Teams at Beyond Finance

Handle inbound calls to deescalate and retain clients enrolled in financial hardship programs. Educate clients on program benefits, assess financial situations, record interactions in CRM, negotiate solutions, meet retention targets, and provide empathetic customer service.

Handle inbound calls to retain clients enrolled in Beyond Finance hardship programs by educating, empathizing, deescalating, assessing financial situations, using the CRM to document interactions, offering customized solutions, and meeting retention targets while delivering best-in-class customer service.

Negotiate delinquent accounts on behalf of clients to maximize savings, build and maintain relationships with external partners, manage client finances and account queues, use tools to consolidate debts for negotiation leverage, provide client guidance, and participate in special projects to support client outcomes.