Responsibilities Include:

  • Prepare customer documentation to ensure contract documents adhere to Company’s credit approval, procedures and policies based on the type and dollar size of the transaction.
  • Utilize Documentation Checklist on every transaction to ensure data integrity, accuracy in contract documentation and compliance with procedures.
  • Review SOS verification to determine the correct entity name and authorized signer(s).
  • Ensure credit approval requirements are satisfied through the documentation process.
  • Review and accurately update transaction pricing, program, customer, dealer, broker, and equipment details in Salesforce.
  • Review, identify, document, and resolve any discrepancies related to transactions and effectively communicate with external and internal clients.
  • Ensure that the dealer invoice\quote correctly references equipment description and cost, which must also match the Credit Approval and Salesforce data.
  • Confirm title\MSO matches credit approval.
  • Ensure doc request emails, documents and customer, dealer transaction documents are scanned appropriately and stored in Box application.
  • Ensure UCC-1 are properly filed for equipment transactions in a prompt fashion.
  • Communicate with external and internal customers in a professional manner that conveys competence, respect, and the value of the client relationship.
  • Other duties and projects as assigned from time to time by management

Requirements Include:

  • Excels at collaborating with others at all levels to attain organizational goals.
  • Excellent written and verbal communication skills
  • Results driven
  • Good time management skills
  • Ability to work in a demanding environment.
  • Knowledge of legal entity types.
  • Bachelor’s degree in Business, Finance, Accounting, or related field.
  • Operation experience in financial service organization is preferred; an equivalent combination of education and experience may be considered.
  • Knowledge of basic loan and lease financial products
  • Software-knowledge of Salesforce, Microsoft Office products

Reports to: Operations Manager