Full job description
The Sr Documentation Specialist works together with Relationship Specialists and the Accounting Department to deliver high quality service to our vendors and end users while ensuring that transactions are finalized accurately and funded on a timely basis. The principal focus is to keep our vendors satisfied by effectively managing the process flow of all transactions from the time of documentation is passed for system entry through the funding process.
PRIMARY RESPONSIBILITIES
Manage transactional review and funding:
Conduct timely review of executed lease documentation, auditing for accuracy.
Verify terms of lease documentation with customers.
Assist when necessary, the coordination of delivery & acceptance of the equipment and reconcile any issues prior to funding, obtaining any necessary change addendums to ensure correct documentation.
Provide proactive oral and written communication and updates regarding status of transactions to ensure timely booking and funding.
Signing of lease documentation by designated signing authority.
Working with Accounting Dept. to fund transactions within specified time periods.
Track and monitor progress payment and partial fundings to ensure compliance with set policy. Participate in audit reviews on a monthly basis. (when required) Signing of Lease documents by designated signing authority. Facilitate problem resolution.
Act as primary liaison between customers and/or vendors and other departments in communicating our policy, facilitating transactional issues and requests as well as resolving issues.
Identify opportunities for organizational improvement and support organizational knowledge sharing
Assist manager in the training and development of new employees Maintain follow-up logs and other reports as assigned Perform other duties as assigned.
Assist manager in the training and development of new employees Assume job responsibilities for co-workers when they are out of the office.
KNOWLEDGE AND SKILL REQUIREMENTS
Education and/or Experience:
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Associate Degree and/or or 2-3 years comparable business experience required.
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Equipment leasing experience a plus but not required. Understanding of what a lease is and/or finance documentation.
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Bachelor‘s Degree preferred
Technical/Functional Skills and Knowledge:
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Strong PC proficiency using MS Office.
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Proficiency with IDS systems for documentation, contract set up and post booking contract changes (preferred)
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Strong writing skills, sending emails to end user customers/dealers/LEAF associates
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Strong phone skills
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Time management to juggle multiple responsibilities
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Knowledge of lease documentation requirements.
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Mathematical Skills: Ability to calculate figures and amounts such as discounts, percentages, interest, and commissions. Knowledge of HP17B or HP12C and T-Value is a plus.
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Ability to solve practical problems.
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Ability to work in face paced environment
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Ability to communicate/build relationships with people
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Excellent communication skills.
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Detail oriented.
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Ability to work in a fast paced environment and perform multiple tasks.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.43 – $34.05 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Philadelphia, Pennsylvania, United States of America