Equify Financial, LLC · 18 hours ago
Loan Servicing Customer Service Representative
Fort Worth, TX
Full-time
Onsite
Entry Level
2+ years expEquify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. The Loan Servicing Customer Service Representative is the primary point of contact for borrowers, providing high-quality service and support throughout the life of the loan, handling account inquiries and payment processing while ensuring a positive customer experience.
FinanceFinancial ServicesLeasing
Responsibilities
Serve as the first point of contact for inbound borrower calls, emails, and requests
Answer questions regarding loan balances, payment history, due dates, and account status
Process ACH payments, principal payments, and fee transactions
Update customer information including banking, address, and contact details
Generate and send account statements and transaction confirmations
Prepare and process payoff quotes and payoff letters
Coordinate lien releases and title requests
Handle UCC filings and UCC terminations
Work with documentation and legal teams to resolve post-closing issues
Research and resolve billing discrepancies and customer disputes
Log and track customer complaints
Escalate complex issues to Compliance, Legal, or Management as needed
Ensure timely follow-up and resolution communication with customers
Ensure all communications follow company policies and regulatory requirements
Maintain accurate and detailed notes in the loan servicing system
Support audits and quality reviews with proper documentation
Qualification
Required
2+ years in financial services customer service or loan servicing
Experience with payment processing and ACH systems
Strong communication and problem-solving skills
High attention to detail and documentation accuracy
Preferred
Knowledge of secured lending, titles, and UCC filings preferred
Proficiency in CRM and loan servicing platforms (Salesforce preferred)
Benefits
Competitive Compensation Package
Medical + Dental + Vision Coverage
401K + Company Match
Life Insurance + Long Term Disability Coverage – 100% Company Paid
Health Savings Account (HSA)
Gym Reimbursement Program
Tuition Reimbursement Program
Wellness Check Program - Insurance Premium Discounts
EAP Resources
Paid Holidays
Paid Time Off (PTO)
Company
Equify Financial, LLC
Imagine a financial partner that will be with you throughout the life of your business.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$100MKey Investors
JPMorgan Chase & Co.
2026-01-05Debt Financing· $100M
Leadership Team
Justin Wilks
Chief Executive Officer
Recent News
2026-01-05
Company data provided by crunchbase