Job Description:
Customer service representative responsible for a dedicated portfolio of Dealer Financial Services facilities.
- Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer.
- Reconcile client Accounts Receivable agings, perform ineligible calculations for Accounts Receivable and Inventory collateral accurately, timely and in compliance with Loan Servicing Standards.
- Process loan and collateral transactions
- Reconcile Dealer Financial Services information with detail
- Reconcile interest and fees with maturity and due dates
- Prepare/verify participation principal, interest and fee settlements
- Perform assigned functions/tasks within the team
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Enterprise Role Overview:
Less experienced than the Credit Services Representative III. Handles moderately complex customer problems and issues for assigned accounts. Requires a minimum amount of day-to-day supervision. Is able to handle detailed instructions under pressure and a relatively high volume of credits. Has a well-developed expertise/knowledge, but not yet considered to be the "expert" for the assigned area. Has a good working knowledge of the various credit-related products and a good understanding of loan/credit documentation. Takes initiative to work through issues. Is able to perform well in a cross-functional team environment. Typically requires at least 4 to 6 years of experience.
Required Skills: (Must have these skills to be minimally qualified)
- 2+ years' of data entry experience in a fast paced environment
- Proficiency with keyboard skills; inputting dollar amounts etc.
- Customer Focus
- Analytical, Conceptual Thinking
- Information Seeking (goes beyond questions that are routine or required in the job)
- Ability to identify and escalate risk
- Accountable, Takes Ownership
- Highly Accurate
- Quick learner with aptitude and ability to adjust to a dynamic technological environment
- Excellent Communicator both oral and written
- Excellent Organization
- Excellent Time Management
- Working knowledge of Microsoft Office
Desired Skills:
- Dealer Financial Services experience
- Commercial credit fulfillment, servicing, operations or lending experience
- Four (4) year College Degree (college level accounting courses) or 3 to 4 years related experience, or equivalent.
Other Qualifications:
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
- Excels in working among diverse viewpoints to determine the best path forward.
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner.
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.
Shift:
1st shift (United States of America)
Hours Per Week:
40