Lease Account Adjustment Representative

US-TX-Arlington
Requisition ID
2017-29410
Employee Type
Full Time-Regular
Category
Accounting / Finance / Treasury

Overview

The Lease Account Adjustment Representative researches lease customer complaints and makes necessary adjustments and/or recommendations to resolve request. Request types include but not limited to misapplied and/or missing payment request, reconciling debits and credits, customer refunds, suspense rejects, and insurance repair checks. This team member has contact with internal and external business partners including financial institutions, attorneys, company alliances, customers and automobile dealerships

Responsibilities

JOB DUTIES:

  • Process Lease Service requests received from Collections and Customer Service with accuracy and efficiency.
  • Research and process charge backs, returns, and bad checks.
  • Provide quality customer service to written requests.
  • Assist all internal and external customers by providing accurate, courteous responses to lease payment and account inquiries.
  • Ensure insurance repair checks are reviewed for required documentation, verification of repairs completed, endorsement and release of repair check in an accurate and timely manner according to procedure.
  • Process lockbox and transmittal corrections or rejects daily in an accurate manner.
  • Maintain suspense file in accordance with policy.
  • Process and monitor all customer refunds.
  • Ensure all reconciling items or out-of-balance items are resolved in an accurate and timely manner.    

OTHER IMPORTANT DUTIES:    

  • Report to work as scheduled.
  • Work well in group problem solving situations.
  • Balance team and individual responsibilities
  • Promote a cooperative and productive work environment.
  • Assist and complete special projects as needed.  
  • Perform related duties as needed.

REPORTING RELATIONSHIP:

Reports to: Payment Services Lease Manager

Direct Reports: None    

Qualifications

Knowledge 

  • Basic knowledge of the accounts receivable process.
  • Some knowledge of credit and debit processing in finance or banking environment    

Skills 

  • Accurate data entry and ten-key skills.
  • Mathematical ability to calculate payments and reconcile payment postings.
  • Proven problem solving skills.
  • Proficient in the use of basic computer functions and Microsoft applications.
  • Flexibility: work-style preference for fast-paced, changing environment.
  • Ability to multi task.
  • Strong interpersonal and teamwork skills.
  • Skills necessary to operate various office equipment such as fax machine, copiers, etc.    

Experience 

  • Experience in customer service and in performing general office duties in finance or banking related environment.
  • Experience performing auto finance lease transactions preferred.
  • High School Diploma or equivalent required.    

WORK CONDITION:

Normal office environment subject to stresses of daily deadlines and dealing with customers, branches, other departments and outside vendors. Occasional overtime may be required to meet company needs.

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