Client Solutions

Lloyd & McDaniel, PLC • Marietta, GA

2d

About The Position

Works with a team of collectors, the support staff and accounting to ensure files are being worked properly and in accordance with Firm and client standards. Acts as a point of contact for an assigned group of clients, handling questions and requests. Participates in monthly client calls and works closely with the Collections Director to monitor files to locate work gaps and other inconsistencies. Assists with order media from clients, affidavits and entering bankruptcy information on an as needed basis. Prepare regular reports for both clients and internal requests.

Requirements

• Strong Computer skills, with working knowledge of Microsoft Office products.
• A minimum of intermediate knowledge of Microsoft Word, Access and Excel.
• Desire to learn and ability to adapt quickly to a changing business environment.
• Ability to work independently or in a team environment.
• Excellent communication skills (both written and verbal) and strong customer service skills.
• Dependability and regular attendance.
• Professionalism, articulate and hard working individual.

Nice To Haves

• Willingness to work more than 40 hours per week if needed.

Responsibilities

• Respond to all client requests and questions in a timely manner, including internal requests, emails and calls from clients and status reports. Seek assistance from the Director or other departments as needed. Act as a point of contact between the Firm and its clients.
• Build strong relationships with assigned clients. Maintain a solid understanding of the firm, including collections, client requirements, paper flow, and basic accounting functions.
• Participate in monthly client calls as needed with the Collections Director and other management. Take notes and follow up on discussions.
• Manage and submit settlement requests and other correspondence to clients when they fall below client guidelines.
• Maintain current knowledge of client requirements and SOPs. Notify appropriate parties of changes in protocol or contacts.
• Monitor the flow of files through the legal process to ensure proper and timely management. Review collector diaries and files for collection work gaps. Report all exceptions to the Collections Director.
• Regularly review YGC and other sources for proper coding and review client inactivity reports to ensure no work gaps.
• Prepare and create various settlement or special request letters from clients and submit for review.
• Assist the media and/or bankruptcy specialist with ordered documents and entering bankruptcy material on an as-needed basis.
• Work closely with the Collection Director and IT Director in developing reports to monitor collector and client progress.
• Handle client forecasts on an as-needed basis.
• Assist in training new employees on an as-needed basis or when cross-training is required.
• Maintain current knowledge of local, state and federal laws including FDCPA, SSCRA, Bankruptcy, etc. Successfully pass testing annually or as needed.
• Adhere to all Firm policies regarding communication, bankruptcy, etc.
• Develop a sound understanding of client guidelines and protocol. Be able to instruct and advise others in the Firm.
• Be courteous and professional towards clients and adhere to the policies in the handbook.
• Perform other duties as requested by a manager or attorney.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed