Customer Service Specialist

3 months ago

Riverside, United States PEAC Solutions Full time
Customer Service Specialist

PEAC Solutions provides equipment financing and capital lending solutions to keep businesses thriving. We are the world's largest independent equipment leasing company. As we continue to expand our global footprint and market share, we are looking for talented individuals who want to be a part of this successful journey. At PEAC, we work together to make a lasting impact on our customers, our partners and each other. With a group this passionate, our successes come with plenty of reward and celebration. And in our collaborative team environment, everyone has an impactful voice.

Reporting to the Customer Care Manager, the Customer Service Specialist plays a pivotal role in ensuring exceptional customer service by promptly addressing inquiries and concerns via phone and email. This individual maintains professionalism while establishing positive relationships with our customers and collaborates with the management team to stay well-informed of product knowledge and company policies.

Key Responsibilities:
  • Answer a minimum quota of customer calls daily, speaking to customer concerns, address changes, invoicing questions, late charge or payment history questions, and various other inquiries.
  • Maintain efficient talk times to gather necessary information and provide timely resolutions.
  • Collaborate in a fast-paced team environment to minimize customer wait times while delivering superior service.
  • Demonstrate a general understanding of accounts receivable, payment application, and account reconciliation.
  • Process adjustment requests according to customer requirements.
  • Utilize authorized company software to process payments accurately.
  • Update customer records with relevant information after each interaction.
  • Manage incoming correspondence via postal mail, email, and fax, ensuring timely responses within departmental guidelines.
  • Navigate multiple software applications including Service Cloud, Microsoft Office, Outlook, CyberSource, and others.
  • Scan and upload pertinent documentation to OnBase for record-keeping purposes.
  • Proactively engage potential customers by providing information about products and services.
  • Assist with additional tasks as assigned by management.
  • Adhere to set schedules for breaks and lunches to accommodate phone coverage needs.
  • Participate in training sessions to enhance knowledge and skills.
  • Engage in interdepartmental and cross-functional training initiatives.
  • Comply with monthly audits and quality control monitoring.
  • Develop an understanding of end-to-end commercial leasing and lending processes.
Qualifications:
  • High School Diploma/GED required
  • Minimum 1 to 3 years Customer Service, Call Center experienced in a financial organization preferred
  • High volume phone experience
  • Ability to work independently while displaying excellent written and verbal communication skills
  • Detail Oriented and ability to always remain calm and professional
  • Relies on instruction and established policies and procedures to perform required tasks
  • Proficient computer skills including MS Office and ability to learn various proprietary software programs

The successful candidate will receive a competitive compensation package along with an excellent benefit package to include medical, dental, life insurance, short and long-term disability, 401(k) with match, flexible spending, and generous paid time off, including 1 paid day off each year for community volunteerism.

PEAC Solutions is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, ethnicity, disability, religion, national origin, gender, gender identity, gender expression, marital status, sexual orientation, age, protected veteran status, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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