Role OverviewAs a Customer Service Specialist, you will own the day-to-day servicing of our commercial equipment finance portfolio, from funding through end of term, keeping billing and payments accurate, resolving customer and vendor questions, and keeping every account clean and current.
What You Will Do
You will own the day-to-day servicing of our commercial equipment portfolio, including customer service, billing and payments, insurance and tax, account maintenance, payoffs and end of term, reporting and records, and collections support.
Why It Might Be a Fit
You will have the opportunity to build broad operational expertise across billing, servicing, and customer care, and own your accounts with real autonomy. You will help shape how we build the function, with a clear path into a leadership role as the team and the portfolio grow.
Requirements
- Experience in loan or lease servicing, account servicing, billing and accounts receivable, equipment finance, or a comparable operational role.
- Early-term collections experience is a plus.
- Working knowledge of account servicing: billing, payment application, payoffs, and end-of-term activity.
- Strong attention to detail and accuracy while managing many open accounts at once.
- Ability to work independently and prioritize through month-end and quarter-end, when billing cycles and lender reporting are due.
- Proficiency with Microsoft Excel and Outlook, plus servicing and CRM platforms.
Benefits
- 100% employer-paid health insurance for employees (HDHP plan)
- HSA with employer contribution
- Voluntary dental, vision, life, and AD&D coverage
- Unlimited time off
- 11 paid company holidays
- Bonus opportunities tied to operational performance
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