Customer Solutions Specialist
Wsfs Financial

Job Info

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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.

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 emails while 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.

The successful candidate will receive a competitive compensation package, excellent benefit package to include: Health, Rx, Dental, Vision, Life Insurance (Company Paid), AD&D Insurance, Additional Voluntary Life Insurance, Short Term/Long Term Disability Insurance, Flexible Spending, 401(k) with match, generous PTO and much more...

NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

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 veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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