Overview
This role involves coordinating and monitoring sales transactions involving third-party lease companies, ensuring smooth communication among customers, sales teams, and lease agents. The position requires strong organizational skills, attention to detail, and the ability to analyze data and improve processes.
Responsibilities
- Coordinate and monitor sales involving third-party lease companies; communicate with customers, sales teams, and lease agents to ensure smooth processes.
- Track and produce monthly analysis of leasing activity.
- Represent Credit Administration in meetings with internal partners to develop and improve lease transaction processes.
- Collaborate with Marketing and Sales teams to communicate changes or new vendor introductions for streamlined processes.
- Provide periodic updates to the Credit Department regarding lease transaction process changes.
- Facilitate communication between sales, customers, collections teams, and third-party loan financing institutions to ensure timely documentation, sales processing, and collections.
- Work with analytics team members on Power BI and Tableau dashboards and reports.
- Utilize advanced Excel skills (pivot tables, macros, complex formulas) to analyze data, build models, and streamline reporting.
- Identify opportunities for process improvements within workflows; recommend and implement changes to increase efficiency and reduce errors.
- Process and review new applications to establish or reactivate accounts, including assigning appropriate credit terms.
- Assist management in determining credit limits for high-dollar accounts.
- Control, process, and update customer information in the system, including address and name updates and regulatory determinations through communication with the Regulatory Affairs Department.
- Provide mentoring and conduct cross-training sessions for other analysts to ensure coverage of department functions.
- Handle escalated calls or resolutions in the absence of management.
- Communicate directly with Account Managers, Customer Engagement Managers, customers, Regulatory Affairs, and eBusiness teams to ensure customer account compliance with DEA and other regulatory agencies.
- Collaborate with supervisors and management to identify, develop, and process projects aimed at improving efficiencies and reducing costs related to customer master file concerns.
- Act as primary contact for customer identifiers to ensure accurate sales reporting with vendors and resolve discrepancies.
- Coordinate monitoring and completion of ISO accounts; maintain monthly spreadsheets detailing ISO activity.
- Perform other duties as assigned.
Requirements
- Knowledge of basic accounting principles.
- Strong Microsoft Office skills, including advanced proficiency in Microsoft Excel.
- Basic understanding of Power BI or Tableau dashboards and reports.
- Basic understanding of SQL is preferred but not required.
- Demonstrated ability to negotiate.
- Ability to prioritize tasks and work independently.
- Excellent verbal and written communication skills, including telephone etiquette and professional business correspondence.
- Extremely organized and detail-oriented.
Location
(Not specified)