This role is responsible for daily reconciliation of transactions, bank accounts and executing various client related support activities in collaboration with the negotiation efforts of debt relief service providers (DRSPs). Communicates with the bank, DRSPs, and creditors to ensure settlement payments are processed according to client instructions. Settlement Support Agents work on special projects to help the Settlements Department transition to streamline operations and contribute to the overall success of the company and its DRSP partners. A positive attitude, ability to deal with multiple requests from multiple parties, and be a team player are essential to success.

Common Core Roles:

• Perform matching and review of daily settlement payments, reconciliation of debt settlement accounts - resolve mismatches, banking issues, and other client settlement issues.
• Provide a superior level of customer service to clients and DRSPs via phone and support ticket system.
• Perform various bank and system transactions - coordinate efforts between bank, DRSPs and other parties - follow up with parties to ensure completion and proper execution.
• Process client check deposits at bank and in CRM system.
• Track and report key assigned metrics and other special projects.
• Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.