Leasing Customer Service Specialist

First Bank Midwest; Richmond (IN); On-site; USD 36,000 - 54,000; Full time

Job summary

First Bank Midwest is seeking a Leasing Customer Service Specialist in Indiana to support accounts receivable tasks and customer inquiries. The role focuses on handling calls, resolving issues, and maintaining accurate records.

The position requires a High School diploma and strong communication skills, with experience in finance or billing preferred. Proficiency with Microsoft Office and attention to detail are essential.

Qualifications

• Experience in consumer/commercial finance preferred.
• Proficiency with Microsoft Office and web-based applications.
• Ability to independently identify and resolve problems in a timely manner.
• Bias toward organization and attention to detail.
• Positive and professional written and oral communication skills.
• Strong proofreading and multi-tasking abilities.

Responsibilities

• Receive customer phone calls and emails and resolve issues/concerns.
• Respond to billing inquiries and accept phone payments.
• Research accounts to discover pertinent information and issues.
• Document all communication with customers in the database with detailed notes.
• Provide information/documentation to brokers, insurers as requested.
• Prepare payoff quotes and process payoff terminations.

Skills

Customer service

Phone support

Billing inquiries

Attention to detail

Communication skills

Problem solving

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

Description

The Leasing Customer Service Specialist will be a working team member whose focus is on customer service with support in the accounts receivable area. This position is responsible for receiving and initiating customer calls with the objective of managing customer inquiries while completing daily accounting receivable tasks.

Requirements

Essential Responsibilities

• Receive customer phone calls and emails and resolve issues/concerns
• Respond to billing inquiries and accept phone payments
• Research accounts to discover pertinent information and issues
• Document all communication with customers in the company’s database with detailed notes on the nature of each interaction and payment arrangements agreed upon.
• Respond to calls and emails from brokers, insurance companies and provide information/documentation as requested through verbal or written follow-up to ensure customer satisfaction
• Prepare payoff quotes and process incoming payoff with terminations.
• Process various payments and resolve issues/concerns
• Provide back-up assistance to the accounts receivable administrator
• Contribute to other projects or tasks assigned by management

Competencies & Qualifications

• High School diploma or equivalent
• Consumer/Commercial finance experience preferred
• Proficiency within Microsoft Office and web-based applications
• Ability to independently identify and resolve problems in a timely manner
• Bias toward organization and attention to detail
• Positive and professional written and oral communication skills
• Strong attention to detail and proofreading skills
• Ability to manage multiple priorities
• Strong work ethic and self-motivation