Financial Assistance Coordinator
Core
Assess customer requests for financial assistance, determine support options, and manage inbound/outbound conversations regarding hardship and collections.
Role type
Financial Assistance Coordinator (Customer Support)
Builds
Hardship application outcomes and compliant customer communications
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Regulatory knowledge (hardship/collections), NCCP and APP compliance, customer complaint resolution, complex situation assessment, written and verbal communication, record keeping, stakeholder relationship building
Preferred skills
Financial services experience in collections/recoveries, experience with Financial Counsellors
Technologies
Digital hardship application systems
Responsibilities
Assess customer requests for financial assistance, manage inbound and outbound customer conversations, review and process online hardship applications, maintain accurate customer records, manage written customer communications, identify and resolve customer concerns and complaints
Seniority
Individual Contributor