Customer Operations Support Representative

The Customer Operations Support Representative provides essential support for Meridian Equipment Finance, coordinating tasks within the department and with other teams, while ensuring adherence to established operating policies. The role reports to the immediate supervisor and handles inquiries or information requests as they arise.

Responsibilities

• Conducts verification audits with customers when required, supports the originations process, and coordinates activity with internal and external stakeholders.
• Ensures UCC filings are timely and accurately recorded to properly collateralize assets.
• Prepare and assemble contract documentation.
• Verify documents reflect terms and conditions based on approval conditions and corporate pricing guidelines.
• Prepare purchase orders.
• Review and submit completed contract packages for funding, including all executed documents and vendor invoices; ensure signatures, dates, and other relevant information are present.
• Provide application entry, pricing, and respond to customer requests as needed.
• Regularly correspond with borrowers regarding inquiries, payoff amounts, and past due balances.
• Prepare payoff quotes and deliver written responses in a timely manner.
• Accurately pre-book, book, and perform routine maintenance to all contracts tracked in the lease accounting system as needed.
• Post and deposit daily cash receipts as required.
• Prepare and deliver customer statements on a consistent basis.
• Review and process insurance information timely and accurately.
• Assist other departments on a temporary basis during peak periods.
• Demonstrate and promote Meridian Bank’s Core Values: Our Partners, Our People, Our Bank, and Our Communities.
• Abide by current laws and organizational policies and procedures designed to promote a harassment-free and non-discriminatory workplace.
• Communicate with management and coworkers to align goals and activities.
• Cooperate with, participate in, and support adherence to internal policies, risk management practices, and regulatory requirements (CRA, BSA, Equal Credit Opportunity Act, etc.).
• Other duties as assigned.

Requirements

• Bachelor’s degree in Finance or a related field, or equivalent work experience.
• Ability to work effectively in a team environment.
• Strong computer skills (MS Office, etc.).
• High attention to detail with the ability to multitask.
• 1 to 3 years of customer support experience.
• 1 to 3 years of equipment financing experience.
• Knowledge of finance and accounting principles is preferred.

Technologies

• MS Office
• Lease accounting system

Success Factors and Job Competencies

• Strong organizational and time-management skills.
• Ability to work with little or no supervision.
• Excellent interpersonal and communication abilities.
• Timely and reliable attendance.
• Ability to complete work in a timely manner.
• Openness to coaching and ongoing development.

Physical Demands, Work Environment, and Location

Physical Demands: The physical demands described here are representative of those required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is largely a sedentary role, involving the use of typical office equipment such as a computer, laptop, and cell phone. Most work is performed in an office environment.

Work Environment: The noise level in this environment is minimal.

Location: Meridian Equipment Finance corporate location, Exton, PA (onsite).