Customer Service Representative

w3r Consulting; Charlotte (NC); Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

w3r Consulting in Charlotte, NC seeks a detail‑oriented Fleet Client Services professional to deliver superior service to fleet customers and dealers. You will serve as a single point of contact for inquiries, coordinate lease‑modification documents, and ensure regulatory compliance across the portfolio.

Responsibilities include handling account inquiries, processing payments, and coordinating with the ART department to release titles and finalize dispositions.

Formación

• High School Diploma; BA/BS preferred.
• 3-5 years of overall work experience.

Responsabilidades

• Prepare legal documents for account modifications and audit upon return.
• Respond to inquiries by mail, email, cases, and phone; provide account updates.
• Ensure compliance and minimize risk through accurate processing and cross-department coordination.
• Review unapplied payments daily and coordinate postings with the ART department.
• Manage maturing leases and discuss end-of-lease options with customers.
• Collaborate with internal partners to ensure timely tax handling and document processing.

Educación

High School Diploma

BA/BS

Descripción del empleo

In this position you will deliver superior service to Fleet customers and dealers while building customer relationships in support of CSI/DSI. Provide a single point of contact for inquiries and requests from customers, dealers, client Sales and other internal partners as they relate to servicing the client Fleet portfolio. Responsible for timely follow-up on delegated items, and responsible for minimizing legal and financial risk through procedural compliance and processing excellence. This position encompasses a wide array of aspects from client services and remarketing at a high level of complexity.

• Job Deliverables:Prepare legal documents for account modifications (lease renewals, lease rewrites, balloon rewrites, mid-term rewrites, extensions, due date changes, TOI/TOE’s, substitution of collateral’s, and restructures). Upon return of executed documents, audit for completeness and then take necessary actions to execute the modification in the portfolio system.
• Respond timely to inquiries received via mail, email, cases, and phone. Provide account information and perform account updates as requested, including: payoffs, insurance loss and repair check endorsements, amortizations, payment history, title copies, contract copies, power of attorney, garage/billing address updates, invoice format changes, and maintaining consolidated billing numbers.
• Complete requests where possible in relation to account questions, title release and document and payoff provision. Ensure completion of issues that are delegated to other areas within the organization. Build relationships with internal partners to minimize risk of non-compliance with partner policies. Work with the Office of Tax Affairs to determine appropriate account taxation and collect necessary tax exemption documents from the customer.
• Review unapplied incoming payments daily and research for posting instructions. Coordinate timely account dispositions and title release with the ART department.
• Manage maturing leases, initiate contact with the customer, consult them on available lease end options (turn in, payoff, lease renewal, rewrite) and determine the customer’s intention. Follow up on assigned maturity portfolio and ensure accounts are processed before reaching 30 days past maturity.
• Requirement :High School Diploma, BA/BS preferred

Knowledge, Skills & Abilities: 3-5 years of overall work experience