Concord Servicing

Operations

• Promptly address corporate client requests, prioritizing customer satisfaction.
• Process client payments, returns, and chargebacks within the system, ensuring accurate fund allocation.
• Analyze transactions, new sales, and support cases for KPI’s and client executive reporting.
• Validate data files to detect and correct potential errors.
• Upload sales data to the system, ensuring compliance with client specifications and expectations.
• Maintain organized, secure documentation in line with company privacy and security protocols.
• Conduct regular audits to ensure consumer information accuracy for corporate clients.
• Collaborate with cross-functional teams to resolve operational issues and optimize processes.
• Propose process improvements related to client management and payments to enhance efficiency and customer experience.
• Effectively communicate with corporate clients in both English and Spanish to ensure clarity and effective service.

Data Operations Analyst

Events

• You own the programs that put Concord in front of the right accounts. Industry conferences. Hosted events. ABM campaigns. Partner co-marketing. You build the engine that creates a qualified pipeline from target accounts in the specialty finance and capital markets.

Events Marketing Manager

• - Manage and execute all company communication requests via a centralized process.
• - Support setup, testing, and deployment of communication templates.
• - Collaborate with internal teams and external clients to define project requirements and timelines.
• - Manage incoming communication requests using JIRA.
• - Support monthly reporting and documentation of communication activities.
• - Assist in reviewing vendor invoices and maintaining billing records.
• - Execute and monitor Solutions by Text (SBT) campaigns.
• - Manage workflows within vendor platforms, including HTML-based systems.
• - Assist in integrating new businesses into existing communication processes.
• - Participate in initiatives to improve processes and client experience.

Communications Operations Specialist

Analyst

• Manage the Lien Inquiry Inbox (HubSpot) for timely responses to stakeholders.
• Research UCC filing statuses and address inquiries related to filings and requests.
• Coordinate with clients on lien documentation and special handling needs.
• Maintain logs and documentation for case resolutions.
• Prepare subordination documents for review and approval.
• Verify lien details, including debtor information and collateral descriptions.
• Ensure compliance with state and federal UCC filing regulations.
• Support UCC filings and terminations under the UCC / Lien Manager's direction.
• Identify process bottlenecks and suggest automation or workflow improvements.
• Assist in user acceptance testing (UAT) for system enhancements.
• Support client onboarding by preparing data templates and validating uploads.
• Provide feedback to the Manager on recurring issues and training needs.

UCC-Lien Analyst

Marketing

• Build presentations for sales, client services, executive meetings, and marketing,
• Convert dense financial content into clear visual narratives.
• Create and maintain templates, icons, charts, and reusable assets.
• Work directly with US-based teams to understand objectives and refine messaging.
• Manage competing deadlines across multiple stakeholders.
• And more.

Marketing Communication Designer

Content Writer

• **What You'll Do**
• - Write thought leadership content: articles, blog posts, and LinkedIn content that demonstrates Concord's expertise
• - Develop whitepapers and guides on topics like portfolio administration, backup servicing, and credit facility management
• - Create case studies that translate client successes into compelling narratives
• - Write and refine website copy, landing pages, and product messaging
• - Develop email campaigns, nurture sequences, and sales enablement content
• - Write advertising copy for digital campaigns and industry publications
• - Research industry trends, regulatory changes, and competitive positioning to inform content strategy
• - Interview internal SMEs and translate technical knowledge into audience-appropriate content

• Provide support as liaison between the Financial Department and the various departments within Concord.
• Manage the detailed reconciliation of client related bank accounts including client banking research.
• Recommend new approaches, policies and procedures to effect continual improvement and efficiency. Identify opportunities for process and control enhancements to ensure risks are adequately mitigated.
• Review, modify and document changes to internal procedures relating to the position.
• Use appropriate judgement in upward communication regarding identified inconsistencies.
• Ability to react to change productively and handle other tasks as assigned.

Junior Revenue Analyst

Collections

• Review and develop collection strategies for accounts over 90 days past due, focusing on full payments, cash settlements, or appropriate payment plans.
• Utilize effective collection and negotiation techniques to mitigate losses prior to charge-off and litigation.
• Negotiate forbearance and restructure agreements; refer cases requiring legal action to the Asset & Litigation specialist.
• Timely refer repossession of leased equipment and provide input for final equipment sales to the Asset & Litigation specialist.
• Assist in the litigation process to ensure timely filing of lawsuits.
• Manage bankruptcies by filing timely proofs of claim and communicating with debtors' counsel and Bankruptcy Trustees.
• Conduct asset searches and skip tracing as necessary.
• Document collection efforts and account strategies in CMARS and maintain organized correspondence files.
• Keep management updated on significant developments related to account activities.
• Ensure compliance with internal policies and utilize outside collection agencies when appropriate.
• Maintain accurate records and provide timely updates for management reporting.
• Perform other assigned duties as needed.

Workout Specialist – Advanced Collections

Compliance

• Assist in the development, implementation, and monitoring of ThirdParty Risk Management program
• Monitor and support documented risks, the risk register, and risk reviews
• Support the maintenance and enhancement of policies and procedures
• Conduct risk assessments and identify areas for improvement
• Collaborate with cross-functional teams to ensure compliance with regulatory requirements and internal policies
• Provide support in tracking and reporting on compliance metrics
• Stay up to date with industry regulations, standards, and best practices

GRC Analyst

Account Manager

• - Develop and maintain strong relationships with assigned client accounts.
• - Act as the main point of contact for clients, addressing their needs and concerns.
• - Gain a deep understanding of clients' business objectives and provide strategic guidance and support.
• - Identify growth opportunities within client accounts and collaborate with internal teams to implement strategies.
• - Monitor and analyze client performance metrics.
• - Prepare and present regular reports and updates to clients on account status and progress.
• - Ensure timely and accurate delivery of services to clients.
• - Resolve client issues and disputes in a timely and satisfactory manner.