Financial Operations Specialist / Customer Service Representative
Location: Greensboro, NC
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Pay Rate: $20–$21 per hour
Employment Type: Contract-to-Hire
Work Arrangement: On-site

Position Overview
We are seeking a detail-oriented Financial Operations Specialist / Customer Service Representative to support the retail operations of an established financial services organization. This role focuses on providing an excellent customer onboarding experience while supporting financial transactions, billing, account maintenance, and other operational activities.

The ideal candidate has experience in customer service, financial services, billing, or administrative support. This individual should have strong problem-solving skills, excellent attention to detail, and the ability to work collaboratively across multiple departments to resolve issues and ensure accurate processing of financial transactions.

Key Responsibilities

• Maintain accurate records of retail financing transactions to support timely and accurate invoicing

• Provide excellent customer service to internal and external customers by addressing questions and resolving issues related to billing, payments, contract payoffs, and account terminations

• Process contract and asset management documentation, including insurance verification, title processing, and transaction records

• Verify insurance coverage and ensure compliance with titling requirements and related documentation standards

• Collaborate with departments such as Risk, Legal, Credit, Sales, Marketing, Insurance, and Accounting to improve the overall customer experience

• Assist with developing procedures and training materials to improve operational efficiency and ensure compliance with company policies

• Support risk analysis for existing accounts that require modifications or alternative solutions

• Identify opportunities to improve processes, workflows, and operational performance

• Contribute to projects and initiatives that support broader business and operational objectives

• Maintain accurate documentation while handling customer requests with urgency, professionalism, and attention to detail

Qualifications

• Previous experience in customer service, financial services, billing, or administrative support preferred

• Strong customer service and relationship-building skills

• Excellent problem-solving and critical-thinking abilities

• Strong attention to detail and accuracy when handling financial transactions and documentation

• Ability to communicate effectively and collaborate with multiple departments

• Strong organizational skills and the ability to manage competing priorities

• Proficiency in Microsoft Office Suite

• Ability to learn internal systems, procedures, and compliance requirements

Benefits

Eligible contract employees working an average of 30 or more hours per week may elect benefits through the staffing agency after 90 days of employment.

Available benefits include:

• Medical and health insurance with multiple plan options

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options, with a $500 employer match on HSA contributions

• Dental and vision insurance

• Virtual visits for urgent care, psychiatry, and therapy

• 401(k) with an employer match of up to 4%

• Life and Accidental Death and Dismemberment (AD&D) insurance

• Short-term and long-term disability insurance

• Accident, hospital, and critical illness insurance

Ideal Candidate

The ideal candidate is customer-focused, organized, and comfortable working with financial documentation and account information. They should be able to resolve customer concerns efficiently, maintain accurate records, and collaborate with cross-functional teams in a professional environment.

Opportunity: This contract-to-hire position offers the potential for long-term employment with an established financial services organization.

Category Code: JN003
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SeniorityLevel: Associate