Loan Processing Agent and Bill Collector

You will be in charge of collecting money from clients and ensuring that they pay on time, if there is an insurance involved you will be bugging the insurance to ensure they pay fast so we can keep liquidity inside the company from the AR.

I need someone that has had experience dealing with over 20 client accounts at the same time and has devised strategies of collection for them. I need someone that is confident, friendly and sharp on the phone.

Good in math and accounting. Many times clients have trouble understanding why they paying what they pay.

I need someone that is familiar with Monday boards and Quickbooks.

You will be in charge of updating our CRM and the bill accounts for your clients in Quickbooks and Monday boards.

Also, can explain loan rates and different financing packages to clients.