Collection Associate

Key Responsibilities:

• Generate and manage in-house leads from business owners seeking

financing.

• Interface with small business owners to assess their financing needs and

recommend suitable financing solutions.

• Guide prospective clients through the financing process, from prequalification

to closing.

• Handle documentation, coordinate with internal teams, and resolve

customer queries efficiently.

• Demonstrate the ability to close deals while meeting customer

expectations.

• Conduct rigorous follow-ups and closely monitor all stages of renewals,

including contacting delinquent customers or those eligible for

additional funding.

• Work with customers to ensure timely repayment, negotiate new

payment terms, and address other collection-related issues.

• Track promised payments to ensure receipt.

• Use Sales and Collections portals to monitor progress.

• Maintain high call volumes, adhere to renewal and collection call models

and performance standards, and utilize skip tracing for default

customers.

• Develop strategies to increase collections and manage outstanding

accounts.

• Collaborate effectively with team members and supervisors to ensure

smooth departmental operations.

• Meet crucial deadlines consistently.

• Work closely with credit underwriters during the underwriting process.

• Communicate and follow up with clients regularly.

• Meet or exceed team productivity goals.

• Ensure high levels of client satisfaction by providing prompt responses

and solutions to their challenges.

• Possess strong phone contact handling skills and active listening

abilities.