Respond to client inquiries and resolves issues with appropriate tools.
Analyze client disputes and offers solutions that fit both client and company needs.
Research and Resolution of customer's Loan/Lease Inquires and processes post-funding account maintenance including financial and non-financial maintenance on the Leasing system.
Assist clients with online portals as well as client specific services and products.
Process audit confirmation requests and provide liaison support with Bank property/sales tax personnel.
Protect the client and our firm by following policies and procedures for client requests, and escalating concerns to your manager.
Identify issues and assisting with solutions; acting with a sense of urgency to resolve them and understand how they were caused.
Organize and prioritize your time effectively, balancing competing demands while maintaining attention to detail.
Collaborate with others, contributing to the success of the team by sharing your insights and ideas and welcoming feedback.
Build your knowledge of financial services by participating in ongoing training to stay current with products or services that may impact the way we or our clients do business.
Interface with complex clients & internal service partners to advocate client needs and solutions. Uses thorough product knowledge to resolve unique or challenging issues on an individual basis. Participate in Equipment Finance process improvement projects
Required qualifications, capabilities, and skills:
Bachelor’s degree or minimum 3 years’ experience in an operations and/or accounting department setting (equipment finance company or bank), with a customer service and commercial documentation background
Excellent verbal and written communication skills
Excellent organizational, time management skills and ability to self-prioritize work assignments.
Professional phone and email etiquette
Exceptional attention to detail
Customer advocate, strong customer focus, high level of professionalism
Ability to deal with difficult situations.
Desire to work in high paced environment and ability to manage multiple tasks.
Excellent decision making and problem-solving skills.