Customers Bank is a fintech-forward financial services company seeking a Summer Internship within their small ticket equipment finance division. The internship provides a comprehensive multi-department rotation, allowing candidates to gain hands-on experience in funding, credit, and sales support while fostering critical thinking and empowerment.
Responsibilities
Serve as the liaison between the customer, vendor, and sales team to ensure the contract for payment is appropriately processed
Act as the control point for loan document accuracy; as well as initiate and process all outgoing payments to vendors
Review application information for accuracy, verification, and fraud prevention purposes
Perform risk assessments on potential loan recipients based on past credit history for both personal and business guarantors
Proactive & professional oral and written communication with both customers and equipment sellers to collect & clear missing Credit & Funding requirements
Review for accuracy, electronically upload, and properly index all collected items into Customer Relationship Management (CRM) software
Update CRM records to log all call activity and capture/update all customer and equipment seller data in accordance with trained best practices
Qualification
Required
Current bachelor’s or master’s degree student in a business-related field
Ability & desire to work in a fast paced, demanding, and rapidly growing business environment
Strong oral & written communication skills with a focus on both customer & team member experience
Highly organized with prioritization skills and a results-oriented persona
Strong interpersonal & teamwork skills
Proficient with Microsoft Office Suite (Word, EXCEL, Outlook & File Manager)
Aptitude to learn new software systems such as Salesforce CRM
Ability to work up to 40 hours a week
Preferred
Customers Bank offers commercial, consumer, and specialty banking services.
