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As a part of Company’s Financial Solutions business, Company Bank, a division of Company, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.
Reporting directly to an Operations Platform Leader, this candidate works independently performing a wide range of vendor and customer support duties utilizing Company’s lease accounting systems, reports environment and other available systems and tools. This candidate will work with the sales team and support groups to ensure the timely and accurate establishment of new customer accounts.
Possess book and funding authority.
Possess the authority to accept the specific title of an individual signing the finance documents.
Monitor fax queue, platform folders and web WTBD filter for new application submittals to ensure service level commitment is met.
Review applications for completeness and basic requirements.
Work with appropriate party to obtain missing or illegible information.
In a timely manner accurately enter applications into IFS for review and tracking (secondary to CPs).
Work with SAM to ensure any unique requests are addressed and approved as part of the credit approval process.
Utilize reports to monitor flow and ensure no duplication.
Communicate application decision to RM or vendor.
Prepare documents based on application approval, vendor and program requirements in a manner that is consistent with Company’s policy, guidelines and procedures were applicable.
Follow up with end user customer or vendor for completed contract documents.
Review third party documents to ensure they are approved versions.
Work with legal team to outline any changes to standard approved documents.
Review completed contract documents for accuracy and compliance with Company policies.
Prepare applications for booking and funding in IFS within Company’s policy, procedures and guidelines.
Successfully obtain verbal verification when applicable.
Provide call center and cross platform support.
Participate in the vendor program early and often risk approval review.
Participate in the vendor program review by the process owner team.
Co-lead new vendor program role out with sales team.
Participate in 90 day assessment post program launch for all new vendor programs.
Knowledge, Skills, and Abilities Requirements
Works independently on complex transactions.
Follows established guidelines, procedures and policy to next level of authority for review.
Provide technical and soft skill guidance to junior team members.
Must be flexible for a work schedule of Monday-Friday, 9am - 6pm or 10am - 7pm.
Required Minimum Qualifications
Completion of High School education required
Bachelor’s Degree or 4 years in the financial services industry with customer service experience and working on, preparing, and reviewing documents required
3+ years of customer service or vendor support experience in the financial services, equipment finance, or leasing industry required
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Requisition ID: 1721573
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