Client Solutions Specialist II

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: high_schoolSkills: ["Communication","Professionalism","Integrity","Compliance"]

Collect delinquent accounts for assigned clients by following collection strategies, call scripts, and compliance requirements. Provide cure plans, negotiate payment arrangements, and recommend loan modifications when appropriate. Deliver transparent, professional client service, accurately disclose account information, manage communications, and document all collection activities in the system of record. Meet production and call monitoring performance expectations and complete required CBT training.

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Truist Financial
Truist Financial
3 days ago

Client Solutions Specialist II

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Last checked: 8 hours agoStatus: Live

Job Summary

Collect delinquent accounts for assigned clients by following collection strategies, call scripts, and compliance requirements. Provide cure plans, negotiate payment arrangements, and recommend loan modifications when appropriate. Deliver transparent, professional client service, accurately disclose account information, manage communications, and document all collection activities in the system of record. Meet production and call monitoring performance expectations and complete required CBT training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Entry level

Key Responsibilities

  • •Achieve collection performance expectations for assigned accounts using agreed collection strategies.
  • •Provide cure plans and negotiate payment arrangements to address delinquency, evaluating ability and willingness to pay.
  • •Disclose relevant account information accurately and professionally, while managing client communications to meet compliance and quality standards.
  • •Work accounts thoroughly using established procedures, including contact attempts and required letters.
  • •Document collection efforts in the system of record and complete required CBT courses; execute call scripts and meet call monitoring scores.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid Leave

Key Requirements

  • •High school diploma (or equivalent) with related training or experience.
  • •1 to 2 years of collections experience.
  • •Ability to consistently exceed production performance goals.
  • •Strong verbal and written communication skills.
  • •Strong understanding of regulatory requirements surrounding collections.
Education:High School
Skills:CommunicationProfessionalismIntegrityCompliance
Languages:English
Tech Stack:CBTSystem of record

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn