Client Solutions Professional II (Customer Service) (82535)

BOK Financial•Oklahoma City, OK
•Onsite

About The Position

The Client Solutions Professional II is responsible for initiating collection activities on early- and mid-stage delinquency accounts in accordance with bank policy and procedure and federal loan-servicing regulations. The role counsels delinquent customers and works to establish formal or informal repayment plans, settlements, and workout plans. It also requires accurate documentation of each customer contact in the collection system. The position identifies ways to mitigate loss, completes due date changes and deferrals, and escalates or redirects more delinquent accounts to senior collectors. The team emphasizes customer feedback, call quality, shared performance rankings, and employee autonomy.

Requirements

  • Associate’s degree and 2–3 years of collections, branch banking, or customer service experience, or an equivalent combination of education and experience.

Responsibilities

  • Initiate collection activities on early- and mid-stage delinquency accounts in accordance with bank policy, procedures, and federal regulations for loan servicing.
  • Counsel delinquent customers and establish formal or informal repayment plans, settlements, and workout plans.
  • Accurately document each customer contact in the collection system.
  • Identify ways to mitigate loss.
  • Complete due date changes and deferrals.
  • Escalate or redirect more delinquent accounts to senior collectors.

Benefits

  • Training and development to support employees’ long-term careers.
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