Administrative - Data Entry

Posted 6 Days Ago
Tempe, AZ
Hybrid
1-3 Years Experience
Fintech • Marketing Tech • Professional Services • Financial Services
We help people control expenses, manage debt, save money, plan ahead, and make better financial decisions.
The Role
The Operations Support Agent reviews and processes documents for clients, ensuring accurate uploads to accounts. Responsibilities include data entry, updating client information, delivering quality work in a fast-paced environment, and collaborating with various departments.
Summary Generated by Built In

Job Description
An Operations Support Agent is responsible for reviewing documents within various work streams to identify key details to ensure documents are uploaded to correct client accounts.
At Achieve, we're changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 2,700 employees in mostly hybrid or work from home roles and are strategically growing our teams to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.

  • Shift Details: Monday-Friday / 6:30am-3:00pm
  • Starting Pay: $14.35/hour


What You'll Do:

  • Review physical and electronic documents received on behalf of clients and creditors
  • Perform necessary actions such as scanning documents, updating client information, or submitting customer service requests
  • Fast-paced data entry using company database and other systems
  • Exercise discretion and independent judgment concerning matters of significance
  • Work various work streams throughout the day
  • Collaborate with multiple departments to keep client information up to date and correct
  • Follow protocol to ensure the protection of sensitive client information


Qualifications

  • Experience with computers and with the Microsoft product line (Word, Excel, Adobe, Outlook, etc)
  • Ability to multi-task and produce quality work
  • Adaptable to change in a fast-paced environment
  • Previous experience working in a remote (work from home) setting preferred
  • Previous customer service experience setting preferred


Additional Information
Achieve well-being with:

  • Hybrid and remote work opportunities
  • 401(k) with employer match
  • Medical, dental, and vision with HSA and FSA
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, Virgin Pulse, Ginger Health Coaching, and fitness discounts
  • Up to $5,250 paid back to you on eligible education expenses
  • Pet insurance for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect with other employees through our six employee resource groups


Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and an empathetic touch. We put people first and treat them like humans, not account numbers.

Top Skills

Adobe
Excel
Microsoft Outlook
Microsoft Word

What the Team is Saying

Patricia
Kris
Keisha
Andy
Roman
Carrie
Jeff
Shira
The Company
HQ: San Mateo, CA
1,800 Employees
Hybrid Workplace
Year Founded: 2002

What We Do

Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score.

Our people make the biggest difference. With more than 2,500 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future.

We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day:

Care (For everyone)
Get Better (Every day)
Act With Integrity (Every time)
Collaborate (With everyone)

Why Work With Us

The technology we are building has real human impact to positively change the trajectory of millions of American families living with the crippling weight of consumer debt. Our growing teams are determined to get better every day through open collaboration and genuine family-like care for the whole person—engineers are never lost in the shuffle.

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Achieve Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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HQSan Mateo, CA
Company Office Image
Dallas, TX
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Tempe, AZ
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