Fleet Services: Intermediate

W3R Consulting; Charlotte (NC); Vor Ort; USD 55.000 - 70.000; Vollzeit

Zusammenfassung

W3R Consulting in Charlotte, NC seeks an experienced Fleet Account Specialist to deliver superior service to fleet customers and dealers, acting as the single point of contact for inquiries related to servicing the client Fleet portfolio. The role focuses on timely follow-up, compliance, and processing excellence in a complex environment.

The ideal candidate has 3–5 years of related experience in collections, compliance, and customer service, with exposure to remarketing and cross-functional

Qualifikationen

• 3–5 years of overall work experience including collections, compliance, and customer service.
• Experience in remarketing and coordinating with internal partners.
• Strong focus on minimizing legal and financial risk through compliant processes.
• Ability to handle a wide range of account modifications and tax-related tasks.

Aufgaben

• Prepare legal documents for account modifications and audit for completeness.
• Respond to inquiries via mail, email, cases, and phone; update account information.
• Process tax exemption documents and ensure compliant tax handling.
• Review unapplied payments and coordinate title releases with the ART department.
• Manage maturing leases and advise on end-of-lease options.

Kenntnisse

Collections

Compliance

Customer service

Remarketing

Internal coordination

Ausbildung

High School Diploma

Bachelor’s degree preferred

Jobbeschreibung

Job Description

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
  • 1+ years in collections
  • 1+ years in compliance
  • 2+ years in customer service
  • 1+ years in remarketing