Hybrid Equipment Finance Operations Analyst, Level 2

Posted 2 months ago

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About the role

  • 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.

Benefits

  • Health insurance coverage
  • Wellness program
  • Life and disability insurance
  • Retirement savings plan
  • Paid leave programs
  • Paid holidays
  • Paid time off (PTO)

Job title

Equipment Finance Operations Analyst, Level 2

Job type

Experience level

Junior

Salary

$21 - $39 per hour

Degree requirement

High School Diploma

Location requirements

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