Account Manager/Client Relationship and Retention Specialist (Phoenix)

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.

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
  • 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.

About Us:

Yrefy is a dynamic lender solving the Student Loan dilemma with unique financial products for Borrowers. We stand alone with our 7-year specialized refinance products. We are growing and are seeking like-minded people to build our team. A strong desire to learn and grow is important to us.

Job Type: Full-time

Pay: $21.50 – $23.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Experience:

  • Customer service: 1 year (Preferred)

Ability to Commute:

  • Phoenix, AZ 85054 (Required)

Ability to Relocate:

  • Phoenix, AZ 85054: Relocate before starting work (Required)

Work Location: In person

Job Category: Customer Service
Job Type: Full Time
Job Location: Phoenix

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