Credit Union Leasing of America (CULA) ยท 1 month ago
Data Entry & Customer Service
San Diego, CA
Full-time
Onsite
Entry Level
$19/hr - $21/hr
1+ years expCredit Union Leasing of America (CULA) is a financial services company focused on leasing solutions. They are seeking a Data Entry & Customer Service representative responsible for reaching out to lessees regarding their lease options and performing various customer service duties.
Financial Services
Responsibilities
Sends welcome letters
Contacts the lessee to discuss end of term options
Sets appropriate and accurate call back dates and statuses in the system
Sends notification letter of end of lease reaches out to the lessee for end of term decision and after three attempts of no contact with lessee sends out appropriate notice
Logs and processes returned mail and titles
Follows and completes 90 day check list when speaking with lessees
Processes tickets, tolls, violations, registrations, recall notices, plate release letters, extension letters, and excise taxes as necessary
Initiates inspection process with inspection company at end of term and follow up until the appointment is set or the vehicle purchase is complete
Scans inspection report and turn in receipts as completed
Applies knowledge of company products/services to efficiently process customer information, and responds to inquiries and complaints in a diplomatic manner
Contacts customers via telephone or correspondence as frequently as necessary to meet company standards
Remains current on market conditions regarding products, product updates and new technologies through available resources
Utilizes the proper employees to assist with problem solving
Maintains updated, organized electronic files in appropriate application
Analyzes customer accounts and promptly make corrections and/or modifications to files
Contacts customers to obtain missing information or data to ensure an accurate customer database
Traces and expedites past due terminations to ensure lessee and financial institution satisfaction
Trains new Customer Service staff as requested
Performs other related duties as assigned
Qualification
Required
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's
Ability to perform these operations using units of American money and weight measurement, volume, and distance
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Knowledge of Data Scan, Microsoft Outlook, and Seamless Lease Connection
Less than one year related experience or training
Oral communication skills
Written communication skills
Time management skills
Project management skills
Organizational skills
Customer relations skills
Customer service skills
Diplomacy skills
Filing skills
Benefits
Medical, Dental, and Vision benefits
Life Insurance and Long-term disability plans
Flexible Spending Account
401K matching
Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching
Wellness Programs
Metro Tap Card and Metro-link Reimbursement (for Los Angeles, CA employees only)
Career Path Opportunities
Discounts on Parks, Museums, Movie Tickets, and Attractions
Annual Flu Shot
Paid Vacations Days
Paid Sick days
Paid holidays
HGym (available in our Los Angeles, CA & Dallas,TX office)
Rental Car Discounts, Dell Member Purchase Program
UKG Wallet
Company
Credit Union Leasing of America (CULA)
Credit Union Leasing of America (CULA) has been the leader in indirect vehicle leasing for credit unions for over 35 years.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2017-06-15Acquired
Recent News
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