Leasing Officer responsible for developing new clients and managing lease/loan growth projects at Bank of America. Engaging in sales processes and collaborating with teams for performance improvement.
About the role
- Equipment Finance Sales Coordinator responsible for support and documentation in equipment finance transactions. Managing origination activity and ensuring compliance with company procedures.
Responsibilities
- Responsible for providing general support and transaction assistance
- Manage and monitor ongoing origination activity and sales enablement duties
- Ensure that transactions are completed accurately and timely
- Responsible for entry of transaction data within designated front end system
- Review transaction details prior to documentation
- Ensure ownership interest in the equipment and/or security interest in the collateral is perfected
- Accurately prepare transaction documentation packages
- Coordinate efforts among internal departments to resolve information discrepancies
- Monitor transactions for compliance and adherence to company policy and procedure
- Coordinate any necessary approval modifications
- Understand product, pricing and documentation structures
- Identify core contractual issues and suggest resolution
Requirements
- Bachelor’s degree or 2 additional years in equipment finance
- 2+ years of contracts experience or related business experience
- Equipment Finance experience
- Strong written and verbal communication skills with attention to detail
- Ability to multitask in a deadline-driven fast-paced environment
- Ability to deliver customer focused solutions
- Demonstrated analytical problem solving and troubleshooting skills
- Ability to make sound, responsible decisions in a timely manner
- Strong PC skills, including Excel
- Demonstrated analytical problem solving and troubleshooting skills
- Previous leasing, financial or lending services experience
- CRM system knowledge
- Working knowledge of UCC/Lien requirements
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
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