Equipment Finance Support Specialist

2 weeks ago


Jacksonville, Florida, United States CFA Institute Full time
Position Overview
This role operates within a call center setting, delivering administrative and customer support to the Equipment Finance Division.

The specialist will engage in a comprehensive range of customer service tasks, addressing inquiries and resolving issues to ensure an exceptional customer experience.

Key Responsibilities

Inbound Communication: Handle a variety of customer service functions by responding promptly and accurately to inquiries through inbound calls and emails.

Request Processing: Manage diverse customer requests with low to medium complexity, including account reconciliations, updates, document requests, invoice copies, buyout quotes, and troubleshooting web portal issues.

Operational Duties: Execute assigned tasks to maintain operational efficiency.
Adhere to all regulations, bank policies, procedures, and assigned authorities to mitigate risks associated with credit, operations, reputation, compliance, and legal aspects of customer interactions and transactions.

Complete mandatory training within specified timelines.

Qualifications

Basic Qualifications:
High School Diploma or GED with a minimum of 1 year of experience in customer service.

Required Skills:
Attention to detail, ability to manage challenging conversations, positive demeanor, excellent phone etiquette, and a strong desire for personal and professional growth.

Preferred Skills:
Experience in the banking or finance sector, particularly within the Equipment Finance industry.



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