Client Service Specialist

Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses. 

LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/ 

Website: www.equifyfinancial.com 

Key Roles / Responsibilities:   

• Serve as the primary point of contact for inbound client inquires across phone, email, voicemail, and Regional Sales Manager (RSM) referrals. 
• Route client requests to the appropriate internal team (Credit, Documentation, Legal, Servicing Operations, Sales) and coordinate timely response. 
• Conduct outbound outreach on accounts in 0-10, 11–12-day past-due window, working with clients to understand their situation and secure payment commitments. 
• Provide payoff quotes, billing information, statement requests, and account documentation to clients accurately and on time. 
• Document every client interaction, commitment, and resolution in Salesforce and the servicing system, maintaining audit-ready records.
• Monitor open service items, payment commitments, and pending internal responses through to resolution and confirm closure with the client.
• Escalate signals of client financial stress, operational change, or account-level risk to the Director of Collections with supporting context.
• Coordinate with Regional Sales Managers to keep the sales team informed of open client service items affecting their accounts.
• Support clean handoffs to the Collections team when accounts roll into 31 DPD.
• Follow company policies and applicable regulations, including FDCPA, ACH/NACHA, UCC, title practices, and privacy requirements.

Required Education, Experience, and Qualifications:

• Zero to three years of customer service or related professional experience; experience in equipment finance, commercial lending, banking, or specialty finance preferred.
• Strong verbal and written communication skills, including the ability to handle difficult conversations professionally.
• Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines in a structured, in-office environment.
• Proficiency with Microsoft Office (Outlook, Excel, Word, Teams); experience with Salesforce or other CRM and loan servicing platforms preferred.
• Basic understanding of financial statements and commercial lending concepts preferred.
• Familiarity with regulatory frameworks applicable to commercial lending (FDCPA, ACH/NACHA, UCC, privacy) preferred.

Working Conditions:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.
• Must be able to complete tasks even with frequent interruptions.
• Must be able to use discretion and independent judgment as needed.
• Must be able to speak clearly on the phone and to fellow workers.

Benefits:

• Competitive Compensation Package
• Medical Dental Vision Coverage
• 401K Company Match
• Life Insurance Long Term Disability Coverage - 100% Company Paid
• Health Savings Account (HSA)
• Gym Reimbursement Program
• Tuition Reimbursement Program
• Wellness Check Program - Insurance Premium Discounts
• EAP Resources
• Paid Holidays
• Paid Time Off (PTO)

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when appropriate.

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