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Client Services Jobs

Customer Solutions Specialist

WSFS Bank

Philadelphia, Pennsylvania

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JOB DETAILS
SALARY
$48,416–$79,541.75
SKILLS
Accounts Receivable, Asset Management, Banking Services, Business Loans, Campaigns, Communication Skills, Computer Skills, Customer Relations, Customer Support/Service, Detail Oriented, Distribution Channel, Emerging Technology, Finance, Financial Services, Loans, Microsoft Office, Organizational Skills, Past Due Accounts, Presentation/Verbal Skills, Problem Solving Skills, Property Tax, Reconciliation, Regulatory Requirements, Sales Tax, Small Company, Telephone Skills, Time Management, Track Customer Issues, Writing Skills
LOCATION
Philadelphia, Pennsylvania
POSTED
30 days ago
Job Description

NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and Customer Solution. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization.

NewLane Finance is immediately seeking a positive Customer Solution Specialist with strong skills in, but not limited to, clear communication, attentiveness, and time management. This position will be reporting to the Director of Customer Service of NewLane Finance.

Essential Functions:
  • General knowledge of commercial equipment financing and the products thereof.
  • Ability to communicate with customers clearly and concisely.
  • Respond to customer calls with accuracy and first contact resolution approach.
  • Answer customer calls and emailswhile rectifying all concerns or issues, including but not limited to:
  • Company issues, address changes, invoicing, late charges, payment history, payment options, property tax, sales tax, miscellaneous fees, and other concerns.
  • Respond to written inquiries received via email, fax and/or mail.
  • Broad understanding of accounts receivable, payment application and account reconciliation.
  • Adhere to compliance of Documented Policy & Procedure; both departmental and organizational.
  • Maintain customer records by updating account information after each correspondence with customer.
  • Willingness to learn new technology, processes, and procedures.
  • Assist and complete additional tasks/duties deemed needed by management.
  • Assist with Collections with outbound campaigns when needed.

Requirements:
  • The successful candidate will possess a positive and "customer-centric" attitude, adhering to the core values of NewLane Finance.
  • Candidate must have a "business" mindset, with an understanding of the financial services industry - including an ability to understand all facets of financial services, such as leasing, secured lending and asset management.
  • Two to Five years in relevant Customer Solution experience. Leasing/financial industry/banking sector is preferred.
  • Exceptional organizational skills.
  • Ability to work autonomously while displaying excellent written and verbal communication skills.
  • Detail oriented and ability to remain patient and professional when interacting with customers.
  • Ability to manage time and working efficiently without sacrificing quality.
  • Proficient computer skills including MS Office Suite and ability to learn various proprietary software programs.

Salary Range:
$48,416.00 - $79,541.75

Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected ve

About the Company

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WSFS Bank

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