FairLease Receptionist

Position Purpose and Objectives

Acts and performs duties of receptionist for Fairlease and Credit Union of Texas. This position has constant interaction with members and therefore, must have a friendly, professional demeanor and strong customer service skills. The right candidate must be comfortable communicating with people face to face and able to multi-task while providing a warm, welcoming atmosphere for those entering our establishment.

Major Duties and Essential Functions

1. Professional telephone and reception area skills a must
2. Able to handle multiple tasks in a very fast-paced environment.
3. Responsible for loading and assigning phone and email lease leads in Salesforce and forwarding to the appropriate consultant.
4. Responsible for providing telephone member service by answering lessee questions, providing lease documents when requested by member, processing payment waivers when appropriate, and providing accurate lease payoff information when requested.
5. Responsible for auditing lease documents to ensure accuracy and compliance with policies and regulations.
6. Assist Lease Assistants by obtaining information needed to verify the identity of applicants and helping validate trade-in information disclosed on lease agreements.
7. Works out of state move requests by mailing POA/title and any other state specific documents required.Update address in ALS and adjust payment appropriately.
8. Responsible for processing and sorting mail on daily basis.
9. Responsible for updating miscellaneous lessee information in our core system.
10. Responsible for processing tolls/red light/parking violations on weekly rotation basis by completing and forwarding documentation to have violations reassigned when possible
11. Responsible for assisting in other areas within the department when necessary.
12. Responsible for processing payoff checks when needed.
13. Will help with other areas within Fairlease and Credit Union of Texas when needed.

Positions directly supervised:None

Specific knowledge, skills, and abilities required for this position:

• Must have strong communication, presentation and interpersonal skills.
• Excellent verbal and written communications skills with courteous and correct grammar usage.
• Must feel comfortable relating to individuals on every level including senior executive level.
• Professional telephone and reception area skills are a must.
• Front office professionalism and appearance; social skills and positive image.
• Ability to handle stressful situations and/or demanding customers in a professional, assertive and friendly manner.
• Requires organizational abilities and attention to detail to effectively assign and distribute lease leads.
• Should be competent in basic arithmetic skills, such as percentages and interest calculations
• Highly skilled with Microsoft Word, Microsoft Office and common database applications.

Education:High school graduate, G.E.D., or equivalent required.

Experience:One to two years related experience and/or training; or equivalent combination of education and experience.

Physical Activities and Requirements of this Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentary Work

While performing the duties of this job, the employee will frequently talk, hear, sit, drive, use hands to handle or feel, and reach with hands or arms.The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl.The employee will occasionally lift and move up to 25 pounds.

Working Conditions of this Position

DESCRIPTION

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Mental Activities and Requirements of this Position

Reasoning Ability:The ability to use common sense or logic.

Detailed

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.Ability to deal with problems involving several concrete variables in standardized situations.

Mathematical Ability:The level of ability required to perform math skills and operations.

Basic

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.Ability to compute rate, ratio, and percent.

Language Ability:The level of ability required to communicate and understand written and oral language.

Typical

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.Ability to write reports, business correspondence, and procedural text.Ability to effectively present information and respond to questions from management, members and various organization groups.

Compliance requirement

The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position

Disclaimer

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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