Account Service Coordinator

Position Summary

This is an introductory role within an inventory finance portfolio, working closely with the Account Manager to assist in all operational aspects. Involves frequent interaction with manufacturer and dealer customers as well as internal sales and credit teams.

Key Responsibilities

• Customer Service – Provide prompt, professional, and proficient assistance to customers (manufacturers and dealers). This includes inquiries regarding monthly billing statements, account maintenance, inventory audit reconciliations, interest charges, and customer assistance in navigating Northpoint Commercial Finance’s (NCF) online account management system.
• Risk Mitigation & Collections – Assist Account Manager in routine collection of principal and interest payments from dealers in the assigned portfolio. Communicate effectively with the Account Manager regarding non-performing dealers.
• Pending Orders – Monitor new funding order requests and seek Account Manager approval for release as needed.
• Clearance Calls – Receive and resolve clearance calls from Field Service Representatives and provide direction on the inventory audit process. Address collection issues and collateral discrepancies at the conclusion of the audit. Collaborate with Account Manager regarding collection strategies.
• Administrative Duties – Research and clear suspense balances, process unit transfer requests, and request administrative updates from the credit processing team on behalf of the Account Manager, such as contact info updates, line suspensions, and risk rating adjustments.

Requirements & Tech Stack

• Proficiency with Microsoft Office applications including Word, Excel, Teams.
• Experience with database application systems.

Qualifications

• Education/Experience: A Bachelor's degree from a four-year college or university is preferred.
• Language Ability:
• Ability to read and interpret documents such as operating instructions and policy and procedure manuals.
• Ability to draft customer-facing emails and correspondence.
• Ability to communicate effectively via phone with a variety of manufacturer/dealer contacts.
• Math Ability: Ability to calculate figures and amounts such as payoffs, discounts, interest, and percentages.
• Reasoning Ability:
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, or schedule form.

Certificates and Licenses: N/A

Supervisory Responsibilities: N/A