Customer Service Representative/Financial Operations

CRG; Greensboro (NC); On-site; USD 23,298 - 33,182; Full time

Benefits offered by this job

Medical / Health Insurance (Multiple)

HSA and FSA Options (CRG will match $O

Vision and Dental Insurance

Virtual Visits for Urgent Care, Mental

401K - CRG matches up to 4%

Life and AD&D Insurance

Long-Term & Short-Term Disability

Accident, Hospital, & Critical Illness

Job summary

CRG is seeking a Financial Operations Specialist for the retail operations of a large client in the Triad. The role emphasizes providing exceptional customer service and accurate billing, payments, and contract related tasks.

You will collaborate with risk, legal, credit, sales, accounting, and other teams to ensure a smooth onboarding and ongoing customer experience while maintaining compliance and operational efficiency.

Qualifications

• Customer service expertise with cross-functional collaboration.
• Strong relationship-building and problem-solving abilities.
• Proficient in MS Office Suite.

Responsibilities

• Maintain accurate records of retail financing transactions to ensure invoicing.
• Provide exceptional service to internal and external customers regarding billing, payments, and contract payoff.
• Perform contract and asset management tasks including insurance verification and title processing.

Skills

Customer service

Cross-functional collaboration

Problem solving

Relationship management

Tools

MS Office Suite

Job description

Customer Service Representative/Financial Operations

Job Summary

CRG is seeking a Financial Operations Specialist for the retail operations of a large client in the Triad. In this position, you will ensure a positive and flawless customer onboarding experience with this company through excellent customer service and will be responsible for providing cross‑functional support across all areas of retail operations. If you are detail‑oriented and have experience with customer service and/or financial services, you might be a fit!

Company Summary

Our long‑standing financial services client that is associated with one of the largest automobile and equipment manufacturers in the world, has been steadily growing for almost 100 years. With over 100,000 employees in 18 countries, this $47B company has a worldwide reputation for being an excellent company to work for. Having supported various teams with long‑tenured employees, the organization has a history of low turnover, offering an impressive benefits package, great work‑life balance, and promotional opportunities to grow with a multinational leader.

Compensation

$20.50/hour

Schedule

Monday to Friday (8am‑5pm)

CRG Contractors who work an average of 30+ hours per week are eligible to elect benefits through CRG after 90 days of employment!

Benefits Options

• Medical / Health Insurance (Multiple Plan Options)
• HSA and FSA Options (CRG will match $500 of your HSA contributions!)
• Vision and Dental Insurance
• Virtual Visits for Urgent Care, Psychiatry, and Therapy
• 401K - CRG matches up to 4%!
• Life and AD&D Insurance
• Long-Term & Short-Term Disability Insurance
• Accident, Hospital, & Critical Illness Insurance

Responsibilities

• Maintain accurate records of retail financing transactions to ensure timely and correct invoicing.
• Provide exceptional service to internal and external customers, addressing inquiries and resolving issues related to billing, payments, contract payoff, and termination requests with urgency and precision.
• Perform contract and asset management tasks, including insurance verification, title processing, and document management, to support the completion of transactions.
• Ensure compliance with security interest and titling requirements, including insurance validation and adherence to standards.
• Participate as an active member of cross‑functional teams, fostering strong relationships with other departments such as risk, legal, credit, sales, marketing, insurance, and accounting to enhance overall customer experience.
• Support the development of procedures and training materials to optimize operational efficiency and maintain compliance with internal policies and guidelines.
• Collaborate on risk analysis for existing accounts requiring modifications or alternative solutions.
• Demonstrate a continuous improvement mindset by identifying areas for operational enhancement and contributing to the implementation of improvements.
• Assist in initiatives that enhance operational success, leveraging expertise to support broader business needs when appropriate.

Qualifications

• Customer service professional adept at building strong relationships and collaborating cross‑functionally
• Proven ability to problem solve by identifying issues and finding effective solutions quickly
• Strong ability to establish and sustain relationships
• Proficient in MS Office Suite

Interview Process

• Initial 5-minute phone screening with CRG to review qualifications, availability, and overall fit.
• Qualified candidates will complete a prerecorded video interview using the client's interview questions.
• Candidates selected to move forward will participate in a 30-minute interview with the hiring team.