Customer Service Specialist, Commercial Equipment Finance

The opportunity

Make every funded relationship a well-serviced one.

Support physicians, medical practices, and other small business owners from funding through end of term. Keep billing and payments accurate, answer account questions, and resolve issues with care and ownership.

As one of our first dedicated servicing hires, you will help shape the function, develop broad operational expertise, and have the opportunity to grow into leadership as the team expands. Early-stage collections support is also part of the role.

What the role owns

Keep accounts accurate and customers informed.

• Serve as the primary contact for billing, payment, and account-status questions; follow issues through to resolution.
• Apply ACH, card, check, and wire payments, and research posting discrepancies.
• Track insurance coverage and certificates; respond to sales-tax, property-tax, and other pass-through-charge inquiries.
• Process banking, address, entity or name, due-date, and other account updates; maintain accurate servicing and CRM records.
• Prepare payoff and buyout quotes, process prepayments and early buyouts, and handle renewals, returns, and purchase options at end of term.
• Support portfolio and lender reporting and account-status data requests.
• Monitor early-stage past-due accounts, make first-touch reminder contact, and refer accounts that need further collections attention.

What success looks like

Build reliable service from the first month.

First 30 days: learn the portfolio and servicing system, and handle everyday billing, payments, and customer inquiries.

By 60 to 90 days: run account servicing independently, resolve inquiries, maintain clean records, and bring options and recommendations when decisions are needed.

Candidate profile

Bring patience, precision, and ownership.

• Experience in loan or lease servicing, billing and accounts receivable, equipment finance, or a comparable operational role; commercial or B2B experience is a plus.
• Working knowledge of billing, payment application, payoffs, and end-of-term activity.
• Warm, patient communication and a professional approach to frustrated customers.
• Strong accuracy and organization across many open accounts, with dependable follow-up and independent prioritization.
• Proficiency with Excel, Outlook, and servicing and CRM platforms.
• Helpful, not required: early-term collections, commercial lending, lease or loan documentation, insurance, or tax-tracking experience.

Compensation and benefits

Help build the function as the portfolio grows.

This is a full-time, on-site role in Austin, Texas. Review the current Gusto posting for complete responsibilities, benefits, and application terms. LeasePoint is an equal opportunity employer. Unsolicited recruiter or staffing-agency submissions are not accepted for this role.

• Compensation commensurate with experience, with bonus opportunities tied to operational performance.
• 100% employer-paid employee health insurance through the HDHP plan and an HSA employer contribution.
• Voluntary dental, vision, life, and AD&D coverage.
• Unlimited time off and 11 paid company holidays.

Cross-functional ownership

How the role works across LeasePoint.

Work closely with sales, credit, funding, product, and operations. Share accurate customer details, keep records current, and bring questions to the team best equipped to answer them.

• Bring customer and vendor context with the handoff
• Keep CRM and operating records complete enough for the next owner to act
• Escalate credit, legal, privacy, pricing, and approval questions to the responsible team
• Turn repeated friction into a better process, enablement asset, or controlled change
• Confirm the result with the people permitted to receive it

Candidate experience

What candidates should expect.

LeasePoint’s hiring process may include an application review, introductory conversation, hiring-manager discussion, role-specific exercise or additional interview, reference step, and written decision. The current posting and recruiting team control the actual sequence.

Our recruiting team will explain the interview steps and what to expect next. Check the current job posting for role details and application instructions.