- – Respond to customer inquiries via phone, email, and chat promptly and professionally
- – Resolve customer complaints and issues to ensure satisfaction and retention
- – Maintain accurate records and collaborate with team members for service excellence
- – Maintain accurate financial records using QuickBooks and Sage 300.
- – Process accounts payable and receivable, ensuring timely and accurate billing.
- – Perform bank reconciliations and prepare financial documentation for reporting.
- Assess clients' financial situations, provide personalized options for managing debt.
- Offer ongoing support through Debt Management Program for debt resolution.
- Serve as a trusted resource, answering questions to ensure financial stability.