Financial Services Ops Specialist – Deal Closer/Conversion

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

📋 Description

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

• Audit and finalize all tasks related to financed transactions.

• Provide transactional support for originations to the deal team.

• Ensure compliance and efficiency in processing for all deals.

• Facilitate communication and information exchange among Risk, Sales, Customers, and Vendors.

• Act as a customer advocate and primary contact.

• Propel transactions to completion by fulfilling documentation and process requirements while influencing others to adhere to deadlines.

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

• Organize and maintain crucial customer deal information throughout negotiations, documentation, booking, and funding.

• Identify closing requirements based on transaction structure and approval documentation.

• Acquire satisfactory supporting documentation.

• Oversee and manage closing processes, proactively addressing issues and recommending solutions that balance customer needs, risk, and business requirements.

• Resolve customer issues independently.

• Ensure adherence to transaction requirements utilizing closing, commercial lending, leasing, and sales standards.

• Generate customer documents using internal systems.

• Complete document storage and retention.

• Review commercial leases and loans for compliance with established policies and standards.

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

• Conduct manual reviews and validate Usury Rules on loans and quasi transactions.

• Comprehend and calculate sales tax/property tax for commercial leasing in specific states.

⛳️ Requirements

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

• General understanding of accounting principles.

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

• Capability to discern intricate elements of transactions and consistently select the appropriate course of action.

• Proficient in managing multiple priorities while meeting deadlines.

• Excellent oral and written communication skills.

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

• Desired: 2 years of experience in equipment leasing.

• Proficient in PC usage, particularly with Microsoft Office Suite, including Word and Excel.

• Effective verbal and written communication skills.

• Ability to successfully interface with customers, third parties, and key internal stakeholders.

• Capability to perform in a fast-paced environment and adapt to changes.

• Must possess legal authorization to work in the United States.

• GE HealthCare does not sponsor individuals for employment visas, now or in the future.

• Employment offer is contingent upon the successful completion of a drug screening, as applicable.

🏝️ Benefits

• 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.

• Professional development opportunities.

• Competitive compensation.

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

• Drug screening as applicable.

• Relocation assistance is not provided.