Finance Assistant
Job title: Finance Assistant in Houston, TX at Abacus Plumbing, Air Conditioning and Electrical
Company: Abacus Plumbing, Air Conditioning and Electrical
Job description: Overview:Abacus is currently seeking a Financing Assistant to join our team comprised of creative and energetic employees, who are dedicated to delivering the best customer service experience every day.The Financing Assistant is responsible for managing all technician calls related to financing for both the Houston and Austin markets. This role involves assisting customers with the online application process or taking their applications over the phone. Additionally, the Financing Assistant explains various financing options available and determines which finance company best meets the customer's needs.What's In It For Me?
Market Value Compensation
PTO Plan
Health, Vision and Dental plans for you and your family to choose from
401K Retirement Plan with company match up to 30%
Life Insurance, Short-Term and Long-Term Disability
Special Program Options: FSA, EPA, Legal Services and Identity Theft
Continuous Training for your Professional Development
Working in a dynamic, collaborative, and fun environment
Coached and supported career growth
Responsibilities:What Will I Do?
Customer Support: Provide clear and detailed guidance to customers regarding the financing application process, ensuring they comprehend each step.
Financing Options Explanation: Articulate the various financing options available, including terms, rates, and eligibility criteria, while assisting customers in evaluating different finance companies to identify the option that aligns best with their financial requirements.
Issue Resolution: Proactively address customer inquiries and concerns during the application process to ensure a seamless and satisfactory experience.
Collaboration: Collaborate effectively with other departments to enhance processes and improve overall customer satisfaction.
Record Maintenance: Assist in maintaining accurate records of customer interactions and applications to ensure compliance and facilitate necessary follow-ups.
Technician Onboarding Process: After a technician has completed the onboarding program, the financing assistant will collaborate with them to review all the available financing options and plans. This step ensures that the technician is properly set up with each financing company on the financing portal for seamless operations.
Complaint Management: The financing assistant is responsible for managing all incoming email communications from financing companies related to customer disputes. This includes addressing issues regarding loan applications, complaints about incomplete jobs due to permitting delays, or any other concerns, including damages incurred at the customer's property.
Credit Decisions: This section outlines the responsibilities of the Financing Assistant regarding credit decisions initiated by customers, technicians, or office personnel. The Financing Assistant plays a crucial role in verifying that loans are ready for funding, gathering necessary documents to move loans to approval status, and aiding customers and technicians in uploading invoices and estimates. In the event of a loan application being declined, the Financing Assistant will proactively reach out to the customer to identify the necessary steps to convert the application from a decline to an approval. Additionally, any open loans in the pipeline will be forwarded to the Recovery Team for follow-up opportunities.
Reporting: Detailed financing analysis reports and month-end financing reports are generated to assess the dealer costs incurred by the company and each department. This information enables managers to gauge the most frequently utilized financing plans and their overall impact on departmental budgets. Additionally, they serve as a valuable resource for identifying how technicians are utilizing financing options on behalf of our customers.
Qualifications:Do I Have What It Takes?
BS degree in Finance, Accounting or Business Administration preferred
1-2 years accounting/finance experience
Solid understanding of basic accounting principles, fair credit practices and collection regulations
Proven ability to calculate, post and manage accounting figures and financial records
Data entry skills along with a knack for numbers
Extremely detail oriented and deadline driven
Ability to work independently, as well as part of a team
Wrench Group and its affiliates are proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, genetic information, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The company encourages all qualified candidates who are eligible to work in the United States to apply, but it does not sponsor applicants or employees who require a visa to work legally.
Expected salary:
Location: Houston, TX
Apply for the job now!
Apply Now
Company: Abacus Plumbing, Air Conditioning and Electrical
Job description: Overview:Abacus is currently seeking a Financing Assistant to join our team comprised of creative and energetic employees, who are dedicated to delivering the best customer service experience every day.The Financing Assistant is responsible for managing all technician calls related to financing for both the Houston and Austin markets. This role involves assisting customers with the online application process or taking their applications over the phone. Additionally, the Financing Assistant explains various financing options available and determines which finance company best meets the customer's needs.What's In It For Me?
Market Value Compensation
PTO Plan
Health, Vision and Dental plans for you and your family to choose from
401K Retirement Plan with company match up to 30%
Life Insurance, Short-Term and Long-Term Disability
Special Program Options: FSA, EPA, Legal Services and Identity Theft
Continuous Training for your Professional Development
Working in a dynamic, collaborative, and fun environment
Coached and supported career growth
Responsibilities:What Will I Do?
Customer Support: Provide clear and detailed guidance to customers regarding the financing application process, ensuring they comprehend each step.
Financing Options Explanation: Articulate the various financing options available, including terms, rates, and eligibility criteria, while assisting customers in evaluating different finance companies to identify the option that aligns best with their financial requirements.
Issue Resolution: Proactively address customer inquiries and concerns during the application process to ensure a seamless and satisfactory experience.
Collaboration: Collaborate effectively with other departments to enhance processes and improve overall customer satisfaction.
Record Maintenance: Assist in maintaining accurate records of customer interactions and applications to ensure compliance and facilitate necessary follow-ups.
Technician Onboarding Process: After a technician has completed the onboarding program, the financing assistant will collaborate with them to review all the available financing options and plans. This step ensures that the technician is properly set up with each financing company on the financing portal for seamless operations.
Complaint Management: The financing assistant is responsible for managing all incoming email communications from financing companies related to customer disputes. This includes addressing issues regarding loan applications, complaints about incomplete jobs due to permitting delays, or any other concerns, including damages incurred at the customer's property.
Credit Decisions: This section outlines the responsibilities of the Financing Assistant regarding credit decisions initiated by customers, technicians, or office personnel. The Financing Assistant plays a crucial role in verifying that loans are ready for funding, gathering necessary documents to move loans to approval status, and aiding customers and technicians in uploading invoices and estimates. In the event of a loan application being declined, the Financing Assistant will proactively reach out to the customer to identify the necessary steps to convert the application from a decline to an approval. Additionally, any open loans in the pipeline will be forwarded to the Recovery Team for follow-up opportunities.
Reporting: Detailed financing analysis reports and month-end financing reports are generated to assess the dealer costs incurred by the company and each department. This information enables managers to gauge the most frequently utilized financing plans and their overall impact on departmental budgets. Additionally, they serve as a valuable resource for identifying how technicians are utilizing financing options on behalf of our customers.
Qualifications:Do I Have What It Takes?
BS degree in Finance, Accounting or Business Administration preferred
1-2 years accounting/finance experience
Solid understanding of basic accounting principles, fair credit practices and collection regulations
Proven ability to calculate, post and manage accounting figures and financial records
Data entry skills along with a knack for numbers
Extremely detail oriented and deadline driven
Ability to work independently, as well as part of a team
Wrench Group and its affiliates are proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, genetic information, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The company encourages all qualified candidates who are eligible to work in the United States to apply, but it does not sponsor applicants or employees who require a visa to work legally.
Expected salary:
Location: Houston, TX
Apply for the job now!
Apply Now