Debt Solution Manager
About the Company
David Sklar & Associates Inc. is a supportive and caring firm of Licensed Insolvency Trustees that help people struggling with debt through a wide range of services such as Consumer Proposals, Division 1 Proposals, Bankruptcy & Credit Counseling. The team consists of knowledgeable, experienced, caring individuals who all have the same goal, to help you take control of your financial problems and Live Your Best Life™ Debt Free. Since 1997, David Sklar & Associates has grown to include multiple offices throughout Ontario and has helped thousands of people get out of debt. Come join our family!
Responsibilities:
- Conduct initial interviews
- Confirming booked appointments
- Review interview forms, and prepare files and documents to input into of our insolvency software (Ascend)
- Updating and following up on your leads with our sales process inside our CRM
- Responding to emails, voicemails and text questions and/or concerns
- Handle all walk-in clients with payments, dropping off documents etc.
- Conduct counselling sessions
- Take prospect calls
- Assist debtors and creditors, both in person and by telephone, as it pertains to insolvency filings
- Open and close office daily
- Develop and network business relationships
- Maintain & continue to grow referral source
Required Experience:
- Minimum of 3-5 years of previous Insolvency experience
- Completed BIA counselling course
- Knowledge of Ascend software would be a definite asset
- Ability to prioritize and manage multiple tasks and a variable workload, as required
