Client Services Account Coordinator

Job Description

Job Description

***Must be willing to work in our Alpharetta, GA office. Our working hours are Monday through Friday 8:30a - 5p EST.

Red Oak Inventory Finance provides commercial floor plan inventory financing services for our clients - primarily manufacturers and dealerships of RV’s, Boats, Trailers. We offer specialized, structured lending solutions that allow dealerships to finance the inventory on their floor and show rooms, streamline their cash flow, and secure quick turnaround times for funding.

Our success heavily relies on our exceptional & unique team, with an average of 20+ years experience with inventory finance, and our emphasis on internal cross training allowing flexibility, creativity, and the ability to make decisions quickly. Employees who thrive with us possess an entrepreneurial spirit, providing unique insights into operational challenges our clients face, take both ownership and pride in their work, are comfortable wearing multiple hats, and who are proactive about contributing perspectives and ideas.

Our Operations Department is growing and is looking for a strong Client Services Account Coordinator to support our Account Executive team’s portfolio of clients.

What you’ll do:

• Work closely with internal Sales, Credit and Processing groups to problem solve and provide high level customer service

• Provide excellent customer service to our dealer customers, including email and phone communication answering questions related to supplier invoicing, billing statements and inventory inspections

• Follow for updates of inventory status codes

• First contact for collection calls of monthly finance charges and principal payments

• Collaborate with inventory inspection vendors by coordinating audits and taking clearance calls

• Provide a high attention to detail with documentation of follow-up in our system of record

• Prepare documents, work within Excel spreadsheets, and other general administrative tasks

What we like to see:

• Excellent written & verbal communication skills with a high attention to detail

• Previous experience working in a corporate environment, preferably in Finance, Banking, or Customer Service

• Confidence making phone calls to clients for first attempt of collections

• Collaborative team player & mindset

• Life long learner who is curious and proactive in asking questions

• Comfortable & proficient in Microsoft Office Suite

• Completed Associates Degree

What you’ll gain from working with us:

• Fantastic Benefits with company contribution

• Be a part of a team that is highly collaborative, engaged, emotionally intelligent, and expanding quickly

• On the job training

• Strong mentorship from our Leadership team

• Your voice matters - we want to hear your ideas and perspectives

• Base Salary Negotiations begin at $45k and will depend on experience

• Annual Bonus opportunity based on individual & company performance

Have questions or want an update on your application? Text our Recruiter, Amanda, including your full name, the job title you are inquiring about, and your specific question to View phone number on us.fitly.work.