The Client Inventory Specialist verifies, processes, and analyzes account inventory while ensuring efficient system operations and resolving issues. They manage data, support clients, and perform data integrity audits.
Why TrueAccord?
TrueAccord, a wholly owned subsidiary of TrueML, is a category-defining company. We combine machine learning with a human-based approach to transform debt resolution and to get people on the path towards financial health. Every year, more than 70 million Americans have negative experiences dealing with debt. We are changing this by providing personalized digital experiences that guide lenders and consumers through this challenging financial process.
With a world-class leadership team, passionate team members, and proprietary predictive models trained on years worth of transactional data, TrueAccord is well-positioned to deliver on a huge opportunity: helping millions of consumers to regain and keep their financial footing while lowering the cost of doing business for creditors across many industries.
The Role:
The Client Inventory Specialists are responsible for gathering, verifying, processing, and analyzing account inventory and to ensure all system processes relating to inventory are performing as expected. This requires attention to detail, an adherence to processes and an additional focus on issue resolution.
The Client Inventory Specialists may perform technical tasks, such as identifying and troubleshooting technical issues, which may require ticket generation.
To be a successful Client Inventory Specialist, you should demonstrate strong teamwork, analytical, and communication skills. You should also demonstrate a solid understanding of relevant technologies. You must be a solution-oriented thinker, who is able to translate client expectations into action.
Benefits & Perks
- Everything you need to work remotely
- Unlimited PTO
- Medical/dental/vision insurance
- 401k through Charles Schwab
- Flexible Spending Account, Limited FSA, and Health Savings Account- with an eligible health care package.
- Company-paid short-term and long-term disability plus basic life insurance.
- Family-friendly maternity and paternity leave
- Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!
- PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide.
- Paid time off to do volunteer work in your community.
- Access to the Wellness Coach app for you and 5 family members
Principal Duties & Responsibilities
- Ensuring processes and tasks are carried out efficiently and effectively
- Deliver on established goals and SLAs
- End-to-end client support/controls for implementations, placements and defect remediation
- Inbound and outbound data management & file transfer
- Monitoring of daily, weekly, monthly controls
- Assessing client feedback and using your creativity to establish, improve, and refine services
- Remaining organized and meeting deadlines
- Perform extracting, importing, and exporting of data in various database applications.
- Identifying client needs and overseeing service delivery
- Assist in implementation, testing, and validating data and software systems.
- Perform data analysis of key problem areas to assist in root cause analysis.
- Audit data on a regular basis to ensure data integrity and quality.
Required Skills
- Exceptional communication and interpersonal skills
- Ability to work in a fast paced and changing environment
- Comfortable working in and understanding multiple technical systems
- Competency using general record keeping and accounting software including Google Sheets, and Excel
- Ability to translate data into business insights
- Solution-oriented problem solver
- Strong interpersonal skills and ability to work effectively, both in a team environment and across functions
- Attention to detail and accuracy while maintaining a solid awareness of the big picture are extremely important
- Must be able to work effectively with little direct supervision and in the face of ambiguity, shifting priorities, and multiple deadlines
Experience/Education
- 1+ year of business operations experience or an Associate’s Degree
Very Nice to Have
- 3+ years of relevant business operations experience
- Experience in the financial services industry, with major bonus points coming from relevant experience in the debt collections space
- Competency with data visualization or business intelligence tools such as Looker, Tableau, or Power BI
- Familiarity with a statistical language, such as SQL or Python
- Experience with scenario planning (i.e., “What if” analyses), including the successful use of assumptions in place of key data points
- Ability to use data-driven insights to influence process improvements and controls
We are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueAccord and make a difference.
Our Dedication to Diversity & Inclusion
TrueML and TrueAccord are equal-opportunity employers. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions, and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
For California Applicants: we collect personal information for employment purposes. We do not sell personal information. Most of the information we have is provided to us by you and/or collected as part of the employment process. For more details on how we use, share, and delete personal information see our Privacy Policy.
Top Skills
Excel
Google Sheets
Looker
Power BI
Python
SQL
Tableau
Similar Jobs at TrueML
Fintech • Machine Learning • Social Impact • Software • Financial Services
Lead and optimize business operations through AI and automation strategies, transforming workflows, enhancing performance, and managing change.
Top Skills:
AIConfluenceExcelIdpLookerLucidchartMlNlpPower AutomateRpaSQLTableauUipathVisio
Fintech • Machine Learning • Social Impact • Software • Financial Services
Lead the transformation of operations by implementing AI and automation strategies to optimize workflows, enhance performance, and drive efficiency across teams.
Top Skills:
Ai (NlpAutomation Anywhere)ConfluenceExcelIdp)LookerLucidchartMlRpa Platforms (UipathSQLTableauVisio
Fintech • Machine Learning • Social Impact • Software • Financial Services
The Staff Engineer will lead the development of an AWS-powered integration framework, tackling complex technical challenges, and ensure high-quality software delivery while mentoring other engineers.
Top Skills:
AWSDockerGoJavaKubernetesPythonScala
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
