Lease Servicing Specialist: II (Intermediate) - Ava Consulting
Minneapolis, MN
About the Job
Job Summary:
Performs closing activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking. Works in a team environment and collaborates with Relationship Services Specialists (RSS), asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Leasing Delivery Services (LDS) leadership and other internal departments.
Essential Duties and Responsibilities:
The essential functions include, but are not limited to:
1. Completes funding activities for assigned accounts to meet internal, partner and customer commitments. Performs appropriate due diligence according to FCL policies and prepares vendor payment requests within authority limits. Obtains additional approval from LDS leadership for payment requests outside of authority.
2. Completes UCC filings within regulatory guidelines.
3. Completes booking activities to meet internal, partner and customer commitments.
4. Backs up other team members. Performs closing activities for other teams in support of work load leveling.
5. Performs quality assurance functions. Works with LDS team to ensure that high quality standards are achieved.
6. Communicates status to LDS team and leadership. Keeps supervisor informed of workload and closing issues.
7. Actively engages with LDS team contributing to fulfillment of overall partner and customer origination commitments and issue resolution.
8. Participates in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service.
9. Works closely with Relationship Managers, Account Managers, customers and lease partners to provide superior customer service.
Other Duties and Responsibilities:
1. Cross-trains in order to assist and back-up other associates.
2. Performs other duties as assigned.
Basic Qualifications:
1. High School diploma.
2. Zero to two years of experience, preferably in the leasing industry; or appropriate combination of education and experience.
Other Qualifications:
1. Associate or bachelor's degree in finance, business administration or relevant discipline preferred.
2. Basic knowledge of the Farm Credit System preferred.
3. Basic knowledge of the leasing industry, leasing documentation, tax and closing requirements
4. Working knowledge of office software applications, Tvalue, CRM, and Rapport
5. Ability to accommodate varying work and scheduling requirements in order to meet deadlines
6. Ability to solve problems, and identify when to escalate issues.
7. Ability to work independently as well as collaboratively in a team environment.
8. Strong organizational and time management skills.
9. Excellent detail and customer service orientation.
10. Ability to interact with and engage others appropriately at all levels in the organization.
11. Strong verbal and written communication and interpersonal skills.
12. Demonstrated skills in Microsoft Office applications (Outlook, Word and Excel)
Special Requirements
1. Availability for occasional work outside normal business hours.
2. Availability for occasional travel.
This job description is not intended to include an exhaustive list of all responsibilities and qualifications that may be associated with the job. Management reserves the right to add, subtract, or change the duties of the job at any time.
Performs closing activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking. Works in a team environment and collaborates with Relationship Services Specialists (RSS), asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Leasing Delivery Services (LDS) leadership and other internal departments.
Essential Duties and Responsibilities:
The essential functions include, but are not limited to:
1. Completes funding activities for assigned accounts to meet internal, partner and customer commitments. Performs appropriate due diligence according to FCL policies and prepares vendor payment requests within authority limits. Obtains additional approval from LDS leadership for payment requests outside of authority.
2. Completes UCC filings within regulatory guidelines.
3. Completes booking activities to meet internal, partner and customer commitments.
4. Backs up other team members. Performs closing activities for other teams in support of work load leveling.
5. Performs quality assurance functions. Works with LDS team to ensure that high quality standards are achieved.
6. Communicates status to LDS team and leadership. Keeps supervisor informed of workload and closing issues.
7. Actively engages with LDS team contributing to fulfillment of overall partner and customer origination commitments and issue resolution.
8. Participates in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service.
9. Works closely with Relationship Managers, Account Managers, customers and lease partners to provide superior customer service.
Other Duties and Responsibilities:
1. Cross-trains in order to assist and back-up other associates.
2. Performs other duties as assigned.
Basic Qualifications:
1. High School diploma.
2. Zero to two years of experience, preferably in the leasing industry; or appropriate combination of education and experience.
Other Qualifications:
1. Associate or bachelor's degree in finance, business administration or relevant discipline preferred.
2. Basic knowledge of the Farm Credit System preferred.
3. Basic knowledge of the leasing industry, leasing documentation, tax and closing requirements
4. Working knowledge of office software applications, Tvalue, CRM, and Rapport
5. Ability to accommodate varying work and scheduling requirements in order to meet deadlines
6. Ability to solve problems, and identify when to escalate issues.
7. Ability to work independently as well as collaboratively in a team environment.
8. Strong organizational and time management skills.
9. Excellent detail and customer service orientation.
10. Ability to interact with and engage others appropriately at all levels in the organization.
11. Strong verbal and written communication and interpersonal skills.
12. Demonstrated skills in Microsoft Office applications (Outlook, Word and Excel)
Special Requirements
1. Availability for occasional work outside normal business hours.
2. Availability for occasional travel.
This job description is not intended to include an exhaustive list of all responsibilities and qualifications that may be associated with the job. Management reserves the right to add, subtract, or change the duties of the job at any time.
Source : Ava Consulting