Company
Financial Services
EquipmentFinanceDocumentationSpecialist
“Equipment Finance Documentation Specialist. Skills: Equipment leasing, Documentation, Transaction processing. Communicate with customers. Structure lease transactions”
Industry & Context.
Troubleshooting
What They're Looking For.
Must Have
1-2 years equipment leasing experience, 1-2 years equipment finance experience, Working knowledge lease documentation, Working knowledge transaction processing, Working knowledge customer support leasing, Ability run basic financial calculations
Nice to Have
Bachelor's degree preferred, Professional experience preferred, Experience LeaseWave, Experience Microsoft SharePoint, Experience SSRS reporting
What You'll Do.
Communicate with customers
Structure lease transactions
Process front-end lease transactions
Respond to customer questions
Assist resolving issues
Ensure customers understand obligations
Provide high level service
Support internal business partners
Enter equipment details
Enter transaction details
Coordinate order placement
Assist invoice reconciliation
Process documentation for advances
Process documentation for funding
Process documentation for vendor payments
Maintain internal tracking logs
Prepare lease schedule documentation
Support account management
Support transaction follow-through
Assist administrative duties
Assist UCC-related items
Assist email follow-up
Assist phone communication
Assist troubleshooting
How You'll Work.
Team & Collaboration
Work with customers; Work with vendors; Work with sales teams; Work with internal departments; Work with internal teams; Work with funding partners; Collaborate with team
Communication Scope
Verbal communication; Written communication; Interpersonal skills; Professional phone presence
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