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Finance - Fleet Services: Intermediate
4 weeks ago
Job Description:
- 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, client Sales and other internal partners as they relate to servicing the client 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.
- Prepare legal documents for account modifications (lease renewals, lease rewrites, balloon rewrites, mid-term rewrites, extensions, due date changes, TOI/TOE’s, substitution of collateral’s, 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 customer’s intention.
- Follow up on assigned maturity portfolio and ensure accounts are processed before reaching 30 days past maturity.
- High School Diploma, BA/BS preferred
- 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
- to view all of our open opportunities and to learn more about our benefits.
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