Client Solutions Specialist
Core
A save/retention specialist who calls clients with missed payments to understand their situation, negotiate a specific repayment plan, and ensure commitments are met.
Role type
Client Solutions Specialist (Retention/Save)
Builds
Repayment plans and restored payment status for delinquent accounts
Domain
Consumer lending / Debt management
Required skills
Persuasion and objection handling, Closing on the call, Emotional intelligence, Compliance judgment, Financial consequence explanation, Remote work reliability
Preferred skills
Consumer lending experience, Debt settlement, Credit counseling, Telephony systems (Talkdesk, LoanPro, Zendesk)
Responsibilities
Call clients with missed payments to find root causes, Secure specific payment commitments on the call, Follow up on commitments via email/text, Document contacts in loan management system, Provide insights to shape scripts and offers
Seniority
Mid-level, individual contributor