Assist Contract Administrators with commercial equipment lease and loan documentation; UCC Lien Search reviews identifying conflicts, preparation of and assume lead role in obtaining non-interest or release letters, assist with the closing and funding of transactions; work closely with sales reps, syndicators, customers, and vendors; and possess a thorough understanding of the documentation process. Assume the lead role, proactively, in the collection of all information required in order to create documents; collection, tracking, verification, and reconciliation of vendor invoices and proof of payments (as applicable). Ensure documents are properly executed, create and maintain documentation files in an organized and complete manner, maintain an effective process to follow up and clear any document “exception” issues that remain pre and post-funding. Keep deal specific notes and status updated in CRM.
Prepare documentation for lease and loan transactions and assist Contract Administrators with processing and managing the flow of transactions from origination to funding, in accordance with the Company’s standard operating procedure.
Provide a favorable customer service experience by resolving client and vendor issues
Possess working knowledge of lease accounting system for data entry, audit, invoicing and booking.
Maintain effective process and close communication with multiple departments and clients to ensure that “follow-up” items are received in a prompt and timely manner.