As a Client Portfolio Specialist, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. Client Portfolio Specialists are responsible for engaging with both clients and creditors to identify and assist with any roadblocks that might prevent members from graduating from their program. You will serve as the main point of contact between clients, creditors, and other departments to expedite the program graduation process.
Join Achieve, change the future
At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 2,700 employees in mostly hybrid or remote roles across Arizona, California, and Texas and are strategically growing our teams to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, while putting your well-being first.
What you’ll do:
- Research, verify and manage a client’s portfolio of accounts after a client has agreed to the Consolidation Plus loan
- Update each account worked with accuracy & integrity
- Contact clients to obtain information, review the portfolio and obtain authorizations for settlements
- Negotiate lowest percentage possible with Creditor when applicable
- Meet and exceed monthly goals
What you’ll bring:
- 2+ years debt settlement/ collections experience
- Experience working in a goal or production driven environment
- Professional communication skills
- Detail oriented and process driven
- High degree of independence
- Highschool diploma or equivalent
Achieve well-being with:
Hybrid and remote work opportunities- 401 (k) with employer match
- Medical, dental and vision with HSA and FSA
- Competitive and flexible PTO, including dedicated volunteer days
- Complete wellness support with access to Virgin Pulse, Ginger Health Coaching, and fitness discounts
- Up to $5,250 paid back to you on eligible education expenses
- Pet insurance for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect with other employees through our six employee resource groups
Meet Achieve
Please Note :
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