Financial Services Ops Specialist – Deal Closer, Conversion

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Prepare documentation packages for equipment lease/loan financing, including leases, loans, and promissory notes.

• Audit and finalize assigned tasks related to financed transactions.

• Provide transactional support for originations to the deal team.

• Ensure compliance and processing efficiency for all transactions.

• Facilitate communication and information exchange among Risk, Sales, customers, and vendors.

• Act as an advocate for customers and a primary contact.

• Drive transactions to completion by fulfilling documentation and process requirements while influencing stakeholders to meet deadlines.

• Maintain relationships with customers, vendors, internal departments, outside counsel, closing agents, and title agents.

• Organize and manage critical customer deal information throughout negotiations, documentation, booking, and funding processes.

• Determine closing requirements based on transaction structure, commitments, and approval documentation.

• Obtain satisfactory supporting documentation.

• Manage and oversee closing processes by anticipating and resolving issues while recommending solutions and alternatives.

• Ensure compliance with transaction requirements using prudent closing practices, commercial lending practices, leasing, and sales standards.

• Generate customer documents using internal systems.

• Complete document storage and retention processes.

• Review commercial leases and loans for adherence to established policies and standards.

• Calculate Pricing/Supertrump updates for Money Cost, Interim Rent, and Indexing.

• Manually review and validate Usury Rules on loans and quasi transactions.

• Calculate sales tax in specific states and apply knowledge of sales tax/property tax relevant to commercial leasing.

⛳️ Requirements

• Minimum of 2 years of experience in a financial institution, customer service, financial services operations, paralegal work, or contract management with exposure to loan and/or lease documents.

• General understanding of accounting principles.

• Strong analytical, problem-solving, and decision-making abilities.

• Proven ability to understand complex transaction elements and consistently select the appropriate course of action.

• Capacity to manage multiple priorities and meet deadlines.

• Excellent oral and written communication skills.

• Ability to document, plan, market, and execute programs effectively.

• Proficiency in Microsoft Office Suite, particularly Word and Excel.

• Ability to effectively interact with customers, third parties, and key internal stakeholders.

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

• Legally authorized to work in the United States.

• Successful completion of a drug screen, if applicable.

🏝️ Benefits

• Performance-based incentive compensation, which may include cash bonuses and/or long-term incentives (LTI).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Paid time off.

• 401(k) plan with opportunities for employee and company contributions.

• Life insurance.

• Disability insurance.

• Accident insurance.

• Tuition reimbursement.

• Opportunities for professional development.

• Challenging career paths.

• Competitive compensation.