Responsible for delivering account management services to CULA's credit union clients. The role requires a high
level of problem solving, an attention to details, the ability to research and understand business processes and
excellent customer relations skills.
Duties and responsibilities include the following. Other duties may be assigned.

• Ensures CULA-quality service standards are exceeded for clients and lessees.
• Maintain strong relationships and communication practices with CULA’s credit union clients.
• When the departmental workload requires, provides service to lessees and assists with data entry and

processing specialist position.

• Making outbound & taking inbound phone calls and emails from Credit Union Clients.
• Communicating directly with credit unions on end of term issues and resolutions.
• Prepares for customer and client inquiries by studying products, services, and processes and offers

options and solutions accordingly.

• Responds to client & customer inquiries; reviews previous notes & responses, gathers & researches

documentation to respond in a most timely manner.

• Orders and monitors lease agreements for CU’s, CDK and Reynolds and Reynolds.
• Documents client inquiries and responses in customers' accounts.
• Improves quality service by recommending improved processes, and/or service applications.
• Updates job knowledge by participating in educational opportunities.
• Provides training of clients in leasing operations, on-boarding and implementation.
• Understands The Seamless Lease Connection from an operational perspective and makes recommendations for

improvements.

• Assists with software testing of The Seamless Lease Connection and reports feedback.
• Updates and creates user guides, program guides, operating procedures and training presentations.
• 15% travel to client locations is required.
• Performs other related duties as assigned.

Qualifications:
To perform this job successfully, an individual must be able to perform each duty satisfactorily. The requirements
listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may
be made to enable individuals with disabilities to perform the essential functions.
Language Ability:
Ability to read and comprehend instructions, correspondence, and memos. Ability to write correspondence, user
guides, procedures and presentations. Ability to effectively present information in one-on-one and small group
situations to customers, clients, and other employees of the organization.
Math Ability:
Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Ability to perform these
operations using units of American money and weight measurement, volume, and distance.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages is
needed.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations. Ability to define
problems, collect data, establish facts, and draw valid conclusions.
Computer Skills:
Demonstrated proficiency in Microsoft Office tools, including Word, Excel, PowerPoint and Outlook.
Education/Experience:
Bachelor's degree preferred. 5 years in account management/client/customer service required. Quick and accurate
processing and data entry is required.
Finance, banking and credit union industry knowledge and experience is a plus.
Knowledge, Skills and Other Abilities:

• Oral communication skills
• Written communication skills
• Reading skills
• Computer literacy skills
• Keyboard skills
• Customer relations skills
• Customer service skills
• Training skills
• Professionalism
• Diplomacy skills
• Math aptitude
• Organizational skills
• Project management skills
• Time management skills
• Planning
• Presentation skills
• Enterprise Application Proficiency
• Problem solving

Pay Rate:

• $19 to $22 per hour
• The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform
the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands, reach with hands and arms, and
talk or hear. The employee is occasionally required to stoop, kneel, crouch or crawl. The employee frequently is required to
stand; walk; and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, and ability to adjust focus.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing
the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform
the essential functions. The noise level in the work environment is usually moderate.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is
required to stand; walk; and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25
pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
Location: San Diego,California,United States, San Diego, CA 92108

Location: San Diego,California,United States, San Diego, CA 92108

Job Type: Full-time

Pay: $19.00 - $22.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person