Servicing Associate (Remote)

Servicing Associate (Remote)

Why join us

Brex is reimagining financial systems so every growing company can realize their full potential. As the financial OS, we’re building software and services in one place—disrupting long-entrenched institutions with products and experiences that better serve the ambitions of our customers.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Operations at Brex

The Operations team is the bridge between our product and our customers. Our priority is to keep our customers happy and their businesses protected, while delivering vital information back to our internal teams. We are responsible for underwriting all of our customers, while simultaneously managing Brex’s risk exposures. We work cross-functionally with Risk, Compliance, Data, and Engineering to allow Brex to scale efficiently, keeping quality top of mind.

What you’ll do

As a Servicing Associate, your goal is to mitigate loss for the company. You will be working directly with customers to recover funds. This is a role that requires strong communication, teamwork, and problem solving. You will have the opportunity to wear multiple hats in a fast-paced environment.

Responsibilities

• Adhere to Servicing Standard Operating Procedures with respect to payment plans and other guidelines
• Ability to execute and suggest improvements to Brex Servicing Standard Operating Procedures with an appreciation for the trade-offs implicit in taking on additional credit exposure to a customer with the goal of maximizing long-term repayment
• Effectively coordinate with partners in Customer Support, Credit, Sales and Risk to devise a clear strategy that maximizes customer repayment in the event of delinquency
• Ability to quickly understand an escalated customer repayment situation by gaining context across systems, payment history, market, and industry trends 
• Passionate about problem solving and negotiating based on historical data from clients
  
  

Requirements

• 1+ year of experience in a customer-facing role
• Ability to problem solve and resolve escalated customer issues
• Strong verbal, written and interpersonal communication skills
• Strong understanding of Salesforce Service Cloud, Salesforce Reporting, queue management, Loan management systems, Google Sheets/Excel Functions and Looker 

Bonus points

• Series 7 and 63 
• Previous experience in commercial receivable recoveries 
• A basic understanding of FDCPA, TCPA, and Credit Reporting