Equipment Finance Ops Analyst reviewing loan/lease closings for documentation accuracy. Employing lease accounting knowledge and performing ongoing servicing in financial operations team.
Responsibilities
Review new loan/lease closings to ensure that all material terms are properly reflected in the system of record, InfoLease
Employ knowledge of lease accounting rules in calculating and quoting buyout costs for clients for non-tax leases and TRAC products
Compare funding requests to documentation to ensure accurate funding for both amounts and payees
Execute disposals for payoffs or matured contracts with no balance remaining
Perform ongoing servicing including ensuring that UCC filings are kept current
Research and post rejected lockbox payments and payments received directly by Equipment Finance Operations (EFO), and ensure that all documents are imaged to Filenet on a timely basis
Perform quality checks on departmental work
Prepare or assist in preparation of procedures and job aides
Prepare ad-hoc reports requested within business line
Work with audit or risk colleagues to provide information and test internal controls
Assist in the training of new colleagues on any/all functions
Participate in high profile/special projects
Perform other duties as assigned
Requirements
High school diploma or equivalent
1 or more years experience supporting financial operations
Loan processing background preferred
Experience working with account documentation, settlements and general ledger preferred
Experience working with products supported by Commercial Specialty Operations preferred
Strong organizational and telephone skills
Excellent written and verbal communication skills
Strong interpersonal skills
Ability to work in a team environment
Resolve problems independently, inform management of all appropriate issues
Work with sense of urgency while maintaining close attention to detail
Demonstrated research experience and problem solving skills
Passion for client service, strong work ethic, integrity and a can-do positive attitude.
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