Customer Finance Specialist

Randazzo Heating & Cooling•Macomb Township, MI

3d•Onsite

About The Position

Job Purpose: Responsible for efficiently and professionally performing assigned clerical and customer finance duties to facilitate seamless transactions, ensure customer satisfaction, and provide a high level of customer service while adhering to quality assurance guidelines and protocol. Essential Functions: 1. Communicates a range of financing alternatives to customers, including monthly payment options, interest rates, and financing terms, ensuring clarity and transparency in decision-making. 2. Assists customer with selecting most favorable financing per customers credit score and recommends co-signer when needed. 3. Facilitates the completion of credit applications on behalf of customers, meticulously compiling necessary documentation and submitting applications to financing companies for final approval. 4. Communicates with installation technicians to ensure proper signatures are collected and paperwork is accurately completed. 5. Acts as a liaison between customers and financing agencies, promptly providing relevant credit information in adherence to company protocols and procedures. 6. Enters loan data into CRM system by updating customer file. 7. Collects essential loan documents upon completion of installations, promptly allocating funds and ensuring financial transactions are processed efficiently. 8. Executes various financing and office-related tasks as assigned, demonstrating versatility and adaptability in meeting organizational needs. 9. Performs additional duties as required to support the efficient operation of the department and enhance overall customer experience. Job Specifications: 1. Knowledge & Skills Required: · High School Diploma or Equivalent. · One-year related experience and/or training; or equivalent combination of education and experience · Professional verbal and written communication skills. · Organizational skills and attention to detail required. · Strong time management skills with a proven ability to meet deadlines. · Analytical and problem-solving skills. · Proficient with Microsoft Office Suite or related software Physical Requirements & Work Environment · The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Prolonged periods of sitting at a desk and working on a computer. · Must be able to lift 15 pounds at times. · The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. The noise level in the work environment is usually low. We offer competitive compensation and benefits packages for our employees. If you are a motivated individual with a passion for finance and excellent communication skills, we encourage you to apply for this position. Join our team and contribute to our ongoing success as a Finance Assistant. Heartland Home Service is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our dedication to unmatched customer service begins with hiring the most talented and motivated team in the business. We offer competitive benefits, employee perks, and many opportunities to advance your career. Our extensive ongoing training means that your skills will exceed industry standards. We trust our in-house team's knowledge and talent, so we hire HVAC technicians and electricians we can rely on.

Requirements

High School Diploma or Equivalent.
One-year related experience and/or training; or equivalent combination of education and experience
Professional verbal and written communication skills.
Organizational skills and attention to detail required.
Strong time management skills with a proven ability to meet deadlines.
Analytical and problem-solving skills.
Proficient with Microsoft Office Suite or related software

Responsibilities

Communicates a range of financing alternatives to customers, including monthly payment options, interest rates, and financing terms, ensuring clarity and transparency in decision-making.
Assists customer with selecting most favorable financing per customers credit score and recommends co-signer when needed.
Facilitates the completion of credit applications on behalf of customers, meticulously compiling necessary documentation and submitting applications to financing companies for final approval.
Communicates with installation technicians to ensure proper signatures are collected and paperwork is accurately completed.
Acts as a liaison between customers and financing agencies, promptly providing relevant credit information in adherence to company protocols and procedures.
Enters loan data into CRM system by updating customer file.
Collects essential loan documents upon completion of installations, promptly allocating funds and ensuring financial transactions are processed efficiently.
Executes various financing and office-related tasks as assigned, demonstrating versatility and adaptability in meeting organizational needs.
Performs additional duties as required to support the efficient operation of the department and enhance overall customer experience.