Accounting Services Associate III

We are seeking a dedicated and detail-oriented Customer Service Representative to join our team. As the first point of contact for our clients, brokers, and internal departments, you will play a crucial role in ensuring a positive customer experience by addressing inquiries, resolving issues, and supporting account and contract processes related to equipment financing.

• Minimum of 1 year of customer service experience, preferably in commercial lending.
• Strong verbal and written communication skills, with the ability to communicate professionally via phone, email, and text using proper grammar.
• Good listening and negotiation skills.
• Intermediate computer and data entry skills, including Microsoft Word, Excel, Outlook, and Internet applications.
• Typing speed of 25 words per minute (WPM).

• Well Organized: Ability to manage multiple tasks, prioritize effectively, and address issues in the appropriate order.
• Resourceful: Passion for problem-solving with a proven ability to utilize available resources to assist customers.
• Investigative Mindset: Ability to analyze various types of information and draw logical conclusions regarding customer needs.
• Compassionate Engagement: Committed to helping customers solve problems while maintaining a calm and professional demeanor during challenging situations.
• Results-Oriented: Demonstrates a genuine desire to achieve goals and deliver excellent customer service.
• Flexible: Able to adapt quickly to new procedures and processes as business needs evolve.
• Team-Oriented: Works collaboratively with departments such as Underwriting, Sales, Account Management, Collections, Credit, Documentation, and Accounting.

• Handle inbound and outbound customer inquiries via phone, email, and chat in a professional and courteous manner.
• Document all customer communications and follow-up activities.
• Process payments for current customers as needed.
• Process customer credit references.
• Reconcile cash applications with customer accounts.
• Review accounts with management for account adjustments and waivers.
• Enter customer requests and issues into the system for operational departments, including Accounting.
• Assist customers with questions regarding financing agreements, payments, balances, payoff requests, and contract terms.
• Process customer requests, including account updates, payment changes, and document retrieval.
• Liaise with internal departments, including Sales, Credit, Collections, and Documentation, to resolve customer issues efficiently.
• Educate customers on company services, policies, financing agreements, and account features.
• Monitor customer accounts to ensure the accuracy of account information and supporting documentation.
• Identify opportunities to improve the customer experience and escalate unresolved issues to management when necessary.
• Process name change requests and assumption requests as required.

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.

Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.

For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded:  click here to access or download the form.  Complete the form and then email it as an attachment to [email protected]. You may also click here to access Conduent's ADAAA Accommodation Policy.