Leasing Customer Service Specialist

First Bank Richmond; Richmond (IN); On-site; USD 32,000 - 42,000; Full time

Job summary

First Bank Richmond in Richmond, IN is seeking a Leasing Customer Service Specialist to focus on customer service with support in accounts receivable tasks. The role involves receiving and initiating customer calls to manage inquiries while handling daily AR activities.

The ideal candidate will have strong communication skills, attention to detail, and the ability to manage multiple priorities while documenting interactions and maintaining accurate records.

Qualifications

• Experience in consumer or commercial finance preferred.
• Proficiency with Microsoft Office and web-based applications.
• Ability to identify and resolve problems independently and promptly.
• Strong organization and detail orientation.
• Excellent written and verbal communication.
• Ability to handle multiple priorities.

Responsibilities

• Handle customer calls and emails to resolve issues.
• Respond to billing inquiries and process payments.
• Research accounts and record findings in the database.
• Document all customer interactions with details.
• Coordinate with brokers and insurers to provide information.
• Prepare payoff quotes and process terminations.
• Process payments and resolve related issues.
• Support accounts receivable administrator as needed.
• Contribute to other management tasks.

Skills

Customer service

Accounts receivable

Billing inquiries handling

Microsoft Office

Attention to detail

Communication skills

Multitasking

Problem solving

Education

High School diploma or equivalent

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