Job Title: Financial Operations Specialist
Status: Full-time
Location: Fort Worth, TX
About the Company:
Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.
LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/
Website: www.equifyfinancial.com
Job Summary:
We are seeking a Collections Specialist with a strong focus on providing exceptional customer service while engaging in collections activities. The ideal candidate will have a background in customer service or collections with the ability to resolve escalated accounts effectively.
Key Responsibilities:
- Handle collections calls with a customer service-oriented approach, addressing customer inquiries and resolving issues effectively.
- Seek alternatives to bad debt by having an open dialogue with the customer, understanding their situation, developing mutual and realistic plans to remedy the issue.
- Utilize financial systems such as Solifi, Microsoft Suite, and Salesforce to manage collections activities and customer interactions.
- Collaborate with customers to find mutually beneficial solutions for outstanding payments while maintaining a high level of professionalism.
- Identify opportunities for process improvement and contribute to the design and enhancement of collections procedures.
- Provide support in resolving escalated customer issues and demonstrating problem-solving skills in independent work settings.
- Take ownership of collections tasks and contribute to the overall success of the team and organization.
- Participate in asset management, contributing to the valuation, acquisition, and disposal of industrial assets.
- Keep precise records of your interactions with customers and collections efforts.
- Regularly report on collections status and customer service metrics.
- Stay up to date with relevant laws and regulations.
- Other duties, as assigned.
Requirements:
- Bachelor’s degree in finance or related field is preferred.
- At least three (3) years of previous collections experience, preferably within a financial institution or non-bank lender.
- Familiarity with heavy machinery, transportation equipment, and other industrial assets is a bonus.
- Experience in the repossession, foreclosure, litigation, and bankruptcy process.
- Proficiency in financial systems such as Solifi, Microsoft Suite, and Salesforce preferred.
- Ability to work independently, demonstrating strong problem-solving skills and initiative.
- Excellent communication skills and a customer-centric approach towards collections activities.
Working Conditions:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift 15 pounds at times.
- Positions self to install equipment, including under desks.
- Moves throughout the building to access files.
- Must be able to comprehend and follow written and oral instructions.
- Must be able to complete tasks even with frequent interruptions.
- Must be able to use discretion and independent judgment as needed.
- Must be able to speak clearly on the phone and to fellow workers.
This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.