Leaf Account Associate

Mnbankandtrust

Orange, California, United States of America
Base: $24.30 - $40.49 usd; bonus/equity: not speci...
Proficiency with personal computers
Detail-oriented data research skills
Critical thinking and analytical abilities
The role is responsible for originating and booking direct customer transactions while conducting heavy cold calling efforts to generate new business

Job Summary

  • The role is responsible for originating and booking direct customer transactions while conducting heavy cold calling efforts to generate new business.
  • Employees serve as the single point of contact to ensure timely handling of lease and finance transactions from origination through post-termination.
  • The position requires adherence to company risk and regulatory standards while promoting an environment that supports belonging.

Matching Summary

The role is responsible for originating and booking direct customer transactions while conducting heavy cold calling efforts to generate new business.

Salary

Base: $24.30 - $40.49 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Proficiency with personal computers
  • Detail-oriented data research skills
  • Critical thinking and analytical abilities

Nice-to-have

  • Proven organizational and presentation skills
  • Understanding of risk and regulatory standards
  • Ability to support belonging environment

Key Requirements

  • Bachelor's degree or 4 years higher education/work experience
  • Proficiency in spreadsheet, word processing, and presentation software

Work Rights

Not specified

Tailored Resume

Cover Letter