Account Specialist II - Tempe, AZ

As an Account Specialist II in the Auto Finance team, you will be managing the lease buyout process, communicating loan decisions and terms, preparing loan documents, and ensuring a smooth loan closing process. This role offers opportunities to enhance skills in customer service, loan processing, and auto leasing.

If you would join a great Lease to Loan Vehicle Remarketing team as an Account Specialist II. This maybe the position for you. You will be calling applicants who applied to buy out their lease and once approved, convey the loan decision and terms and prepare the loan documents for the loan closing. 

Job responsibilities:

• Receive inbound and/or make outbound calls
• Monitor applications and inform the customer of any missing items
• Convey auto loan decisions to customers
• Provide required disclosures to customers
• Ensure approved amount, APR, terms, payments, estimated state fees, funding conditions, and closing instructions are communicated verbally with the customers
• Ensure all information is obtained and checked for accuracy prior to document preparation
• Assist customers with changes to the loan application
• Follow up on applications that have not yet booked
• Route misdirected calls to the appropriate department
• Answer general inquiries regarding the auto loan process (i.e. steps, rate quotes, etc.)

Required qualifications, capabilities and skills:

• May deviate from established scripts and protocols to resolve issues
• Able to determine when escalation is necessary
• Analyze client disputes
• May work outside established guidelines to assure that issues are addressed
• May complete or compile issues logs and reporting

Preferred qualifications, capabilities and skills:

• Auto Lease experience
• Dialer and Call Center experience
• Knowledge of Chase Auto systems to include iCAF and ACAPs
• Ability to work well under pressure, and capable of adapting to changing priorities
• Assertive with excellent communication skills both written and oral

 

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans