Jobs near Mesa, AZ

Job Family: Business Operations

Responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk. Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company.

Job Function: Auto Loan & Lease Collections

Accountable for the day-to-day support of consumer loan and lease accounts in all stages and statuses in order to ensure that payments are received in a timely manner and to minimize losses. Ensures adherence to internal policy and external regulations. Supports respectful customer experiences throughout life of loan.

Summary of Responsibilities:

The Manger, Auto Loan & Lease Collections is responsible for ensuring a high level of customer service throughout the team's collections efforts. The goal of the team is to protect our stakeholders while finding the right solutions for customers who are having financial difficulty. The incumbent works to reduce financial Risk and manages performance, staffing, efficiency, quality, process, compliance, and elements of strategy.

Essential Functions:

• Oversees day-to-day collections operations.


• Achieves KPI’s for collections on past due loans.


• Supports compliance efforts by creating processes to meet all regulatory requirements


• Manage resources to effectively handle volume in real-time (scheduling, blending dialer utilization, etc.)


• Supports Quality Assurance efforts with solid training, coaching, and personal development of your team


• Performs additional functions and/or stretch assignments as delegated


• Creates individual strategies to improve the performance of the Collections Team.


• Recommends & establishes efficient processes to obtain collection goals, including costs


• Recommends reporting to ensure productivity goals and strategy can be measured


• Documents employee activity including attendance, training, and other employee-related issues.


• Recommends improvements and takes necessary actions to make updates to policies, procedures as needed to ensure an effective team.


• Trains and helps develop staff to written standard based on subject matter expertise.


• Manages the processing of all incoming work, and oversee subordinate staff members, all in an accurate and timely manner.


• Runs performance reports related to budget, process performance.


• Monitors associates’ calling queues and volume to ensure accounts are worked according to business strategy and within Quality Assurance guidelines.


• Demonstrates situational awareness with a strong sense of urgency by responding immediately to escalated issues and rapidly changing priorities.


• Operates within established budget.


• Monitors electronic time keeping system for all direct reports to ensure integrity as well as resolves issues such as missed punches, overtime, and PTO prior to the end of each payroll cycle.


• Identifies, minimizes, and escalates risk where appropriate.


• Monitors and resolves high-risk accounts.


• Compiles and analyzes statistical data relative to productivity.


• Provides oversight and assistance in the management of 3rd party vendors and service providers for Consumer Operations.


• Reviews action of control and exception reports and ensures breaks are researched and resolved per agreed department standards. For unresolved items, provides detailed commentary and explanations for discrepancies including estimated time frames for resolution.


• Discusses and reviews call/account and/or collection activity regularly with staff to ensure practices in accordance with all state and federal laws.


• Directly supervises, trains, and develops staff in customer service and collection skills and competencies to maximize productivity, the potential of collecting delinquent accounts, and providing one call resolution.

Other Functions:

• Other duties as assigned.

Supervisory Responsibilities:

Manages subordinate managers and professional staff. Is responsible for the strategic guidance, development and evaluation of employees. Carries out supervisory responsibilities in accordance with Santander’s policies and applicable laws.

Requirements:

• Education -
  
  
  • Bachelor's Degree: Business, Finance, Economics, or equivalent degree.
  
  
  • or equivalent work experience
  
  
  
  


• Experience -
  • 5-9 years Auto finance industry experience.
  
  


• Skills & Abilities -
  
  
  • Must have a working knowledge of Automobile Lease and Commercial rules, regulations and collection policies and procedures.
  
  
  • Demonstrated leadership and management skills, including training and mentoring skills to coach the staff.
  
  
  • Excellent communication, negotiation, sales and closing skills a must.
  
  
  • Strong industry/product knowledge.
  
  
  • Excellent written and verbal communication skills
  
  
  • Strong computer skills - Internet , Word, Excel
  
  
  • Strong leadership/management skills
  
  
  • Ability to maintain confidentiality.
  
  
  • Ability to multi-task and meet strict deadlines.
  
  
  • Ability to lead, influence and direct peers, subordinates and management.
  
  
  • Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure.
  
  
  • Ability to convey a sense or urgency and drive.
  
  
  • Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
  
  
  • Superior analytical, problem-solving and organizational skills
  
  
  • Exceptional critical thinking, problem solving, decision-making, and influencing skills
  
  
  • Excellent organizational skills, attention to detail, personal ownership and drive towards results
  
  
  • Demonstrated ability to establish and enhance processes to improve business results
  
  
  • Proven ability to leverage technology in business operations
  
  
  
  

Working Conditions:

• Frequently: Minimal physical effort such as sitting, standing, and walking.


• Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.


• Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

• This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.


• The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Job Family: Customer Service

Acts as first point of contact for consumer and small- to medium-sized clients. Assists clients with resolving product, service or billing issues, opening or closing accounts, processing transactions, logging requests, and escalating complex issues to the appropriate team for timely resolution. Sells targeted products/services as part of client-initiated interactions.

Job Function: Customer Service

Acts as first point of contact for consumer and business clients. Assists clients with resolving product, service or account issues, opening or closing accounts, processing transactions, logging requests, and escalating complex issues to the appropriate team for timely resolution. Sells targeted products/services as part of client-initiated interactions. Responsible for maintaining operational integrity.

Summary of Responsibilities:

The Manager, Customer Service is responsible for solving complex, multi-faceted problems facing day-to-day operations, ensuring quality and efficiency of the customer service department through daily management of team members and delivering simplified solutions that will allow the department to seamlessly provide exceptional customer service. S/he will also support business leaders and senior management in the implementation and execution of business strategy and growth initiatives for the Customer Service department.

Essential Functions:

• Provides ongoing operational development, leadership, coaching and training to front line Customer Service representatives.


• Organizes daily work flow and appropriate staffing for Customer Service team.


• Coordinates and manages the implementation of major initiatives impacting customers and the Customer Service team.


• Leads initiatives for customer service including risk mitigation, operational quality and continuous improvement.


• Develops effective service concepts to ensure the team meet or exceed established departmental goals, while maintaining compliance to policies, code of ethics, and all Federal, State and local laws,.


• Ensures Customer Service team consistently adheres to Company policies and procedures, code of ethics and all Federal, State and local laws.


• Coaches the team to achieve customer loyalty through reduction of customer effort, issue and problem resolution, and delivering service excellence.


• Mitigates risk by ensuring direct and indirect reports adhere to federal regulations and Company policies.


• Prepares staff to provide appropriate levels of support to customers, both internal and external.


• Manages performance issues as needed to ensure associates meet or exceed minimum department expectations.


• Monitors and analyzes various management information reports to identify problem areas, ways to improve resources allocation and ensure proper implementation of strategic plans.


• Monitors and evaluates service performance to ensure first call resolution and quality standards are met or exceeded to create customer loyalty.


• Leverages relationships with internal business partners to improve performance efficiencies and identify process improvements.


• Monitors and maintains compliance requirements and code of ethics.

Other Functions:

• Other duties as assigned.

Supervisory Responsibilities:

Manages subordinate managers and professional staff. Is responsible for the strategic guidance, development and evaluation of employees. Carries out supervisory responsibilities in accordance with Santander’s policies and applicable laws.

Requirements:

• Education -
  
  
  • Bachelor's Degree
  
  
  • or equivalent work experience
  
  
  
  


• Experience -
  • 5-9 years Management/leading of a Customer Service/ Customer Support function.
  
  


• Skills & Abilities -
  
  
  • Practical knowledge of Customer Service best practices, identification, resolution and implementation.
  
  
  • Ability to build relationships and trust with team members and customers.
  
  
  • Ability to develop goals and consistently seek learning opportunities in order improve.
  
  
  • Ability to convey a sense or urgency and drive.
  
  
  • Ability to make effective decision making on complex matters.
  
  
  • Ability to multi-task and meet strict deadlines.
  
  
  • Ability to lead, influence and direct peers, subordinates and management.
  
  
  • Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure.
  
  
  • Ability to analyze risk and design efficient control practices to minimize risk.
  
  
  • Ability to adjust to new developments/changing circumstances.
  
  
  • Excellent critical thinking skills with the ability to be adept in identifying and resolving complex customer service problems.
  
  
  • Excellent interpersonal, supervisory, and customer service skills required.
  
  
  • Excellent written and verbal communication skills.
  
  
  • Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
  
  
  • Superior analytical, problem solving and critical thinking skills.
  
  
  
  

Competencies:

• Change Orientation - Flexibility:
  • Proficient - Applying and Executing
    
    
    • Adapts quickly to change and makes suggestions for increasing the effectiveness of change
    
    
    • Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands
    
    
    • 
      
      
       
    
    
    
    
  
  


• Collaboration - Teamwork:
  • Proficient - Applying and Executing
    
    
    • Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
    
    
    • Provides assistance and coaches less experienced team members
    
    
    • 
      
      
       
    
    
    
    
  
  


• Customer Focus - Customer Satisfaction:
  • Proficient - Applying and Executing
    
    
    • Assesses problem situations and initiates effective interventions that result in customer satisfaction
    
    
    • Takes time to develop and maintain relationships with customers
    
    
    • 
      
      
       
    
    
    
    
  
  


• Customer Focus - Customer Understanding:
  • Proficient - Applying and Executing
    
    
    • Probes in-depth to understand the customer’s business needs
    
    
    • Explores and understands the customer's alternatives and decision criteria
    
    
    • 
      
      
       
    
    
    
    
  
  


• Execution - Accountability:
  • Proficient - Applying and Executing
    
    
    • Follows through to meet commitments to others
    
    
    • Takes responsibility for achieving strong results, despite balancing multiple complex demands
    
    
    • 
      
      
       
    
    
    
    
  
  


• Influence - Two-way communication:
  • Proficient - Applying and Executing
    
    
    • Communicates in a timely and straightforward manner
    
    
    • Probes for additional information, clarifies assumptions and confirms agreed-upon actions
    
    
    • Keeps everyone involved informed about progress and issues
    
    
    • 
      
      
       
    
    
    
    
  
  


• Problem Solving - Problem Identification:
  • Proficient - Applying and Executing
    
    
    • Identifies the component parts of a complex situation or problem and the relationship among variables that are not obvious
    
    
    • 
      
      
       
    
    
    
    
  
  


• Risk Management - Risk and Compliance Adherence:
  • Proficient - Applying and Executing
    
    
    • Communicates the importance and benefits of risk management to counterparts
    
    
    • Displays natural skepticism and curiosity to question the status quo and uncover issues
    
    
    • Adheres to a good root cause analysis process
    
    
    • 
      
      
       
    
    
    
    
  
  

Working Conditions:

• Frequently: Minimal physical effort such as sitting, standing, and walking.


• Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.


• Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

• This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.


• The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are a great opportunity for those who are looking to earn while exploring your city. As an independent contractor, you will create your own schedule with flexible hours. Sign up with us if you are looking for a fun opportunity to supplement your weekly income or for seasonal work or a part time job.

Why Postmates?
- Earn up to $15/hour
- Be your own boss and make your own schedule
- Choose how you ride (walk, bike, scoot, or drive)
- Supplement your income and earn while exploring your city

Requirements
- 18 years or older
- Valid license or state I.D.

Previous delivery or driver experience is not necessary although we welcome drivers from other delivery services or ridesharing companies such as Grubhub, Seamless, DoorDash, Eat24, Caviar, Munchery, Saucey, Google Express, AmazonFresh, Instacart, Sprig, Luxe, Zirx, Lyft, UberEats or Uber. Customer service or call center experience is also a plus in this service oriented role.

Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are a great opportunity for those who are looking to earn while exploring your city. As an independent contractor, you will create your own schedule with flexible hours. Sign up with us if you are looking for a fun opportunity to supplement your weekly income or for seasonal work or a part time job.

Why Postmates?
- Earn up to $15/hour
- Be your own boss and make your own schedule
- Choose how you ride (walk, bike, scoot, or drive)
- Supplement your income and earn while exploring your city

Requirements
- 18 years or older
- Valid license or state I.D.

Previous delivery or driver experience is not necessary although we welcome drivers from other delivery services or ridesharing companies such as Grubhub, Seamless, DoorDash, Eat24, Caviar, Munchery, Saucey, Google Express, AmazonFresh, Instacart, Sprig, Luxe, Zirx, Lyft, UberEats or Uber. Customer service or call center experience is also a plus in this service oriented role.

Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are a great opportunity for those who are looking to earn while exploring your city. As an independent contractor, you will create your own schedule with flexible hours. Sign up with us if you are looking for a fun opportunity to supplement your weekly income or for seasonal work or a part time job.

Why Postmates?
- Earn up to $15/hour
- Be your own boss and make your own schedule
- Choose how you ride (walk, bike, scoot, or drive)
- Supplement your income and earn while exploring your city

Requirements
- 18 years or older
- Valid license or state I.D.

Previous delivery or driver experience is not necessary although we welcome drivers from other delivery services or ridesharing companies such as Grubhub, Seamless, DoorDash, Eat24, Caviar, Munchery, Saucey, Google Express, AmazonFresh, Instacart, Sprig, Luxe, Zirx, Lyft, UberEats or Uber. Customer service or call center experience is also a plus in this service oriented role.

Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are a great opportunity for those who are looking to earn while exploring your city. As an independent contractor, you will create your own schedule with flexible hours. Sign up with us if you are looking for a fun opportunity to supplement your weekly income or for seasonal work or a part time job.

Why Postmates?
- Earn up to $15/hour
- Be your own boss and make your own schedule
- Choose how you ride (walk, bike, scoot, or drive)
- Supplement your income and earn while exploring your city

Requirements
- 18 years or older
- Valid license or state I.D.

Previous delivery or driver experience is not necessary although we welcome drivers from other delivery services or ridesharing companies such as Grubhub, Seamless, DoorDash, Eat24, Caviar, Munchery, Saucey, Google Express, AmazonFresh, Instacart, Sprig, Luxe, Zirx, Lyft, UberEats or Uber. Customer service or call center experience is also a plus in this service oriented role.

Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are a great opportunity for those who are looking to earn while exploring your city. As an independent contractor, you will create your own schedule with flexible hours. Sign up with us if you are looking for a fun opportunity to supplement your weekly income or for seasonal work or a part time job.

Why Postmates?
- Earn up to $15/hour
- Be your own boss and make your own schedule
- Choose how you ride (walk, bike, scoot, or drive)
- Supplement your income and earn while exploring your city

Requirements
- 18 years or older
- Valid license or state I.D.

Previous delivery or driver experience is not necessary although we welcome drivers from other delivery services or ridesharing companies such as Grubhub, Seamless, DoorDash, Eat24, Caviar, Munchery, Saucey, Google Express, AmazonFresh, Instacart, Sprig, Luxe, Zirx, Lyft, UberEats or Uber. Customer service or call center experience is also a plus in this service oriented role.

Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are a great opportunity for those who are looking to earn while exploring your city. As an independent contractor, you will create your own schedule with flexible hours. Sign up with us if you are looking for a fun opportunity to supplement your weekly income or for seasonal work or a part time job.

Why Postmates?
- Earn up to $15/hour
- Be your own boss and make your own schedule
- Choose how you ride (walk, bike, scoot, or drive)
- Supplement your income and earn while exploring your city

Requirements
- 18 years or older
- Valid license or state I.D.

Previous delivery or driver experience is not necessary although we welcome drivers from other delivery services or ridesharing companies such as Grubhub, Seamless, DoorDash, Eat24, Caviar, Munchery, Saucey, Google Express, AmazonFresh, Instacart, Sprig, Luxe, Zirx, Lyft, UberEats or Uber. Customer service or call center experience is also a plus in this service oriented role.

Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are a great opportunity for those who are looking to earn while exploring your city. As an independent contractor, you will create your own schedule with flexible hours. Sign up with us if you are looking for a fun opportunity to supplement your weekly income or for seasonal work or a part time job.

Why Postmates?
- Earn up to $15/hour
- Be your own boss and make your own schedule
- Choose how you ride (walk, bike, scoot, or drive)
- Supplement your income and earn while exploring your city

Requirements
- 18 years or older
- Valid license or state I.D.

Previous delivery or driver experience is not necessary although we welcome drivers from other delivery services or ridesharing companies such as Grubhub, Seamless, DoorDash, Eat24, Caviar, Munchery, Saucey, Google Express, AmazonFresh, Instacart, Sprig, Luxe, Zirx, Lyft, UberEats or Uber. Customer service or call center experience is also a plus in this service oriented role.

Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are a great opportunity for those who are looking to earn while exploring your city. As an independent contractor, you will create your own schedule with flexible hours. Sign up with us if you are looking for a fun opportunity to supplement your weekly income or for seasonal work or a part time job.

Why Postmates?
- Earn up to $15/hour
- Be your own boss and make your own schedule
- Choose how you ride (walk, bike, scoot, or drive)
- Supplement your income and earn while exploring your city

Requirements
- 18 years or older
- Valid license or state I.D.

Previous delivery or driver experience is not necessary although we welcome drivers from other delivery services or ridesharing companies such as Grubhub, Seamless, DoorDash, Eat24, Caviar, Munchery, Saucey, Google Express, AmazonFresh, Instacart, Sprig, Luxe, Zirx, Lyft, UberEats or Uber. Customer service or call center experience is also a plus in this service oriented role.

Summary of Responsibilities:

The Manager Business Operations reviews, monitors and directs all call/account and/or collection activities. Priorities include coaching, developing, attendance tracking, training and motivation of a team of account managers with the objective of preventing and minimizing losses.

• Directly supervises, trains, and develops staff in customer service and collection skills and competencies to maximize productivity, the potential of collecting delinquent accounts, and providing one call resolution.


• Discusses and reviews call/account and/or collection activity regularly with staff to ensure consistent practices in accordance with all state and federal laws.


• Maintains customer satisfaction, delinquency and charge-off levels.


• Identifies process improvements and procedural challenges, recommending appropriate solutions.


• Completes monthly and interim performance reviews.


• Continually evaluates and enhances workflow to implement best practices.


• Implements new approaches and concepts to ensure objectives are obtained.


• Reduces costs and increases staff’s motivation and satisfaction.


• Maintains a comprehensive working knowledge of all systems, policies and procedures.


• Documents employee activity including attendance, training, and other employee-related issues.


• Monitors associates’ calling queues and volume to ensure accounts are worked according to business strategy and within Quality Assurance guidelines.


• Plans and organizes production/collection activities based on business strategy.


• Coordinates company objectives with Skip and Reinstatement Managers.


• Monitors and resolves high-risk accounts.


• Compiles and analyzes statistical data relative to productivity.


• Monitors electronic time keeping system for all direct reports to ensure integrity as well as resolves issues such as missed punches, overtime, and PTO prior to the end of each payroll cycle.


• Continuously protects the Santander brand from negative exposure.


• Administers associate-related disciplinary actions.

• Special projects as requested


• Performs other duties as assigned

• Bachelor’s degree preferred; equivalent combination of education and experience may be substituted in lieu of degree.


• Two (2) to three (3) years customer service and/or collections experience; auto-finance experience strongly preferred.


• One (1) to three (3) years of management experience. (Internal candidates who do not meet the stated requirements for management experience (but, are otherwise qualified) may be considered for this role on a conditional basis in compliance with section 9. 3. 33 of SC’s Internal Transfer and Promotion Policy).


• Must have advanced understanding of loss prevention and collection policies and procedures and be familiar with the Fair Debt Collection Practices Act (FDCPA).


• Demonstrated leadership and management skills, including training and mentoring skills to coach the staff.


• Superior industry/product knowledge.


• Must have a working knowledge of Automobile Lease and Commercial rules, regulations and collection policies and procedures


• Excellent communication, negotiation, sales and closing skills a must.


• Excellent organizational and time management skills.


• Strong PC skills including Microsoft Office and Collection applications.


• Ability to maintain confidentiality.


• Must have a working knowledge of Automobile Lease and Commercial rules, regulations and collection Policies and Procedures

• Extended working hours may be required as dictated by management and business needs.


• Travel to multiple facilities may be required.


• May be required to lift, push, or pull materials weighing up to twenty (20) pounds.


• May be required to sit and review information on a computer screen for long periods of time.


• May require repetitive motions of the hands and wrist related to writing and typing at an electronic keyboard.


• Corporate / satellite office role.
  Employer's Rights: This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Summary of Responsibilities:

• The Manager Business Operations reviews, monitors and directs all call/account and/or collection activities. Priorities include coaching, developing, attendance tracking, training and motivation of a team of account managers with the objective of preventing and minimizing losses.

Essential Functions:

• Directly supervises, trains, and develops staff in customer service and collection skills and competencies to maximize productivity, the potential of collecting delinquent accounts, and providing one call resolution.


• Discusses and reviews call/account and/or collection activity regularly with staff to ensure consistent practices in accordance with all state and federal laws.


• Maintains customer satisfaction, delinquency and charge-off levels.


• Identifies process improvements and procedural challenges, recommending appropriate solutions.


• Completes monthly and interim performance reviews.


• Continually evaluates and enhances workflow to implement best practices.


• Implements new approaches and concepts to ensure objectives are obtained.


• Reduces costs and increases staff’s motivation and satisfaction.


• Maintains a comprehensive working knowledge of all systems, policies and procedures.


• Documents employee activity including attendance, training, and other employee-related issues.


• Monitors associates’ calling queues and volume to ensure accounts are worked according to business strategy and within Quality Assurance guidelines.


• Plans and organizes production/collection activities based on business strategy.


• Coordinates company objectives with Skip and Reinstatement Managers.


• Monitors and resolves high-risk accounts.


• Compiles and analyzes statistical data relative to productivity.


• Monitors electronic time keeping system for all direct reports to ensure integrity as well as resolves issues such as missed punches, overtime, and PTO prior to the end of each payroll cycle.


• Continuously protects the Santander brand from negative exposure.


• Administers associate-related disciplinary actions.

Other Functions:

• Special projects as requested


• Performs other duties as assigned

Requirements:

• Bachelor’s degree preferred; equivalent combination of education and experience may be substituted in lieu of degree.


• Two (2) to three (3) years customer service and/or collections experience; auto-finance experience strongly preferred.


• One (1) to three (3) years of management experience. (Internal candidates who do not meet the stated requirements for management experience (but, are otherwise qualified) may be considered for this role on a conditional basis in compliance with section 9. 3. 33 of SC’s Internal Transfer and Promotion Policy).


• Must have advanced understanding of loss prevention and collection policies and procedures and be familiar with the Fair Debt Collection Practices Act (FDCPA).


• Demonstrated leadership and management skills, including training and mentoring skills to coach the staff.


• Superior industry/product knowledge.


• Must have a working knowledge of Automobile Lease and Commercial rules, regulations and collection policies and procedures


• Excellent communication, negotiation, sales and closing skills a must.


• Excellent organizational and time management skills.


• Strong PC skills including Microsoft Office and Collection applications.


• Ability to maintain confidentiality.


• Must have a working knowledge of Automobile Lease and Commercial rules, regulations and collection Policies and Procedures

Working Conditions:

• Extended working hours may be required as dictated by management and business needs.


• Travel to multiple facilities may be required.


• May be required to lift, push, or pull materials weighing up to twenty (20) pounds.


• May be required to sit and review information on a computer screen for long periods of time.


• May require repetitive motions of the hands and wrist related to writing and typing at an electronic keyboard.


• Corporate / satellite office role.
  Employer's Rights: This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

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Overview

Join Our Virtual Tax Network!

At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling trust and confidence, and building relationships with clients, all while using state of the art tools and technology. We are hiring credentialed tax experts (CPA/EA/Practicing Attorney) to join the largest virtual tax network in the world.  Your strength as a tax professional will allow you to empower and educate people so that they can lead better lives, and get one step closer to financial freedom. As a virtual employee, you can decide whether you prefer to work from your home or your office, and flexible scheduling means you have a variety of shifts to choose from!

We are changing the way that people do their taxes, and providing world-class support from experts across the United States.  The way that we support our customers is changing, and we want you to be a part of it! Our tax experts are agile; continually learning, working, and providing guidance in new and exciting ways.  

Responsibilities

• This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers


• Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations


• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation


• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language


• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries


• Document customer interactions

Qualifications

• Must possess active credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws


• Must possess active PTIN (Preparer Tax Identification Number)


• 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software


• Professional Circular 230 judgement


• Audit experience a plus (IRS and state tax authorities)


• Proficient with technology; solid knowledge of computer operations and software


• Must have (or be willing to obtain) a dedicated internet connection and landline phone 


• Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring


• Excellent verbal and written communication skills


• Ability to work in a fast-paced environment with minimal supervision


• Critical thinking, problem solving, and determination


• Bilingual (English/Spanish) communication skills (written & spoken) a plus

For internal use: tst

Overview

Join Our Virtual Tax Network!

At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling trust and confidence, and building relationships with clients, all while using state of the art tools and technology. We are hiring credentialed tax experts (CPA/EA/Practicing Attorney) to join the largest virtual tax network in the world.  Your strength as a tax professional will allow you to empower and educate people so that they can lead better lives, and get one step closer to financial freedom. As a virtual employee, you can decide whether you prefer to work from your home or your office, and flexible scheduling means you have a variety of shifts to choose from!

We are changing the way that people do their taxes, and providing world-class support from experts across the United States.  The way that we support our customers is changing, and we want you to be a part of it! Our tax experts are agile; continually learning, working, and providing guidance in new and exciting ways.  

Responsibilities

• This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers


• Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations


• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation


• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language


• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries


• Document customer interactions

Qualifications

• Must possess active credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws


• Must possess active PTIN (Preparer Tax Identification Number)


• 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software


• Professional Circular 230 judgement


• Audit experience a plus (IRS and state tax authorities)


• Proficient with technology; solid knowledge of computer operations and software


• Must have (or be willing to obtain) a dedicated internet connection and landline phone 


• Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring


• Excellent verbal and written communication skills


• Ability to work in a fast-paced environment with minimal supervision


• Critical thinking, problem solving, and determination


• Bilingual (English/Spanish) communication skills (written & spoken) a plus

For internal use: tst

Overview

If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.  You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers.  You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities

• 
  This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 
  


• Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations


• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation


• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language


• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries


• Document customer interactions

Qualifications

• This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers


• Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations


• Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy


• Tax returns prepared, signed and delivered to customer


• Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer


• Document customer interactions


• Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes

For internal use: tst

Overview

If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.  You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers.  You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities

• 
  This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 
  


• Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations


• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation


• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language


• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries


• Document customer interactions

Qualifications

• This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers


• Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations


• Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy


• Tax returns prepared, signed and delivered to customer


• Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer


• Document customer interactions


• Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes

For internal use: tst