In-Program Lending Team Lead

Beyond Finance is a next generation financial services company. Our goal is to provide financial peace of mind to our clients by giving them simple and transparent financial products that are customized to their individual circumstances.

We're in constant pursuit of new collaborators that will help us get to the next level. Our workforce includes celebrated, diverse talents working towards the common objective of developing something transformational for the debt relief industry.

Our team spirit and culture are what set us apart as a company. We love what we do, and we have fun doing it.

About The Role 

Our Debt Settlement Team Lead plays a strategic and critical role in the success of our clients becoming free of debt. Our Settlements Department works directly with creditors, agencies and law offices to resolve delinquent accounts in order to negotiate the best possible savings for each client. The Team Lead will work collaboratively with the Department Manager with the daily operations of the department that includes the development, analysis and implementation of processes, staffing and scheduling, training and coaching and rewards & recognition initiatives.

Roles and Responsibilities:  

• Responsible for ensuring team members are working according to established procedures and in line with department priorities
• Responsible for keeping team members on track in order to consistently achieve daily and monthly team metrics
• Act as the primary point of contact for team members regarding policies, procedures, and best practices
• Utilize and share strategies, tools, resources, positive/constructive feedback, and experience to ensure team members are continually improving and developing
• Provide feedback regarding processes and procedures, and offer solutions to improve area operations, workforce efficiency, and service to internal stakeholders
• Creates and maintains a professional, open, and engaged work environment so team members are motivated to perform at their highest level and comfortable approaching management with any issues
• Work collaboratively with the management team to help manage daily team analytics and metrics
• Responsible for maintaining a queue of client accounts and consistently achieving daily and monthly personal metrics
• Review previous day settlements and identify coaching opportunities for team members

Qualifications and Skill Requirements:

• Three months within the Settlements Department
• No PIPs or second/final written warnings within the last six months
• Excellent written, verbal and listening communication skills
• Excellent interpersonal communication skills and ability to interact within all levels or the organization
• Demonstrated ability to build and maintain relationships with both internal and external stakeholders (i.e., management, leadership, creditors, etc.)
• Able to work in a fast-paced environment while obtaining high attention to detail and accuracy in all work product and deliverables
• Demonstrated ability to be persuasive, strategic, analytical, and make sound decisions under pressure
• A true passion for helping people with an outstanding focus on the client’s needs
• Commitment to excellence and high standards
• Fosters a team environment through effective mentorship & leadership

 

The base salary range represents the low and high end of the anticipated salary range for this position. The actual base salary offered will depend on numerous factors including the individual’s skills, experience, performance, and the location where work is performed. Base salary may also be only one component of the offered competitive total rewards for this position that may also include commission, bonus, health care benefits, or other incentives. Base Salary Range$65,000—$67,000 USDWhy join us? 

We are looking for great people to join a fast-paced, growing, and innovative business. For eligible fulltime employees, we offer:

• Considerable employer contributions for health, dental and vision programs  
• Generous personal time-off 
• 401(K) match
• Merit advancement opportunities 
• Career development & training 

More importantly, our team spirit and culture are what really sets us apart as a company. We’re a world-class company that loves what we do…and we have fun doing it!

Under the California Consumer Privacy Act (“CCPA”), Beyond Finance is informing California residents who are our job applicants, contractors or prospective employees (together “job applicants”) about the categories of personal information we collect about you and the purposes for which we will use th