Relationship Manager - Mutual Fund Collections

Relationship Manager - MF Collections Delinquency Management: Proactively follow up with customers via phone calls, emails, and site visits to recover past-due amounts and reduce roll-rates. Customer Retention & Negotiation: Negotiate payment plans, restructuring options, or settlements while preserving customer trust and long-term business value. Portfolio Monitoring: Analyze customer accounts, monitor risk categories (e.g., early vs. late-stage buckets), and track collection efficiency. Compliance & Audit: Ensure all collection activities strictly adhere to regulatory guidelines, fair lending practices, and internal policies. Cross-Functional Collaboration: Coordinate with sales, underwriting, and customer service teams to resolve billing disputes or identify upselling opportunities

Apply for this Position