At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.
While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About the Role
Our Negotiations Escalations Specialists play a key role in the success of our clients becoming free of debt. Working on behalf of clients, you will coordinate efforts to help negotiate delinquent accounts placed with Law Firms for the best possible savings.
This role requires the judgment to interpret legal correspondence — summonses, complaints, and settlement demands — and translate it into an informed negotiation strategy, all while operating within a strict regulatory and compliance framework. The ideal candidate is a sharp communicator and relationship-builder who is comfortable working under legal deadlines and pressure, and who takes real satisfaction in helping clients move toward financial freedom.
What You’ll Do
- Establish and maintain strong relationships with attorneys and paralegals at Law Firms to effectively negotiate delinquent accounts on behalf of clients to cease further legal action.
- Manage a portfolio of accounts simultaneously — including escalated portfolios with active lawsuits or imminent legal action
- Utilize various tools and resources to consolidate common debts from multiple clients, enhancing negotiation leverage with agencies.
- Secure favorable terms including reduced balances, extended payment timelines, or lump-sum discounts.
- Demonstrate excellent time management and multitasking skills to efficiently manage account queues.
- Handle approximately 25-35 outbound/inbound calls daily (minimum of 4 hours a day of on the phone time)
- Review legal documents (such as summons, complaints, and settlement demands) to determine legal status and to confirm settlement status.
- Consistently exhibit a genuine passion for helping others, with a strong focus on meeting clients' needs.
- Participate in additional duties and special projects as required.
- Consistently meet or exceed monthly settlement and compliance goals.
Qualifications
- Bachelor’s degree in a relevant field (e.g., Business Administration, Finance, Banking, Actuarial Science) or relevant work experience is preferred.
- Exceptional communication skills, including listening, verbal, and written abilities.
- Proven success working in a metrics-driven, KPI focused environment is preferred.
- Ability to thrive in a fast-paced environment.
- Strong commitment to teamwork, collaboration, and fostering an inclusive environment.
- A deep passion for assisting others, with a client-focused approach.
- Proficiency in technology; experience with Salesforce or similar CRM systems is a plus.
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.
Skills Required
- Interpret legal correspondence such as summonses, complaints, and settlement demands to determine legal status and settlement options.
- Negotiate delinquent accounts with attorneys and paralegals at law firms to secure favorable settlement terms.
- Manage a portfolio of accounts, including escalated portfolios with active lawsuits or imminent legal action.
- Handle approximately 25-35 outbound/inbound calls daily, with a minimum of 4 hours per day on the phone.
- Consistently meet or exceed monthly settlement and compliance goals.
- Bachelor's degree in a relevant field or relevant work experience.
- Exceptional listening, verbal, and written communication skills.
- Proven success working in a metrics-driven, KPI-focused environment.
- Ability to thrive in a fast-paced environment and manage time effectively.
- Strong commitment to teamwork, collaboration, and fostering an inclusive environment.
- Client-focused approach with a passion for assisting others.
- Proficiency in technology; experience with Salesforce or similar CRM systems.
What the Team is Saying
Beyond Finance Compensation & Benefits Highlights
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Leave & Time Off Breadth — PTO is described as unlimited for salaried employees, with hourly staff accruing annual days plus paid holidays. A remote‑first setup with hybrid options supports practical use of time off.
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Healthcare Strength — Health coverage spans medical, dental, and vision with multiple plan choices, alongside short‑ and long‑term disability and FSA/HSA options. Eligibility for health benefits is indicated to begin shortly after hire.
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Retirement Support — A 401(k) match with immediate vesting indicates accessible long‑term savings support. Immediate vesting underscores dependable employer participation from the start.
Beyond Finance Insights
What We Do
Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer. But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a healthy work-life balance, and continued support.
Why Work With Us
Our people make a real impact — on our organization as a whole, but also on the lives of thousands of Americans. Beyond Finance offers you the chance to have your voice heard, help people, and grow in a collaborative, uplifting environment.
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Beyond Finance Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Beyond Finance operates on a hybrid model. Employees work onsite 2–4 days per week, depending on specific team requirements. We believe working together in person drives better communication, collaboration, and results.
