Velera

Operations

• Assist with lead generation by researching and qualifying potential prospects.
• Maintain and update CRM systems with accurate and timely information.
• Prepare and organize sales presentations and materials for client meetings.
• Coordinate scheduling between prospects and sales representatives.
• Track and analyze key sales metrics and pipeline activity to support data-driven decisions.
• Collaborate with cross-functional teams (Sales, Marketing, Operations) to improve processes and enhance customer experience.
• Support administrative tasks that keep sales operations running efficiently.
• Leverage CRM tools to manage and update prospect data; familiarity with systems like Salesforce or HubSpot is a plus.
• Perform other duties as assigned.

Intern – Sales Operations

Sales

• Develop and hone your skills in business during a 10-week summer internship program
• Engage with a group of peers to acquire foundational knowledge in Credit Unions and the financial industry
• Learn about Six Sigma, job search preparation, and presentation skills
• Network directly with industry leaders at Velera
• Gain real job experience and knowledge vital for a business environment

Sales Intern

Collections

• Reviews accounts in assigned queue to determine next course of action required to resolve the delinquent account.
• Utilize various skip tracing techniques and collection strategies to locate right parties
• Negotiate payment terms and methods, often requiring probing questions of the consumer in order to better understand potential objections to payment.
• Follow up on specific accounts which meets department criteria to ensure all work has been completed on said accounts
• Establish and maintain payment arrangements consistent with our established guidelines.
• Dorm, close, and make recommendations on accounts in accordance with our established guidelines.
• Make second voice calls as necessary to assist other collectors.
• Participate actively in monthly continuous improvement training sessions to assure that appropriate collections calling techniques are developed to respond to new and difficult calling situations.
• Maintain thorough knowledge of FDCPA
• Document accounts accurately and quickly
• Perform all other duties as assigned.

Intern – Sales Operations

Sales Intern

Collections Representative I