Finance - Fleet Services: Intermediate

Job#: 3047227

Job Description:

6-month contract

Onsite in Charlotte, NC

Job Description:

In this position you will deliver superior service to Fleet customers and dealers while building customer relationships in support of CSI/DSI. Provide a single point of contact for inquiries and requests from customers, dealers, DTF Sales and other internal partners as they relate to servicing the DTF Fleet portfolio. Responsible for timely follow-up on delegated items, and responsible for minimizing legal and financial risk through procedural compliance and processing excellence. This position encompasses a wide array of aspects from client services and remarketing at a high level of complexity.

Job Deliverables:

• Prepare legal documents for account modifications (lease renewals, lease rewrites, balloon rewrites, mid-term rewrites, extensions, due date changes, TOI/TOE's, substitution of collateral's, and restructures). Upon return of executed documents, audit for completeness and then take necessary actions to execute the modification in the portfolio system.
• Respond timely to inquiries received via mail, email, cases, and phone. Provide account information and perform account updates as requested, including: payoffs, insurance loss and repair check endorsements, amortizations, payment history, title copies, contract copies, power of attorney, garage/billing address updates, invoice format changes, and maintaining consolidated billing numbers.
• Complete requests where possible in relation to account questions, title release and document and payoff provision. Ensure completion of issues that are delegated to other areas within the organization. Build relationships with internal partners to minimize risk of non-compliance with partner policies. Work with the Office of Tax Affairs to determine appropriate account taxation and collect necessary tax exemption documents from the customer.
• Review unapplied incoming payments daily and research for posting instructions. Coordinate timely account dispositions and title release with the ART department.
• Manage maturing leases, initiate contact with the customer, consult them on available lease end options (turn in, payoff, lease renewal, rewrite) and determine the customer's intention. Follow up on assigned maturity portfolio and ensure accounts are processed before reaching 30 days past maturity.

Knowledge, Skills & Abilities:

3-5 years of overall work experience

Including experience in the following:

• 1+ years in collections
• 1+ years in compliance
• 2+ years in customer service
• 1+ years in remarketing

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Charlotte, NC, US

Job Type:

Date Posted:

August 21, 2026

Pay Range:

$23 - $23 per hour

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