Originations Assistant - 1st Financial Bank USA

Job Overview:
The Originations Assistant will complete the loan application process from start to finish for potential and
existing clients, preparing, analyzing, and verifying applications for the lease or refinance of vehicles.

The Assistant will also function as a liaison between the Sales Team and the other departments within the organization along with servicing client and dealer needs.

Duties/Responsibilities:

Originations
               1. Providing Customer Service
               2. Quoting for Regions
               3. Processing Credit Applications
               4. Reviewing Credit Application with Underwriting as necessary
               5. Tracking Deals in Process
               6. Preparing Worksheets
               7. Submitting Credit Applications to Banks
               8. Obtaining Necessary Information to Acquire Approvals and/or meet stipulations
               9. Coordinating Private Party Sale Transactions
               10. Assisting Sales Staff with Administrative Needs
               11. Providing Sales Staff with Sales History Reports, etc. as necessary
               12. Responding to Sales Manager’s Needs
               13. Preparing Agendas and Minutes for Sales Meetings
               14. Updating Residual Guide Sheets and Residual Database on a Monthly Basis

               15. Copying & Scanning Deals for the Bank

Preparing Leases for Customers/Dealers
                1. Prepping Numbers
                2. Completing Lease Checklist (first two columns)
                3. Preparing and Sending Leases

Preparing Leases to Be Funded
                 1. Obtaining Proof of Insurance
                 2. Obtaining Dealer Documents
                 3. Obtaining any required DMV Documents
                 4. Arranging for Private Party Transactions
                 5. Preparing Overnight Airbills
                 6. Sending Notification of Funding to Regional Sales Manager

Reporting and Meetings
                1. Assisting Originations Manager with Reporting as needed
                2. Attending Weekly Sales Meetings
                3. Attending Skype Sessions with Regional Sales Managers

Required Skills/Abilities:

• Excellent Verbal and Written Communication Skills
• Excellent interpersonal skills and ability to build relationships with a variety of service providers
   including clients, dealers, banks, and vendors
• Precise/Attention to Details
• Ability to Multi-task/Prioritize
• Strong Computer Skills with Standard Office Software
• Strong Time Management Skills
• Maintains Confidentiality
• Highly principled
• Self-Directed and Results Oriented
• Proficient with Microsoft Office Suite or related software

Education and Experience:  Associate degree required, BA/BS in related field preferred

*The above is a brief outline and is not intended to fully describe all the responsibilities and details of
this position. PFS reserves the right to alter this job description at any time, as it deems necessary.

We provide a highly competitive and comprehensive compensation and benefits program including affordable medical/dental insurance, generous paid leave program, 401(k) and much more!