Teams at Beyond Finance

The Client Retention Specialist assists clients in financial hardship programs by educating them about options, deescalating issues, and retaining their business through effective communication and problem-solving.

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.

Sales Representatives assess clients' financial situations and provide tailored debt consolidation options while ensuring compliance and building trust with clients. No cold calling is involved.