Ultimate Staffing · 19 hours ago
Account Servicing Associate
Plano, TX
Full-time
Onsite
New Grad, Entry Level
$18/hr - $18/hrUltimate Staffing is a leading financial services organization that supports millions of customers nationwide. The Account Servicing Associate plays a key role on the Deceased Accounts Team, ensuring all account-related requests are handled promptly and accurately while adhering to internal policies and compliance requirements.
EmploymentHuman ResourcesManufacturingStaffing Agency
Hiring Manager
Emily Lucio
Responsibilities
Process account servicing requests in accordance with established SLAs
Respond to emails and escalated account issues within assigned timeframes
Track daily productivity and provide updates related to KPIs
Partner with the Quality Assurance team to ensure productivity, quality, and compliance standards are consistently met
Generate letters, send and retain documents, and ensure accuracy per company policy and regulatory guidelines
Contact customers or authorized relatives to help resolve or settle outstanding accounts
Qualification
Required
Process account servicing requests in accordance with established SLAs
Respond to emails and escalated account issues within assigned timeframes
Track daily productivity and provide updates related to KPIs
Partner with the Quality Assurance team to ensure productivity, quality, and compliance standards are consistently met
Generate letters, send and retain documents, and ensure accuracy per company policy and regulatory guidelines
Contact customers or authorized relatives to help resolve or settle outstanding accounts
Individuals comfortable handling sensitive customer situations with professionalism and empathy
Detail-oriented candidates who can manage structured processes and maintain accuracy
Team players who can collaborate across departments while meeting deadlines and performance expectations
Those who are comfortable working onsite and prefer a predictable, daytime schedule
Customer Service
Account Management
Financial Services
Call Center Experience
Customer Support
Billing & Collections
Case Management
De-escalation Techniques
Conflict Resolution
Handling Sensitive Accounts
Compliance
Regulatory Guidelines
Quality Assurance
Policy Adherence
Document Verification
Data Entry
Microsoft Office (Excel, Outlook, Word)
CRM Systems
Document Management
Email Management
Reporting & Tracking
SLA Management
Professional Communication
Written Communication
Telephone Etiquette
Attention to Detail
Time Management
Multitasking
Problem Solving
Team Collaboration
Auto Finance
Loan Servicing
Payment Processing
Account Settlement
Collections Support
Company
Ultimate Staffing
Ultimate Staffing specializes in clerical, administrative, customer service, and manufacturing and production positions.
Founded in 1994
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Marez
Partnership Director
Company data provided by crunchbase