Financial Services Operations Specialist – Deal Closer, Conversion

📋 Description

• Accountable for the preparation of documentation packages for equipment lease/loan financing (leases, loans, promissory notes, etc.)

• Conduct auditing and finalize all assigned tasks related to financed transactions

• Provide transactional support for originations to the deal team

• Ensure compliance and processing efficiency for all deals

• Manage communication and information flow among Risk, Sales, Customers, and Vendors

• Act as a customer advocate and primary point of contact

• Proactively facilitate transactions to completion by meeting documentation and process requirements promptly and encouraging others to adhere to deadlines

• Ensure that all critical information for each customer deal is organized, compliant, and properly managed throughout negotiations, documentation, booking, and funding

• Assess closing requirements based on transaction structure after reviewing commitments and other approval documents, while obtaining adequate supporting documentation

• Oversee and manage the closing process by anticipating and resolving any issues that may arise

• Generate customer documents through internal systems in a timely and precise manner

• Ensure the timely completion of document storage and retention processes

• Review Commercial leases and loans to confirm compliance with established policies and standards

• Calculate updates for Money Cost, Interim Rent, and Indexing using Supertrump

⛳️ Requirements

• Minimum of 1 year of experience in a financial institution, customer service, financial services operations, paralegal, or contract management with exposure to loan and/or lease documentation

• General understanding of accounting principles coupled with strong analytical, problem-solving, and decision-making abilities

• Proven capability to identify complex elements of transactions and consistently select the appropriate course of action

• Ability to manage multiple priorities and meet deadlines effectively

• Excellent oral and written communication skills

• Proficient in documenting, planning, marketing, and executing programs

• Experience in equipment leasing

• Proficient with Microsoft Office Suite, particularly Word and Excel

• Strong verbal and written communication skills

• Capable of effectively interfacing with customers, third parties, and key internal stakeholders

• Ability to thrive in a fast-paced environment and adapt to change

🏝️ Benefits

• Opportunities for professional development

• Engaging and challenging career paths

• Competitive compensation packages