Customer Account Specialist

Commercial Credit Group; United States; On-site; USD 42,000 - 52,000; Full time

Job summary

Commercial Credit Group is seeking a Customer Account Specialist in Naperville, IL. The role focuses on servicing customer needs, managing delinquent accounts, and maintaining accurate records. It involves collections activities, skip tracing, and coordinating with Accounting to ensure timely billing and updates for management.

The position offers onsite work in Naperville with opportunities for interaction with senior management and career advancement within the company.

Qualifications

• One year of customer relations experience preferred.
• Proficient in Excel, Microsoft Windows, and Word.
• Ability to work independently and resolve customer issues.
• Effective negotiation and problem solving skills.
• Ability to work in a team environment.
• Bilingual in English and Spanish preferred.

Responsibilities

• Servicing customer needs while building and maintaining ongoing business relationships.
• Analyze delinquent accounts and perform collections on high-risk accounts with resolution recommendations.
• Reconcile transactions and balances to maintain accurate accounts.
• Maintain a daily work queue to keep delinquency ratio within target ranges.
• Coordinate billing with Accounting.
• Skip tracing to obtain updated customer contact information.
• Monitor receivables and provide updates to Collections Management.
• Document all communications with customers in the company database.

Skills

Customer relations

Excel

Microsoft Windows

Word

Negotiation

Problem solving

Communication

Bilingual English/Spanish

Job description

Customer Account Specialist Naperville IL onsite Commercial Credit Group Inc CCG is an independent national commercial equipment finance and leasing company focused on purchase money and refinance transactions in the construction fleet transportation waste environmental and machine tool industries. CCG does equipment financing different than any other lender. We consider the character collateral and cash flow of the borrower to make our credit decisions often allowing us to lend money when a bank or captive lender won't. We realize there are ebbs and flows to the business and take the time to listen to the customers stories. Headquartered in Charlotte NC CCG has made NC's Mid Market Fast 40 List for the 12th time. CCG has a Customer Account Specialist position available in its Naperville IL office. This position has visibility and interaction with senior management and offers career advancement.

Position Responsibilities

Servicing customer needs while building and maintaining ongoing business relationships. Analyze delinquent accounts and perform collections functions on highest risk accounts with recommendations for resolution which may include repossession and/or potential litigation. Reconcile transactions and balances to maintain accurate accounts. Maintain a daily work queue to bring delinquency ratio within target ranges. Coordinate billing with Accounting. Skip tracing to obtain updated customer contact information. Monitor receivables and collections providing updates to Collection Management using appropriate reporting procedures. Document all communications with customers in the company database.

Qualification and Skills

One year of customer relations experience preferred. Proficient in Excel, Microsoft Windows, and Word a must. The ability to work well independently and resolve customer issues. Must have effective negotiation and problem solving skills. Ability to work in a team environment. Strong communication, interpersonal and analytical skills required. Bilingual in English and Spanish preferred.