Leasing Customer Service Specialist
Required skills
- customer calls
- emails
- billing inquiries
- phone payments
- accounts receivable
- company database
- payoff quotes
- payments
- Microsoft Office
- web-based applications
Nice to have
- consumer finance
- commercial finance
Role summary
The Leasing Customer Service Specialist will handle customer inquiries via phone and email, focusing on customer service and supporting accounts receivable tasks. Responsibilities include resolving issues, responding to billing questions, accepting payments, researching accounts, documenting interactions, preparing payoff quotes, and processing payments. The role requires proficiency in Microsoft Office, strong communication and problem-solving skills, attention to detail, and the ability to manage multiple priorities. Consumer or commercial finance experience is preferred.
Description
The Leasing Customer Service Specialist will be a working team member whose focus is on customer service with support in the accounts receivable area. This position is responsible for receiving and initiating customer calls with the objective of managing customer inquiries while completing daily accounting receivable tasks.
Requirements
Essential Responsibilities
- Receive customer phone calls and emails and resolve issues/concerns
- Respond to billing inquiries and accept phone payments
- Research accounts to discover pertinent information and issues
- Document all communication with customers in the company’s database with detailed notes on the nature of each interaction and payment arrangements agreed upon.
- Respond to calls and emails from brokers, insurance companies and provide information/documentation as requested through verbal or written follow-up to ensure customer satisfaction
- Prepare payoff quotes and process incoming payoff with terminations.
- Process various payments and resolve issues/concerns
- Provide back-up assistance to the accounts receivable administrator
- Contribute to other projects or tasks assigned by management
Competencies & Qualifications
- High School diploma or equivalent
- Consumer/Commercial finance experience preferred
- Proficiency within Microsoft Office and web-based applications
- Ability to independently identify and resolve problems in a timely manner
- Bias toward organization and attention to detail
- Positive and professional written and oral communication skills
- Strong attention to detail and proofreading skills
- Ability to manage multiple priorities
- Strong work ethic and self-motivation
