Equipment Finance Customer Service Specialist

 Jersey City, United States       Permanent contract        Banking Operations


Day-to-Day Responsibilities:

  • Actively manage the customer service mailbox to ensure requests/inquiries from customers, vendors and internal parties are responded to in a timely and effective manner
  • Maintain the syndication calendar and set up of wires for accurate and timely payments
  • Assist the team with investigation of complex issues
  • Resolve customer issues and complaints 
  • Portal Invoicing as well as generating manual invoices as required
  • Monitor and apply incoming funds in the system
  • Reconciliation of cash applications
  • Assist in month-end system processes
  • Generate monthly termination reports for residual monitoring and proper terminations in the system
  • Assist in collection efforts as needed
  • Ad-hoc projects as required

Profile Required

Skills and Experience Needed

  • Bachelors Degree in Finance or Accounting highly preferred
  • 3+ years in a financial services environment preferably in Equipment/Vendor Financing
  • Proficiency in Excel and other Office software; LeaseWorks; Salesforce; T-Value; HP Calculator; CashPro
  • Ability to communicate (written and oral) effectively and professionally to internal and external customers
  • Ability to work independently in a fast paced environment with attention to details and precision
  • Excellent interpersonal & organizational skills
  • Previous portfolio management and reporting experience


  • Proficiency in Spanish (speaking and writing) is a plus.

Why Join Us

SG Equipment Finance is part of the international banking group Société Générale, one of the top ten banks in the world. SG Equipment Finance has enjoyed the number one position for equipment and vendor finance in Europe since 2002. SG Equipment Finance was established in the United States almost nine years ago and is rapidly growing into a top provider of equipment financing. The Group focuses on multinational and local vendors looking for a financing partner with an international outlook and independent equipment lessors looking for reliable funding partners

Business Insight

SG Equipment Back Office is responsible for all post-booking operations including:

  • Customer Service
  • Billing & Contract Management(Cash Posting, Invoicing, 1st Time Call, Payoffs, Syndications)
  • Collection
  • Equipment Tax management
  • Portfolio monitoring
  • Syndication process

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Job code: 19000VRL
Business unit: SG Equipment Finance
Starting date: Immediate
Date of publication: 13/02/2020
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Equipment Finance Customer Service Specialist

Permanent contract   |   Jersey City   |   Banking Operations