Customer Service and Collections Specialist (Local Remote Available)

American Bank Remote
customer service remote payments finance team equipment finance customer service sales crm management financial communication administrative
January 24, 2023
American Bank
Bee Cave, TX
FULL_TIME
Join Our Team at ACG Equipment Finance

Join a premier commercial finance company that provides unparalleled opportunities for personal and professional growth. Our team is made up of talented and diverse professionals who share our core values, demonstrate a true passion for what they do in the office, and make every decision with integrity. We offer an exciting and demanding work environment that is built upon the principles of integrity and excellence. Our approach to success is simple: Build a world-class team by attracting and retaining the brightest and most talented financial professionals in the industry.

Commercial equipment finance and providing business loans is what we do. We are laser-focused on understanding our customer's businesses and needs so we can follow through on our passion for helping business owners achieve their goals, by building stronger and more profitable businesses. We help businesses grow and we push the economy forward. The work you do at ACG Equipment Finance will have an impact. We are actively building the brightest and most dynamic business capital company in the nation. If you are an upwardly motivated individual who is passionate about taking care of customers, then we want you to be on our team!

Summary

The Customer Service and Collections Specialist is responsible for providing critical support in our Customer Service and Asset Management department by communicating customer contract related details, resolving after-sale inquiries with accuracy and efficiency, obtain outstanding customer documents, identifying early-stage delinquent customers, assessing applicable fees, and providing internal support and strong communication to all departments.

We are seeking a highly coachable person who believes in providing exceptional internal and external customer service while consistently earning our clients' trust and satisfaction. The ideal candidate must be detailed-oriented and an excellent communicator with high-level administrative, communication, and analytical abilities who can accurately process and interpret sensitive financial information. Ultimately, you will help establish our reputation as a company that offers excellent customer support during all sales and after-sales procedures.

Handling customer communications in a professional and timely manner, including incoming calls, e-mails, and written correspondence.

Reviewing records for accuracy and handling disputes to make sure that account information is entered and maintained appropriately.

Communicate with multiple departments to maintain accurate and updated information on client accounts and payments, as required.

Act as a liaison between origination and risk management teams by fielding questions from sales representatives and funding coordinators, and/or tracking post funding open items.

Process billing and insurance inquiries, and contact customers regarding recently returned payments or open items post funding.

Investigate, troubleshoot, and respond to customer questions from contract details to complains.

Assist with the review, preparation, and execution of company asset & portfolio sales, including communicating regularly with asset & portfolio sale funding partners.

Ensure funded contracts are appropriately marked and updated after booking, including reviewing contracts for potential sale.

Occasionally assist funding department by completing customer verbal authorizations.

Identify delinquent accounts with overdue payments and keeping records of the amount owed.

Contact delinquent customers to address overdue payments, determine outstanding debt reason, and encourage on-time payments.

Processing customer payments, returned payments, and account adjustments where appropriate.

Partner with internal teams to maintain a cohesive team atmosphere to best serve the customer.

Assist with other administrative duties, including CRM data entry and CRM database as assigned.

Maintain a working knowledge of company policies and procedures.

Additional duties as required.

High school diploma or equivalent; college degree preferred.

A minimum of 2 years' experience in a customer service/collections environment.

Previous experience in equipment/auto/mortgage finance or similar preferred.

Self-starter with ability to proactively manage daily responsibilities for assigned tasks.

Strong verbal and written skills required.

Ability to interact with customers, vendors, lenders, and management in a professional manner.

Positive attitude, ability to work well under pressure, and a high degree of professionalism.

Must be able to multi-task responsibilities with high attention to detail.

Microsoft Office (Word, Excel and Outlook).

Familiar with CRM systems and practices, Salesforce CRM preferred.

ACG Equipment Finance is an Equal Opportunity Employer

ID: 2088

# of Positions: 1

External Company Name: American Bank

External Company URL: www.americanbank.com

Street: 14425 Falcon Head Blvd

Post End Date: 2/28/2023

Overview: Join Our Team at ACG Equipment Finance

Join a premier commercial finance company that provides unparalleled opportunities for personal and professional growth. Our team is made up of talented and diverse professionals who share our core values, demonstrate a true passion for what they do in the office, and make every decision with integrity. We offer an exciting and demanding work environment that is built upon the principles of integrity and excellence. Our approach to success is simple: Build a world-class team by attracting and retaining the brightest and most talented financial professionals in the industry.

Commercial equipment finance and providing business loans is what we do. We are laser-focused on understanding our customer's businesses and needs so we can follow through on our passion for helping business owners achieve their goals, by building stronger and more profitable businesses. We help businesses grow and we push the economy forward. The work you do at ACG Equipment Finance will have an impact. We are actively building the brightest and most dynamic business capital company in the nation. If you are an upwardly motivated individual who is passionate about taking care of customers, then we want you to be on our team!

Summary

The Customer Service and Collections Specialist is responsible for providing critical support in our Customer Service and Asset Management department by communicating customer contract related details, resolving after-sale inquiries with accuracy and efficiency, obtain outstanding customer documents, identifying early-stage delinquent customers, assessing applicable fees, and providing internal support and strong communication to all departments.

We are seeking a highly coachable person who believes in providing exceptional internal and external customer service while consistently earning our clients' trust and satisfaction. The ideal candidate must be detailed-oriented and an excellent communicator with high-level administrative, communication, and analytical abilities who can accurately process and interpret sensitive financial information. Ultimately, you will help establish our reputation as a company that offers excellent customer support during all sales and after-sales procedures.

Responsibilities: Handling customer communications in a professional and timely manner, including incoming calls, e-mails, and written correspondence.
Reviewing records for accuracy and handling disputes to make sure that account information is entered and maintained appropriately.
Communicate with multiple departments to maintain accurate and updated information on client accounts and payments, as required.
Act as a liaison between origination and risk management teams by fielding questions from sales representatives and funding coordinators, and/or tracking post funding open items.
Process billing and insurance inquiries, and contact customers regarding recently returned payments or open items post funding.
Investigate, troubleshoot, and respond to customer questions from contract details to complains.
Assist with the review, preparation, and execution of company asset & portfolio sales, including communicating regularly with asset & portfolio sale funding partners.
Ensure funded contracts are appropriately marked and updated after booking, including reviewing contracts for potential sale.
Occasionally assist funding department by completing customer verbal authorizations.
Identify delinquent accounts with overdue payments and keeping records of the amount owed.
Contact delinquent customers to address overdue payments, determine outstanding debt reason, and encourage on-time payments.
Processing customer payments, returned payments, and account adjustments where appropriate.
Partner with internal teams to maintain a cohesive team atmosphere to best serve the customer.
Assist with other administrative duties, including CRM data entry and CRM database as assigned.
Maintain a working knowledge of company policies and procedures.
Additional duties as required.

Qualifications: High school diploma or equivalent; college degree preferred.
A minimum of 2 years' experience in a customer service/collections environment.
Previous experience in equipment/auto/mortgage finance or similar preferred.
Self-starter with ability to proactively manage daily responsibilities for assigned tasks.
Strong verbal and written skills required.
Ability to interact with customers, vendors, lenders, and management in a professional manner.
Positive attitude, ability to work well under pressure, and a high degree of professionalism.
Must be able to multi-task responsibilities with high attention to detail.
Microsoft Office (Word, Excel and Outlook).
Familiar with CRM systems and practices, Salesforce CRM preferred.

ACG Equipment Finance is an Equal Opportunity Employer

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