Terminations Specialist

Transwest Inc•Zuni, CO

11d•$25 - $29

About The Position

The Account Termination Specialist plays a critical role in managing the accurate and timely processing of paid-in-full accounts across our equipment finance portfolio. Reporting to the Customer Service Manager, this position is responsible for handling all account terminations once final payments have been received, ensuring proper closure of accounts, and coordinating with the Titles team to facilitate timely title release. This role requires a high level of attention to detail, consistency, and comfort with routine, process-driven work. The successful candidate will demonstrate strong organizational skills, the ability to work independently, and a commitment to ensuring all terminations are completed accurately and efficiently while maintaining a positive customer experience. Trans Lease, Inc. was founded in 1993 and is an independent finance company that specializes in Commercial Transportation Equipment. Located in the greater Denver area, we have a portfolio of over $1B in managed assets and do business in all fifty states, Puerto Rico and Canada.

Requirements

Exceptional attention to detail and accuracy.
Comfort working in a structured, process-driven environment with repetitive tasks.
Strong organizational and time-management skills.
Ability to work independently and manage assigned workloads effectively.
Strong problem-solving and analytical skills.
Clear written and verbal communication skills.
Proficiency in Microsoft Office/Google Suite and comfort working within internal systems and databases.
Coachable and open to training and process improvement.
High School Diploma required.
Prior experience in customer service, operations, or administrative processing roles preferred.
Experience working with account servicing, payoffs, terminations, or titles is strongly preferred.

Nice To Haves

Experience in equipment finance, leasing, titling, or asset-based portfolios is a plus.
Experience working with CRM systems or workflow tools is preferred.

Responsibilities

Account Termination Processing:
Review accounts that have reached paid-in-full status and initiate the termination process.
Validate that all financial obligations have been satisfied prior to account closure.
Process account terminations in accordance with company policies and procedures.
Ensure all required steps are completed accurately and in a timely manner.
Titles Coordination & Release:
Partner closely with the Titles team to coordinate the release of titles upon account payoff.
Ensure all necessary documentation is complete to facilitate timely title processing.
Monitor and track title release timelines, following up as needed to prevent delays.
Escalate any issues or discrepancies related to title processing.
Documentation & System Management:
Accurately update account status and maintain detailed records within internal systems.
Ensure all termination-related documentation is properly recorded and audit-ready.
Maintain organized tracking of termination activity and outstanding items.
Quality Assurance & Compliance:
Ensure all terminations are processed in compliance with internal policies and contractual requirements.
Verify accuracy of account data, payoff status, and supporting documentation.
Identify and escalate discrepancies or potential risks as appropriate.
Participate in audits or reviews of termination records as required.
Customer & Internal Communication:
Communicate clearly and professionally with customers regarding account payoff and next steps.
Respond to inquiries related to account closures and title release status.
Collaborate with Customer Service, Accounting, Titles, and other internal teams to resolve issues.
Provide timely updates on termination status and outstanding items when requested.
Workload Management & Process Adherence:
Manage a consistent volume of termination requests while meeting established timelines.
Maintain focus and accuracy in a repetitive, process-driven environment.
Identify opportunities for process improvement and increased efficiency.