Customer Service & Collections Specialist (On-site) jobs in United States
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LeasePoint · 9 hours ago

Customer Service & Collections Specialist (On-site)

LeasePoint is a fast-growing specialty equipment finance company seeking a Customer Service & Collections Specialist to support their expanding servicing operations. This role focuses on managing customer inquiries, resolving account issues, and guiding customers through payment solutions while ensuring contractual obligations are met.

Financial Services

Responsibilities

Serving as a primary point of contact for customer inquiries related to billing, payments, insurance, and account status
Proactively managing delinquent accounts through professional outbound communication and follow-up
Monitoring daily payment activity, resolving failed or returned payments, and bringing accounts current
Assisting with insurance documentation, proof of coverage, and lease-related requirements
Reviewing account histories for accuracy and escalating discrepancies as needed
Educating customers on lease terms, payment obligations, and account resolution options
Maintaining accurate documentation and notes within servicing and CRM systems
Ensuring all activities comply with internal policies and applicable regulations
Identifying recurring issues and contributing feedback to improve servicing processes

Qualification

Customer service experienceCollections experienceFinancial services knowledgeCRM systems proficiencyMicrosoft Office proficiencyHandle sensitive conversationsCommunication skillsOrganizational skillsAttention to detailTeam collaboration

Required

High school diploma or equivalent required
2+ years of experience in customer service, collections, or account servicing
Strong verbal and written communication skills
Ability to handle sensitive conversations professionally and respectfully
Excellent organizational skills and attention to detail
Comfort working in a fast-paced environment with multiple priorities
Proficiency with CRM systems and Microsoft Office (Excel, Outlook)
Ability to work independently while collaborating effectively with internal teams

Preferred

Experience in financial services, lending, or leasing is a plus

Company

LeasePoint

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LeasePoint is a single point solution for funding capital equipment - a one-stop-shop for equipment finance.

Funding

Current Stage
Early Stage
Total Funding
$40M
Key Investors
Altriarch
2024-10-16Debt Financing· $40M

Leadership Team

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Jeff Markim
Founder and CEO
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Company data provided by crunchbase