Responsible for coordinating, documenting, and initiating the funding process for a variety of commercial equipment lease/loan products
Job Summary
Responsible for coordinating, documenting, and initiating the funding process for a variety of commercial equipment lease/loan products.
Assist sales staff and internal customers in structuring and documenting customized transactions while protecting the Bank’s legal interests and profitability.
Must understand and adhere to the Bank’s risk and regulatory standards, policies and controls, and identify risk-related issues to escalate to management.
Matching Summary
Responsible for coordinating, documenting, and initiating the funding process for a variety of commercial equipment lease/loan products.
Salary
$62,200.00 - $103,600.00 Annual (USD)
Skills & Requirements
Must-have
Commercial equipment lease/loan products
Coordinate, document, and initiate funding
Adhere to Bank's policies and procedures
Risk and regulatory standards
Strong customer service skills
Communicate with internal/external parties
Nice-to-have
Collaborative and open environment
Positive and professional demeanor
Contribute to team success
Manage stress effectively
Key Requirements
Bachelor's degree with 3 years customer service experience or 5 years applicable experience
Strong verbal and professional written communication skills
Strong problem-solving and decision-making skills
Thorough knowledge of computer systems, leasing products, workflow management software, and Microsoft Office Suite