Customer Service Specialist, Equipment Finance

The Customer Service Specialist, Equipment Finance, serves as the primary post-funding contact for LeasePoint Funding Group, managing day-to-day servicing for a commercial equipment finance portfolio. The position emphasizes accurate billing and payment handling, clear resolution of customer and vendor inquiries, and support for early-stage collections.

Responsibilities

• Act as the main point of contact for customer inquiries, with a focus on billing, payments, and account status, resolving issues professionally and through to completion.
• Apply incoming payments across ACH, credit card, check, and wire, and research posting discrepancies to ensure accurate balances in the contract management system.
• Track insurance coverage and certificates, and respond to questions related to sales and property tax and other pass-through charges.
• Process banking updates, address changes, and entity or name changes, and manage due date and other account updates while keeping servicing-system and CRM records current.
• Prepare payoff and buyout quotes, process prepayments and early buyouts, and manage end-of-term activities including renewals, returns, and purchase options.
• Maintain accurate servicing-system and CRM data, support recurring portfolio and lender reporting, and respond to data requests related to account status and performance.
• Monitor early-stage past due accounts, make first-touch reminder contact, and refer accounts that move further past due to the collections team.

Requirements

• Experience in loan or lease servicing, account servicing, billing and accounts receivable, equipment finance, or a comparable operational role, with Commercial or B2B experience as a plus.
• Early-term collections experience is a plus.
• Working knowledge of account servicing, including billing, payment application, payoffs, and end-of-term activity.
• Strong attention to detail and accuracy while managing multiple open accounts.
• Ability to work independently and prioritize through month-end and quarter-end during billing cycle and lender reporting deadlines.
• Proficiency with Microsoft Excel and Microsoft Outlook, along with servicing and CRM platforms.

Technologies

• Microsoft Excel
• Microsoft Outlook

Benefits

• 100% employer-paid health insurance for employees (HDHP plan)
• HSA with employer contribution
• Voluntary dental, vision, life, and AD&D coverage
• Unlimited time off
• 11 paid company holidays
• Bonus opportunities tied to operational performance
• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Onboarding Milestones

• First 30 days: Understand the portfolio and the servicing system while handling billing, payments, and customer inquiries day to day.
• 60 to 90 days: Operate account servicing independently, resolving inquiries instead of escalating, keeping records clean, and providing options and recommendations rather than posing questions.

Helpful (Not Required)

• Equipment finance or commercial lending experience
• Familiarity with lease and loan documentation
• Insurance or tax tracking experience
• Experience working on a small and fast-growing team

Recruiter and Agency Policy

LeasePoint Funding Group is not accepting unsolicited outreach or submissions for this role.