To ensure that transaction is compliant with GreatAmerica policy and procedures as well as audit transaction to validate correct financial structure.
Knowledge, Skills and Abilities
Review signed agreement documents for accurate information and compliance with GreatAmerica Policies and procedures
Confirm accurate phone number for lessee with a third party source to aid in preventing fraud
Phone verifies equipment satisfaction with lessees and answers any questions during the call
Accurately prepare UCCs and submit them through ILien to secure a purchase money security interest
Applies full knowledge, understanding of state sales and property taxes and calculations associated with each
Input data accurately and book transaction in Vision to commence lessee invoicing
Communicate via phone and or Email with Vendors to resolve Documentation issues on transaction file
Take incoming customer and vendor calls and answer questions and or respond to the needs of the caller
Rebook contracts based on the needs and details of the transaction. i.e. equipment exchanges, payment changes, tax changes
Set up renewal billing in Infolease
Follow up on outstanding originals with vendor per Policy DO 1.03
Competencies: For all GreatAmerica team members: Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability
For this position: Detailed Oriented, Accuracy, Problem Solving, Work under Pressure, Organized, Accountable, Reliable, Decision Making, Innovative, Oral & Written Communication, Multi-Tasking
Education: Business Associates degree preferred, Accounting or Para Legal background a plus.
Experience: Financial or Leasing experience preferred
Computer Skills: Proficient in Microsoft Office including Word, Excel and Outlook. Knowledge of Vision, Infolease, Onbase and Goldmine
Other Requirements: Detail oriented, mathematical aptitude and able to work in a team environment
GreatAmerica Financial Services - 30+ days ago
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