Demo

Customer Account Representative – First-Party Personal Loan Servicing

Capital Management Services, LP
Buffalo, NY Full Time
POSTED ON 7/20/2026
AVAILABLE BEFORE 8/18/2026
Buffalo, NY | Full-Time | Starting at $17.00/hour Up to $500/Month in Performance Bonuses

Capital Management Services (CMS) is hiring for our June 1st, 2026 training class!

CMS is a Buffalo-based company specializing in first-party account servicing for a nationally recognized financial institution. In this role, you will work with customers who have personal loans ranging from $8,000 to $40,000, helping them resolve recently missed payments and identify repayment solutions.

This is first-party account servicing-not third-party debt collection or charged-off debt recovery. We are looking for professional, customer-focused individuals who can communicate confidently and represent our client with the highest level of professionalism.

What You'll Do

As a Customer Account Representative, you'll work with customers whose personal loans are between 2 and 90 days past due, helping them bring their accounts current while providing exceptional customer service.

Responsibilities Include

  • Handle inbound and outbound calls regarding personal loan accounts.
  • Discuss payment options and assist customers with resolving recently missed payments.
  • Build rapport while maintaining a professional and empathetic approach.
  • Accurately review account information and document customer interactions.
  • Navigate multiple computer systems efficiently.
  • Meet individual and team performance goals while maintaining strict compliance standards.

What We're Looking For

  • Previous first-party collections or financial services experience preferred
  • Professional phone presence and strong communication skills
  • Excellent customer service and problem-solving abilities
  • Comfortable working in a fast-paced, goal-oriented environment
  • Basic computer proficiency and the ability to multitask
  • Reliable attendance and a strong work ethic

Compensation & Benefits

  • Starting pay of $17.00 per hour
  • Earn up to $500 per month in performance bonuses
  • Fully paid training
  • Paid Time Off
  • Medical, Dental, and Vision Insurance
  • 401(k) with company match
  • Employee Referral Program
  • Career advancement opportunities
  • All equipment provided

Paid Training

Training begins August 10th , 2026

Position Details

  • Full-Time
  • 40 hours per week
  • On-site in Buffalo, NY

If you're looking for a career with a stable company that values professionalism, customer service, and employee development, we'd love to hear from you. Apply today to join the Capital Management Services team!

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