Servicing Specialist

Are you a professional who knows how to balance empathy with accountability while managing customer accounts and payment performance?

LeasePoint Funding Group is a fast-growing specialty equipment finance company seeking a Servicing Specialist to support our expanding portfolio servicing operations. This role focuses on managing customer accounts, resolving payment issues, and guiding customers through structured account resolution—while ensuring contractual obligations are met.

This position is ideal for someone who is detail-oriented, organized, and comfortable having professional conversations with customers regarding payment obligations and account status in a fast-paced, team-oriented start-up setting.

What’s In It for You

This role offers the opportunity to build valuable experience in financial services while making a direct impact on both portfolio performance and customer relationships. You’ll work closely with customers to resolve account issues, strengthen servicing processes, and gain exposure to portfolio management and collections operations within a growing specialty finance company.

Your work will be visible and meaningful, supporting long-term customer relationships and business stability, while you grow in a collaborative environment that values professionalism, accountability, and continuous improvement.

Why This Role Matters

The Servicing Specialist plays a critical role in maintaining strong portfolio performance while supporting positive customer relationships. This role focuses on proactive account management and delinquency resolution, helping ensure timely payments and consistent servicing standards across the portfolio.

You will work closely with customers and internal teams to identify issues early, resolve account concerns, and maintain accurate account documentation—supporting the overall health of LeasePoint’s portfolio.

What You’ll Learn & Do

You’ll gain experience across a range of portfolio servicing and collections functions, including:

• Managing customer accounts and responding to inquiries related to billing, payments, insurance, and account status
• Proactively managing delinquent accounts through professional outbound communication and follow-up
• Monitoring daily payment activity and resolving returned or failed payments
• Reviewing aging reports and assisting with early-stage delinquency resolution
• Educating customers on lease terms, payment obligations, and account resolution options
• Assisting with insurance documentation, proof of coverage, and lease-related requirements
• Maintaining accurate documentation within servicing and CRM systems
• Reviewing account histories for accuracy and escalating discrepancies when needed
• Ensuring servicing activities comply with internal policies and applicable regulations
• Identifying recurring servicing issues and contributing feedback to improve operational processes

This job description is intended to describe the general nature of the role and is not an all-inclusive list of responsibilities. Duties and priorities may evolve as business needs change.

What Success Looks Like

Within 90 days:

• Develop a strong understanding of LeasePoint’s servicing processes and policies
• Confidently manage customer inquiries and assigned accounts
• Accurately document interactions and account activity

Within 6–12 months:

• Independently manage a portfolio of customer accounts
• Effectively resolve delinquency issues while maintaining positive customer relationships
• Contribute to process improvements that enhance efficiency and customer experience

What You’ll Need

• High school diploma or equivalent required
• 3 years of experience in collections, account servicing, accounts receivable, or portfolio management
• Experience in financial services, lending, leasing, or equipment finance is a plus
• Strong verbal and written communication skills
• Ability to handle sensitive conversations professionally and respectfully
• Excellent organizational skills and attention to detail
• Comfort working in a fast-paced environment with multiple priorities
• Proficiency with CRM systems and Microsoft Office (Excel, Outlook)
• Ability to work independently while collaborating effectively with internal teams

Compensation & Benefits

• $45,000-60,000 total compensation, commensurate with experience
• Performance-based bonus tied directly to lead generation and pipeline contribution
• 100% employer-paid health insurance for employees (HDHP plan)
• HSA with employer contribution to support long-term healthcare savings
• Voluntary dental, vision, life, and AD&D coverage
• Unlimited Time Off policy so you can recharge when needed
• 11 paid company holidays
• Flexible work environment and schedule focused on outcomes
• Direct collaboration with leadership and sales, giving you visibility and influence across the business
• Opportunity to build the marketing function from the ground up at a fast-growing financial services company and directly impact revenue growth

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Referral program
• Vision insurance

Work Location: In person

Salary : $45,000 - $60,000