Fleet Coordinator

1 month ago

Fort Worth, United States Apex Systems Full time

In this position you will deliver superior service to Fleet customers and dealers while building customer relationships in support of CSI/DSI. Provide a single point of contact for inquiries and requests from customers, dealers, sales and other internal partners as they relate to servicing the Fleet portfolio. Responsible for timely follow-up on delegated items, and responsible for minimizing legal and financial risk through procedural compliance and processing excellence. This position encompasses a wide array of aspects from client services and remarketing at a high level of complexity.

Job Deliverables:

- Prepare legal documents for account modifications (lease renewals, lease rewrites, balloon rewrites, mid-term rewrites, extensions, due date changes, TOI/TOEs, substitution of collaterals, and restructures). Upon return of executed documents, audit for completeness and then take necessary actions to execute the modification in the portfolio system.

- Respond timely to inquiries received via mail, email, cases, and phone. Provide account information and perform account updates as requested, including: payoffs, insurance loss and repair check endorsements, amortizations, payment history, title copies, contract copies, power of attorney, garage/billing address updates, invoice format changes, and maintaining consolidated billing numbers.

- Complete requests where possible in relation to account questions, title release and document and payoff provision. Ensure completion of issues that are delegated to other areas within the organization. Build relationships with internal partners to minimize risk of non-compliance with partner policies. Work with the Office of Tax Affairs to determine appropriate account taxation and collect necessary tax exemption documents from the customer.

- Review unapplied incoming payments daily and research for posting instructions. Coordinate timely account dispositions and title release with the ART department.

- Manage maturing leases, initiate contact with the customer, consult them on available lease end options (turn in, payoff, lease renewal, rewrite) and determine the customers intention. Follow up on assigned maturity portfolio and ensure accounts are processed before reaching 30 days past maturity.

- High School Diploma, BA/BS preferred


Knowledge, Skills & Abilities

3-5 years of overall work experience

Including experience in the following

1+ years in collections

1+ years in compliance

2+ years in customer service

1+ years in remarketing

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