SMBC Group

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TEMP-LDFT Customer Service Representative

TEMP-LDFT Customer Service Representative

Job Locations 
US-NY-New York
Career Category 
Position ID 
2018 - 0160
Corporate Title 
Posting Date 

More information about this job


SMBC is seeking a Limited Duration Full Time Temp for our SMFL Department located in New York, NY




Customer Service staff position responsible for handling (via phone calls, email, mail) as the first point of contact in SMFL NY branch all customer inquiries and requests with respect to: principal balance inquiries, early payoff requests, invoice billing inquiries, audit confirmation letters, requests for copies of amortization schedules, request for copies of contracts and all other general customer-related questions. Position will be involved in handling some of the above or directing the issues to appropriate department to handle, e.g., Accounting (Billing), Collections, Operations, Marketing/Sales and Credit departments.


  • Answers phone calls from customers and responds to email from customers.
  • Handles customer requests/inquiries directly or directs request/inquiry/issue to the appropriate department personnel in Accounting (Billing), Collections, Operations, Marketing/Sales and Credit departments.
  • Participate in producing early payoff letters and making copies of contracts. 
  • Accesses AAF (loan/lease accounting system) to retrieve customer contract information and input select data, e.g., ACH information
  • Participate in setting up new wire disbursement templates and wire disbursements in E-Moneyger for daily fundings on an as needed basis.



2-5 years of comparable or relevant experience. Customer service experience in a financial services company desired.


  • Individual must have excellent verbal and written communication skills; expert proficiency in English required. Fluency in Spanish (speaking) desired but not required. Past customer service experience in a mid-size to large company desired.
  • Ability to multi-task and work collaboratively with other team members across other departments required.
  • Very good organizational skills and ability to keep track of and follow-up on customer requests required.
  • Functional expertise in MS Outlook, Word, Excel and ability to learn new systems required.
  • Associate degree or higher in Business, Finance, Accounting, or Economics is preferred.