Customer Service & Collections Specialist
Listed on 2026-01-27
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Customer Service/HelpDesk
Customer Success Mgr./ CSM, Customer Service Rep, HelpDesk/Support, Bilingual
Are you a customer-focused professional who knows how to balance empathy with accountability?
Lease Point Funding Group is a fast-growing specialty equipment finance company seeking a Customer Service & Collections Specialist to support our expanding servicing operations. This role focuses on managing customer inquiries, resolving account issues, and guiding customers through payment solutions—while ensuring contractual obligations are met.
This position is ideal for someone who is empathetic, detail-oriented, and comfortable handling sensitive conversations in a fast-paced,team-orientedstart-upsetting.
What’s In Itfor YouThis role offers the opportunity to build valuable experience in financial services while making a direct impact on both customer experience and portfolio performance.
You’llwork closely with customers to resolve account issues, develop strong communication and problem-solving skills, and gain exposure to servicing operations within a growing specialty finance company. Your work will be visible and meaningful, supporting long-term customer relationships and business stability, while you grow in a collaborative environment that values professionalism, accountability, and continuous improvement.
Why This Role MattersThe Customer Service & Collections Specialist plays a critical role in maintaining customer satisfaction while ensuringtimelyandaccuratepayment performance across the portfolio. This is a highly visible role that supports customers, internal teams, and overall portfolio health, not simply transactionalcollectionswork.
What You’ll Learn & DoYou’llgain experience across a range of customer servicing and collections functions, including:
- Serving as a primary point of contact for customer inquiries related to billing, payments, insurance, and account status
- Proactively managing delinquent accounts through professional outbound communication and follow-up
- Monitoring daily payment activity, resolving failed or returned payments, and bringing accounts current
- Assisting with insurance documentation, proof of coverage, and lease-related requirements
- Reviewing account histories for accuracy and escalating discrepancies as needed
- Educating customers on lease terms, payment obligations, and account resolution options
- Maintainingaccuratedocumentation and notes within servicing and CRM systems
- Ensuring all activities comply withininternal policies and applicable regulations
- Identifyingrecurring issues and contributing feedback to improve servicing processes
This job description is intended to describe the general nature of the role and is not an all-inclusive list of responsibilities. Duties and priorities may evolve as business needs change.
What Success Looks LikeWithin
90 days:
- Confidently manage customer inquiries and assigned accounts
- Accurately document interactions and account activity
- Develop a strong understanding ofLeasePoint’sservicing processes and policies
Within 6–12 months:
- Independently manage a portfolio of customer accounts
- Effectively resolve delinquency issues whilemaintainingpositive customer relationships
- Contribute to process improvements that enhance efficiency and customer experience
- High school diploma or equivalent required
- 2+ years of experience in customer service, collections, or account servicing
- Experience in financial services, lending, or leasing is a plus
- Strong verbal and written communication skills
- Ability to handle sensitive conversations professionally and respectfully
- Excellent organizational skills and attention to detail
- Comfort working in a fast-paced environment with multiple priorities
- Proficiency with CRM systems and Microsoft Office (Excel, Outlook)
- Ability to work independently while collaborating effectively with internal teams
LeasePointis a growth-focused specialty equipment finance company built on strong relationships and collaborative teamwork. We offer early-career professionals meaningful responsibility, direct exposure to leadership, and the opportunity to grow alongside the business in a supportive, high-performing environment.
Third-party recruiters & Staffing agencies
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We are not accepting unsolicited outreach or submissions for this role. Please do not contact us regarding this position.
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