Financial Operations Specialist / Customer Service Representative
CRG · Greensboro, NC
Tailor my CV for this job — freeFinancial Operations Specialist / Customer Service Representative
This role focuses on providing an excellent customer onboarding experience while supporting financial transactions, billing, account maintenance, and other operational activities.The ideal candidate has experience in customer service, financial services, billing, or administrative support. This individual should have strong problem-solving skills, excellent attention to detail, and the ability to work collaboratively across multiple departments to resolve issues and ensure accurate processing of financial transactions.Key ResponsibilitiesMaintain accurate records of retail financing transactions to support timely and accurate invoicingProvide excellent customer service to internal and external customers by addressing questions and resolving issues related to billing, payments, contract payoffs, and account terminationsProcess contract and asset management documentation, including insurance verification, title processing, and transaction recordsVerify insurance coverage and ensure compliance with titling requirements and related documentation standardsCollaborate with departments such as Risk, Legal, Credit, Sales, Marketing, Insurance, and Accounting to improve the overall customer experienceAssist with developing procedures and training materials to improve operational efficiency and ensure compliance with company policiesSupport risk analysis for existing accounts that require modifications or alternative solutionsIdentify opportunities to improve processes, workflows, and operational performanceContribute to projects and initiatives that support broader business and operational objectivesMaintain accurate documentation while handling customer requests with urgency, professionalism, and attention to detailQualificationsPrevious experience in customer service, financial services, billing, or administrative support preferredStrong customer service and relationship-building skillsExcellent problem-solving and critical-thinking abilitiesStrong attention to detail and accuracy when handling financial transactions and documentationAbility to communicate effectively and collaborate with multiple departmentsStrong organizational skills and the ability to manage competing prioritiesProficiency in Microsoft Office SuiteAbility to learn internal systems, procedures, and compliance requirementsBenefitsEligible contract employees working an average of 30 or more hours per week may elect benefits through the staffing agency after 90 days of employment.Available benefits include:Medical and health insurance with multiple plan optionsHealth Savings Account (HSA) and Flexible Spending Account (FSA) options, with a $500 employer match on HSA contributionsDental and vision insuranceVirtual visits for urgent care, psychiatry, and therapy401(k) with an employer match of up to 4%Life and Accidental Death and Dismemberment (AD&D) insuranceShort-term and long-term disability insuranceAccident, hospital, and critical illness insuranceIdeal CandidateThe ideal candidate is customer-focused, organized, and comfortable working with financial documentation and account information. They should be able to resolve customer concerns efficiently, maintain accurate records, and collaborate with cross-functional teams in a professional environment.Opportunity: This contract-to-hire position offers the potential for long-term employment with an established financial services organization.Category Code: JN003#LI-AD1#LI-OnsiteSeniorityLevel: Associate