Job Description
Job Description
Position Overview:
Assist in completion of day-to-day transactions for assigned programs within vendor or flow channel(s).
Commitment to Internal Control:
The incumbent must understand, abide and uphold the system of internal controls related to the essential duties and responsibilities of the position.
Essential Duties and Responsibilities: (List in order of time spent)
- Complete application entry of data elements into appropriate system (i.e. Rapport).
- Prepare documents and send to customer/vendor in a timely manner.
- Provide introductory call or email to customer within 24 hours of issuance of documents.
- Review files to confirm all appropriate documents have been received and signed correctly.
- File initial UCC-1 or Regular (whichever is applicable).
- Send request for insurance form to agent as applicable.
- Data element entry for purchase orders or vendor instruction letters and send out PO or vendor instruction letters.
- Follow up with vendor on weekly basis to request invoice.
- Verify invoice accuracy.
- Provide customer with certificate of acceptance as applicable.
- Create payment request within Rapport upon receipt of Certificate of Acceptance.
- Provide payment request and file to funding team for final audit.
- Provide copy of countersigned documents to customer.
- Prepare final file to include payment receipt and place in scanning drawer.
- Other duties as assigned.
Responsibility and Decision-Making Authority:
- Responsible for the timely application entry of day-to-day processing of standard transactions.
KPIs:
- Document transactions within 8 business hours after credit approval (if applicable to program).
- Minimum 90% accuracy file audit step 1.
- Minimum 90% accuracy funding audit step 2.
Management/Supervisory Responsibilities:
- N/A.
Qualifications:
Knowledge, Skills, and Abilities:
- Documentation / Contract experience.
- Strong organization and decision-making skills.
- Excellent oral and written communication skills.
- Ability to multi-task while remaining detailed oriented.
- Effective time management skills.
- Microsoft Word Skills.
- Ability to work as part of a team.
- Self-motivated.
- Extensive Excel knowledge.
Education and Experience:
- 2+ years leasing experience (preferred).
- Associate's degree (preferred).
Tools and Equipment Used:
- Personal computer, copier, fax, phone, and other typical office equipment.
Working Hours:
- Hours may vary and will require some evening work; frequently requires working 40-45 hours/week depending on business needs.
Travel:
- None.
Physical Demands:
- Digital dexterity and hand/eye coordination in operation of office equipment.
- Light lifting and carrying of supplies, files, etc.
- Ability to speak to and hear customers and/or other employees via phone or in person.
- Body motor skills sufficient to enable incumbent to move from one office location to another.
The job description does not constitute an employment contract, implied or otherwise, other than an “at will” relationship and is subject to change by the employer as the needs of the employer and requirements of the job change.
The position is non-exempt and the salary will be between $54,200.00 and $69,800.00 with an opportunity to earn a discretionary annual bonus.
The salary range is determined and based on internal equity, market data/ranges, applicant's skills, prior relevant experience and education.
Additional benefits:
- Medical, Dental, and vision plans
- 401(k) and matching
- Paid Time Off
- Company Paid Life Insurance
- Employee Assistance Program
- Training and Development Opportunities
- Employee Discounts