Account Specialist – Medium Value
New
J
JobgetherFinancial services
Work arrangement: Remote position available in eligible Canadian provinces and territories.Full-TimeMiddle
SalaryAnnual salary range: CAD $40,500–$80,000, depending on location, skills, experience, education, and qualifications. The original posting notes that a commission structure may apply, depending on the role's compensation arrangement.
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Job Details
- Experience
- Typically 2–3 years of relevant professional experience in collections, customer service, banking, financial services, or a related field.
- Required Skills
- Customer service
Requirements
- Typically have 2–3 years of relevant professional experience in collections, customer service, banking, financial services, or a related field.
- A post-secondary degree in a relevant discipline is desirable; equivalent education and experience may also be considered.
- Have knowledge of applicable federal, provincial, and local consumer collections laws.
- Understand financial products and services, ideally in banking, lending, or consumer credit.
- Be familiar with collection strategies, delinquent account management, repayment arrangements, and loss mitigation practices.
- Communicate verbally and in writing about sensitive financial situations professionally and empathetically.
- Bring strong organizational skills and attention to detail when managing customer information, transactions, and documentation.
- Use analytical and problem-solving skills to assess account situations and determine appropriate next steps.
- Collaborate with colleagues and coordinate with internal departments.
- Manage competing priorities, follow established procedures, and handle complex tasks or escalations appropriately.
- Protect confidential information and follow policies, risk management standards, and regulatory requirements.
Responsibilities
- Review delinquent and medium-risk accounts to identify collection opportunities and repayment strategies.
- Contact customers, gather information, explain account status and upcoming payments, and provide guidance on payment options.
- Assess customer needs and recommend suitable payment arrangements, collection strategies, and financial solutions.
- Apply loss mitigation procedures to resolve delinquent and non-performing accounts while minimizing losses.
- Prepare customer communications, process transactions, and coordinate with internal stakeholders.
- Handle escalated cases within established authority limits and refer matters to management when appropriate.
- Maintain accurate documentation of customer requests and account activities.
- Support consumer collections colleagues with guidance, coaching, and assistance with tools and procedures.
- Analyze account and customer information, recommend appropriate actions, and identify process improvements.
- Follow documented policies, procedures, and regulatory requirements while protecting confidential customer and financial information.
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