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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex customer cases and coordinating team efforts within the customer service domain, with a strong focus on process improvement and effective communication. Proficient in collections, equipment leasing, and maintaining operational documentation.
Highest-signal resume keywords
Customer Service ManagementComplex Case HandlingCollections KnowledgeTeam LeadershipProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Excel SkillsBankruptcy ProceduresPost-Originations KnowledgeDunning Process UnderstandingAccount Management
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationOrganizational SkillsEntrepreneurial MindsetTeam Spirit
Industry Keywords
Financial ServicesEquipment LeasingCustomer OutreachProcess DocumentationOperational Role
About the role
Key responsibilities & impact- Serve as the main point of contact for all post-origination-related inquiries
- Delegate and monitor incoming requests in the shared inbox
- Supervise incoming calls and external customer outreach
- Supervise the dunning process and other collection efforts, including coordination of reminder outreach and review of tracking files
- Independently manage complex cases, including bankruptcies, commencement delays, special payment arrangements, and other non-standard requests
- Manage key relationships with 1–3 major vendors
- Provide guidance and support to other team members
- Contribute to process improvements and standardized customer responses
- Maintain process documentation for all Customer Service-related processes
- Act as the operational team lead for Customer Service within the Administration Department
- Ensure timely and high-quality communication with customers regarding post-origination topics
Requirements
What you’ll need- Bachelor’s or master’s degree in Business Administration, Finance, Accounting, Economics, Management, Legal Studies, or another related field
- 2–5 years of relevant experience in customer service, financial services, equipment leasing, collections, account management, or a related operational role
- Prior experience handling complex customer cases and coordinating or mentoring team members is preferred
- Strong verbal and written communication skills
- Broad post-origination knowledge of equipment leasing
- Understanding of collections and the dunning process
- Intermediate to advanced Excel skills
- Working knowledge of bankruptcy procedures
- Strong team management and organizational skills
- Entrepreneurial mindset, team spirit and willingness to learn, create and grow
- Applicants must be currently authorized to work in the United States
Benefits
Comp & perks- Competitive healthcare benefits
- Remote work possibilities
- Flexible hours
- Competitive PTO
- Dynamic and supportive work environment fostering professional growth and development
- Opportunity to shape the direction of the company with ideas and actions
- Culture valuing equity, inclusion and belonging
- Safe space for diverse perspectives and insights