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