Client Services Account Coordinator
About The Position
Red Oak Inventory Finance provides commercial floor plan inventory financing services for manufacturers and dealerships of RV’s, Boats, and Trailers. We offer specialized, structured lending solutions that allow dealerships to finance inventory, streamline cash flow, and secure quick turnaround times for funding. Our success relies on our exceptional team with extensive experience in inventory finance and our emphasis on internal cross-training, fostering flexibility, creativity, and quick decision-making. Employees who thrive here possess an entrepreneurial spirit, offer unique insights into client operational challenges, take ownership and pride in their work, are comfortable with diverse responsibilities, and are proactive in contributing perspectives and ideas. Our growing Operations Department seeks a strong Client Services Account Coordinator to support our Account Executive team’s client portfolio.
Requirements
- Excellent written and verbal communication skills with a high attention to detail.
- Previous experience working in a corporate environment, preferably in Finance, Banking, or Customer Service.
- Confidence in making phone calls to clients for initial collections.
- Collaborative team player and mindset.
- Life-long learner who is curious and proactive in asking questions.
- Comfortable and proficient in Microsoft Office Suite.
- Completed Associate's Degree.
Responsibilities
- Work closely with internal Sales, Credit, and Processing groups to problem-solve and provide high-level customer service.
- Provide excellent customer service to dealer customers via email and phone, answering questions related to supplier invoicing, billing statements, and inventory inspections.
- Follow up on inventory status codes.
- Serve as the first point of contact for collection calls regarding monthly finance charges and principal payments.
- Collaborate with inventory inspection vendors by coordinating audits and handling clearance calls.
- Maintain a high level of attention to detail in documenting follow-ups within the system of record.
- Prepare documents and work within Excel spreadsheets.
- Perform general administrative tasks.
Benefits
- Fantastic Benefits with company contribution
- On the job training
- Strong mentorship from our Leadership team
- Your voice matters - we want to hear your ideas and perspectives
- Annual Bonus opportunity based on individual & company performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
