PE
persolowaInsurance and Finance Clerk
Insurance sales representative supporting external partners and creating offers in diverse insurance areas. Engaging in sales campaigns and administrative tasks for a smooth workflow.
About the role
- Responsible for providing general support and transaction assistance
- Managing and monitoring ongoing origination activity and sales enablement duties as assigned
- Responsible for the documentation requirements of equipment lease and loan transactions
- Work independently with clients and all internal departments to ensure transactions are completed accurately and timely
- Duties include entry of transaction data, ensuring ownership interest is perfected, preparing documentation packages, coordinating efforts among internal departments, monitoring transactions for compliance, and coordinating approval modifications
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
- CRM system knowledge
- Working knowledge of UCC/Lien requirements
- Proven track record in process optimization and improvement
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
Job title
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Experience level
Salary
Degree requirement
Location requirements
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