What are the responsibilities and job description for the Sr Collection Specialist position at Equify Financial, LLC?
Company Information: Equify Financial, LLC., 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
Position Summary: We're searching for a Collections Specialist—a meticulous, empathetic, and solution-oriented professional who understands the intricate balance between maintaining financial health and nurturing customer relationships. In this role, you will not only lead our collections efforts but also respond to customer inquiries, ensuring a high level of service is maintained in all interactions. You'll oversee ensuring smooth title transitions and taking part in asset management, all while maintaining our high standards of customer service.
Key Roles / Responsibilities:
- Take the reins on collections activity, using your negotiation skills to encourage timely payments, all while preserving our valued customer relationships.
- Be the friendly voice that addresses customer inquiries, providing supportive solutions and advice, emphasizing our commitment to their success.
- Collaborate with our dedicated team to improve processes, showcasing our solution-oriented philosophy.
- Keep precise records of your interactions with customers and collections efforts, a testament to our commitment to detail.
- Regularly report on collections status and customer service metrics, supporting our culture of transparency and accountability.
- Stay up to date with relevant laws and regulations, reinforcing our promise to be a trustworthy financial partner.
Required Education, Experience, and Qualifications:
- Bachelor’s degree in business administration, Finance, or related field. Experience, for us, is just as valuable.
- 5 plus years of experience in collections experience, preferably within a financial institution or non-bank lender. Familiarity with heavy machinery, transportation equipment, and other industrial assets is a bonus.
- Superior customer service skills, embodying our empathetic approach.
- Strong communication and negotiation skills, crucial to our collections process.
- Proficiency with Microsoft Office Suite or related software, the tools of our trade.
- Capability to handle sensitive situations with tact and diplomacy.
- Organized and focused, with an ability to prioritize and multitask in a dynamic environment.
- A thorough understanding of the regulations that govern our operations.
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 possible.
I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation.
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