Leasing Customer Service Specialist

First-Bank-Richmond; Richmond (IN); On-site; USD 34,000 - 42,000; Full time

Job summary

First-Bank Richmond is seeking a Leasing Customer Service Specialist to join our customer-focused AR team. You will handle inbound calls and emails, answer billing questions, and assist customers with payments.

This role emphasizes accurate data entry, documenting interactions in our system, and supporting management with payoff quotes and payment processing. You will work closely with brokers and insurers to provide needed documentation.

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.

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

Skills

Customer service

Communication skills

Problem solving

Multitasking

Education

High School diploma or equivalent

Tools

Microsoft Office Suite

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