Financial Services Ops Specialist - Deal Closer/Conversion

Overview

This role prepares equipment lease/loan financing documentation packages (leases, loans, promissory notes, etc.), audits and closes assigned financing transactions, and provides origination transactional support to the deal team. The position supports compliance and processing effectiveness for deals and serves as a primary point of contact and information exchange between Risk, Sales, customers, and vendors.

Responsibilities

• Proactively drive transactions to closure by meeting documentation and process requirements on time and influencing others to meet deadlines while maintaining relationships with customers, vendors, internal departments, outside counsel, and closing/title agents.
• Ensure critical customer deal information is organized, compliant, and accounted for through negotiations, documentation, booking, and funding.
• Determine closing requirements based on transaction structure after reviewing commitments and other approval documentation, and obtain satisfactory supporting documentation.
• Manage and monitor the closing process by anticipating and resolving closing issues, recommending solutions and alternatives, and balancing customer needs with risk and business requirements.
• Ensure compliance with all transaction requirements using prudent closing and commercial lending practices, leasing, and sales standards.
• Generate customer documents via internal systems in a timely and accurate manner.
• Ensure timely completion of document storage and retention.
• Review commercial leases and loans for compliance with established policies and standards.
• Calculate Pricing/Supertrump updates for Money Cost, Interim Rent, and Indexing.
• Manually review and validate Usury Rules on all Loans and Quasi transactions.
• Maintain a basic understanding of Sales Tax/Property Tax related to commercial leasing, including manually calculating sales tax in certain states.

Requirements

• 2 years of experience with a financial institution, customer service, financial services operations, para legal, or contract management with exposure to loan and/or lease documents.
• General knowledge of accounting with strong analytical, problem-solving, and decision-making skills.
• Demonstrated ability to discern complex elements of transactions and consistently choose the correct course of action.
• Ability to manage multiple priorities and meet deadlines.
• Strong oral and written communication skills, including the ability to document, plan, market, and execute programs.

Preferred Qualifications

• 2 years of equipment leasing experience.
• PC proficiency with the Microsoft Office suite, with emphasis on Word and Excel.
• Experience interfacing with customers, third parties, and key internal stakeholders.
• Ability to work in a fast-paced environment and adapt to change.

Compensation & Benefits

• For U.S. based positions only, the pay range for this position is $55,200.00–$82,800.00 Annual.
• It is not typical for an individual to be hired at or near the top of the pay range.
• Compensation decisions depend on the facts and circumstances of each case; the specific compensation offered may be influenced by skills, qualifications, experience, and location.
• May be eligible to earn performance-based incentive compensation, which may include cash bonus(es) and/or long-term incentives (LTI).
• Competitive benefits package, including medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.

Location

• #LI-Remote

Additional Information

• This opening does not sponsor individuals for employment visas, now or in the future.
• U.S. employment authorization is required for this opening. Employment is conditioned upon successful completion of a drug screen (as applicable).
• Relocation assistance provided: No.
• Equal opportunity employer; employment decisions are made without regard to protected characteristics as required by law.
• Some customers may have vaccination mandates that may apply to certain employees.