Middle Market Customer Service, SFG at First Financial Bank in Mason, Ohio

Job Description:

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!


If you are interested and qualified for this role, we invite you to apply.


Summit Funding Group, Inc. is an equipment financing company located in Mason, Ohio. Summit has an immediate opening for a positive, results-driven individual to join our Customer Service team.
The ideal candidate will handle incoming calls from a portfolio of business to business customers with questions regarding lease contracts, payoff, making payments, taxes, and the like.
As a Middle Market Customer Service Representative, it is important that you are personable, positive and able to remain friendly and engaged during calls. At the same time, you should also display an assertive personality and be motivated by a competitive nature. The Middle Market Customer Service Representative position will require you to be self-motivated and career-minded, with a strong work ethic.



Essential Functions/Responsibilities

• Researching and resolving customer concerns regarding lease contracts.


• Timely responding to incoming emails and phone calls from customers.


• Working collaboratively with legal, accounting and other departments.


• Recording accurate and detailed notes in system; updating customer account status.


• Collecting past due invoices.


• Generating 30 and 60 day past due letters to Customers.


• Making outbound calls as required for light collections, such as a 10-day reminder call.


• Contacting customers to discuss delinquent accounts and negotiating payment.


• Other reasonable duties, as may be determined by the Middle Market Collections Manager.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Minimum 1 year experience in a collections role


• High school diploma or GED


• Excellent verbal communication skills


• Should be customer service driven


• Knowledge of MS Office (Word, Excel, Outlook, Access)

Preferred Knowledge and Skills

• B.A. or some college


• Knowledge of Aspire and/or Lease Plus


• Knowledge of leasing and/or mortgage industries preferred

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.


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