About the Job : Intugo, in partnership with a foreign company specializing in immigration legal services, is seeking a Payoff Supervisor / Payoff Specialist to manage payoff strategies and drive conversion of accounts into early settlements. This role focuses on financial analysis, negotiation, and accurate execution of payoff agreements while maintaining strict compliance with company guidelines.
Primary Responsibilities
Portfolio & Account Management :
- Review assigned accounts daily, including payment history, balances, and billing schedules
- Identify accounts eligible for payoff opportunities
- Monitor account activity and follow up on active negotiations
Financial Analysis & Payoff Calculation :
- Analyze account data to determine payoff eligibility
- Calculate payoff offers within approved financial thresholds
- Ensure 100% accuracy in financial calculations and adjustments
Negotiation & Conversion :
- Present payoff options and explain financial terms to clients
- Negotiate agreements in alignment with company guidelines
- Drive payoff conversion rates and meet performance targets
Administrative Coordination & Documentation :
- Coordinate with billing teams to adjust balances and close accounts
- Maintain accurate records of offers, acceptances, and account activity
- Track collected cash and escalate exceptions when needed
Operational Oversight (Supervisor Level) :
- Oversee payoff operations to ensure compliance and performance
- Supervise daily team workflow and productivity
- Establish and enforce payoff guidelines and thresholds
- Approve complex payoff scenarios and exceptions
- Monitor KPIs, conversion rates, and team performance
- Develop reports and dashboards to track results
- Train and coach team members on negotiation and account handling
Required Qualifications
- Experience :
- Supervisor: 2+ years of experience in Finance or Accounts Receivable leadership
- Specialist: 2+ years of experience in Finance, Billing, or Accounts Receivable
- Language :
- Fully bilingual in English and Spanish (written and verbal)
- Technical Skills :
- Advanced Microsoft Excel (filters, VLOOKUP/XLOOKUP, pivot tables)
- Core Competencies :
- Strong financial analysis and numerical accuracy
- Excellent communication and negotiation skills
- Ability to manage complex payment structures and schedules
Preferred Qualifications
- Experience with installment-based billing models
- Familiarity with Workday or similar ERP systems
- Experience with KPI tracking and reporting dashboards
Alternative Consideration
Sueldo: $20,000.00 - $28,000.00 al mes
Lugar de trabajo: Empleo presencial
📌 Pay Off Specialist Supervisor (Especialista en Liquidaciones) (Sahuaro)
🏢 Intugo
📍 Sahuaro
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