Customer Service Representative

Customer Service Representative

About Us
AP Equipment Financing has been empowering individuals and businesses to achieve their goals by financing essential equipment since 1998. By financing millions of dollars in specialized equipment, we help our clients grow and succeed. We pride ourselves on delivering fast, easy, and personalized financing solutions through industry expertise, strong manufacturer partnerships, and tailored options. At AP, we’re passionate about building lasting relationships and delivering exceptional service to our customers every step of the way.

Position Overview
We are seeking an enthusiastic and detail-oriented Customer Service Representative (CSR) to join our incredible Servicing Team. This role is pivotal to maintaining our reputation for outstanding service by providing professional, courteous, and solution-oriented support to both internal and external stakeholders. Your efforts will directly enhance our clients’ experience, fostering trust and loyalty that sets AP apart in the industry.

Key Responsibilities

• Deliver exceptional customer service via telephone and email, acting as the primary point of contact for customer inquiries.
• Manage tasks efficiently using dashboards and workflows.
• Become an expert user of the AP Customer Portal to assist clients.
• Provide accurate payoff calculations for loans and leases.
• Respond to insurance-related inquiries and assist with resolution.
• Address billing inquiries, process customer payments, and collect delinquent accounts when necessary.
• Facilitate payment relief requests and handle contract modifications or name change requests.
• Manage end-of-term processes, including UCC termination requests.
• Use internal systems to document and manage cases effectively.

Qualifications

• Experience: Minimum of 3 years in customer service and 2 years in office or administrative role required.
• Skills: Proficiency in Microsoft Office is required; experience with Salesforce and/or Aspire is a plus.
• Attributes: Strong communication skills, problem-solving abilities, and a commitment to delivering outstanding service.

Compensation and Benefits

Salary: Starting at $50,000 per year, DOE, with eligibility for a quarterly incentive plan.

Paid Time Off:

• 6 weeks of paid time off annually.
• 52 hours of paid sick leave.
• 10 paid holidays.
• Health & Wellness:
• Comprehensive medical (PPO and HDHP), dental, and vision insurance.
• Life, accident, short-term, and long-term disability insurance.
• Accident insurance and a tax-advantaged Health Savings Account (HSA).
• Retirement: 401(k) with employer match.

Work-Life Balance:

• Hybrid work environment. Mostly remote with occasional meetings in Bend, OR office.
• Mobile device, internet, and home office furniture stipends.
• Professional Growth: Tuition reimbursement for approved continuing education.

Job Details

• Type: Full-time, salaried non-exempt.
• Schedule: Monday to Friday, 8:00 AM to 5:00 PM PST (flexible depending on time zone).
• Location: 360 SW Bond St, Bend, OR 97702

Why Join AP Equipment Financing?
At AP, we value and invest in our employees. From generous benefits to professional development opportunities, we’re committed to creating an environment where you can thrive and make a meaningful impact.

Apply Today!
Join our team and be part of a company that values personal connections, innovation, and exceptional service. Visit www.apfinancing.com to learn more about us.

Equal Opportunity Employer
AP Equipment Financing is committed to diversity, equity, and inclusion. We are proud to provide equal employment opportunities to all individuals, regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, or other protected classifications.

Privacy Notice
We are dedicated to safeguarding your privacy. Personal information collected during the application process will be used for recruitment and employment purposes. Information may include, but is not limited to, contact details, Social Security Number, and pre-employment background checks (with consent).

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance
• Work from home

Shift:

• Day shift

Application Question(s):

• Do you have recent experience using Salesforce?

Experience:

• Customer service: 3 years (Required)
• Administrative: 2 years (Required)

Ability to Relocate:

• Bend, OR 97702: Relocate before starting work (Required)

Work Location: Hybrid remote in Bend, OR 97702

Salary : $50,000