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Member Services
Guiding our members through every step of their financial journey with empathy and expertise.
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Employee Reviews
Our member services team is at the heart of what we do every day. From onboarding and new account set up to answering pressing questions, you’ll support and coach our members throughout their financial journey. You’ll be there every step of the way to provide empathy, care, and guidance when it’s needed most.
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Whether you’re looking for a new career or a chance to lead a group of passionate people, the member services team is a great place to begin at Achieve. Team members often see exponential growth and leadership opportunities within their first 90 days. We’re dedicated to providing you the resources you need to take your career to the next level, no matter what your goals are. On this team, you’re creating a better tomorrow for our members while making your own future just as bright.
What People Are Saying About Achieve
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Mission & Purpose: Feedback suggests Member Services work centers on helping people navigate debt and regain control of their finances, making the role feel meaningful. The team is positioned to guide members through every step of their journey, reinforcing visible impact.
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Team Support: Colleagues are often seen as empathetic and collaborative, with approachable supervisors and peer mentors available during tough calls. Regular coaching and knowledge-sharing help teammates handle complex, emotionally difficult interactions.
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Career Growth: Feedback suggests the team encourages internal mobility and pursuing other roles. Structured training, mentorship, and early advancement stories indicate tangible paths forward from frontline roles.
What People Are Saying About Achieve
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Work-Life Balance: Roles connected to the San Mateo office are described as offering hybrid or flexible remote setups that many view as a meaningful perk. This flexibility is explicitly cited in materials that reference San Mateo alongside other hubs.
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Mission & Purpose: Teams in San Mateo are positioned within a mission centered on guiding members through financial stress with empathy and care. This member-first orientation frames daily work as directly improving people’s financial lives.
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Career Growth: Employees in San Mateo are part of a culture that emphasizes structured training, mentorship, and internal mobility from frontline roles into higher-level positions. Company materials highlight Member Services as a launchpad for advancement.
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Fintech • Professional Services • Sales • Financial Services
Sell personal loans to warm leads through high-volume phone and email outreach. Educate prospects, identify financial needs, guide applicants through the loan process, collect documentation, and move transactions through underwriting. Manage an active sales pipeline, meet weekly and monthly performance goals, and maximize commission earnings through a consultative, high-energy approach. The role includes training in Tempe, Arizona, followed by a hybrid schedule.
Fintech • Professional Services • Sales • Financial Services
Leads and supervises mortgage advisor sales agents, ensuring sales goals, KPIs, regulatory requirements, underwriting standards, and operational targets are met. Responsibilities include coaching, training, performance management, sales reporting, process improvement, delegation, and collaboration with sales support teams. The role requires mortgage sales leadership experience, active NMLS registration, applicable state licensing, and knowledge of mortgage products and underwriting guidelines.
Fintech • Professional Services • Sales • Financial Services
Reviews creditor documents, researches and updates account information, contacts creditors by phone and email, processes authorization and power-of-attorney requests, and prepares enrolled accounts for debt settlement. The role requires accurate multitasking, deadline management, attention to detail, and achievement of individual and team performance metrics while supporting multiple business units.
