Multitask across several work streams daily, requiring organization.
• Meet individual and team metrics for task completion and accuracy.
• Process bulk Authorization to Communicate and Power of Attorney document requests for creditors.
• Manage creditor email inquiries and accurately close out accounts.
• Carry out special research and creditor projects as needed.

Required profile

• At least 1 year of experience in customer service or an administrative office setting.
• Experience processing documents or in the financial industry preferred.
• Excellent verbal and written communication skills.
• Proven ability to meet deadlines, attention to detail and ability to multitask.
• Available to work in the greater Phoenix/Tempe area due to potential return-to-office plans.

Required skills

• Excel
• Google Sheets
• Salesforce

What we offer

• Starting pay of $18.21 per hour.
• Hybrid and remote work opportunities.
• 401(k) with employer match.
• Medical, dental and vision coverage with HSA and FSA options.
• Vacation and sick time, plus volunteer days.
• Employee Assistance Program, Talkspace access and fitness discounts.
• Education expense reimbursement of up to $5,250 and pet care discounts.