Fleet Account Services Specialist

Account Services Specialist

This position delivers service to fleet customers and dealers while building strong customer relationships. The selected candidate will provide a single point of contact for inquiries and requests from customers, dealers, sales teams, and other internal partners as they relate to servicing the fleet portfolio. This role requires timely follow-up on delegated items to minimize financial risk through procedural compliance and processing excellence.

Key Responsibilities

• Prepare documents for account modifications including lease renewals, lease rewrites, balloon rewrites, mid-term rewrites, extensions, due date changes, and restructures.
• Audit returned executed documents for completeness and execute the modifications in the portfolio system.
• Respond to inquiries received via mail, email, cases, and phone, providing account information and performing updates such as payoffs, insurance loss, and repair check endorsements.
• Maintain consolidated billing numbers, update billing addresses, and provide contract copies.
• Collaborate with internal partners to minimize risk of non-compliance with partner policies and assist the tax department with appropriate account taxation and tax exemption documents.
• Review unapplied incoming payments daily and research posting instructions.
• Coordinate account dispositions and title releases with the asset recovery department.
• Manage maturing leases, initiate customer contact to consult on lease-end options, and process accounts before they reach 30 days past maturity.

Required Qualifications

Education: High School Diploma is required, and a Bachelor of Arts or Bachelor of Science degree is preferred.

Experience: Candidates must possess three to five years of overall work experience, including at least one year in collections, one year in compliance, two years in customer service, and one year in remarketing.

Technical Skills: Proficiency with Microsoft Word is required for document preparation and portfolio maintenance.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.