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Operations Consultant (Leasing Documentation Specialist)

Riverside, Rhode Island;

Job Description:

Job Overview:

Prepares, negotiates and reviews master agreements and supporting documentation for various leasing products, typically under the guidance of senior staff. Facilitates communications among various parties, such as credit officers, marketing, legal, etc. in order to promptly resolve documentation issues. Has excellent analytical, verbal and written communication skills and is comfortable representing Bank of America in communications with associates & clients.

Responsibilities:

  • Accurate and timely preparation of documentation, insurance requirements, UCC’s, etc., including verification of economics of transaction, tailored to specifications and requirements of specific transactions.  Processing lease and loan transactions on DealFlo and LMS for funding and booking.  Prepare loan and lease packages including the verification of calculations, rates, signatures and dates on each document, preparing document checklists, obtaining subordination agreements and filing UCC financing statements.  Assures all documents are complete and in package prior to funding.

  • Liaison between and among Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors regarding transaction status, receipt of executed documentation, supplier invoices, lien searches, researching and clarifying information and problem resolution

  • Responsible for building and maintaining strong relationship with assigned Sales Associates and Customers regarding documentation and relationship issues and handling of Customers’ inquiries and concerns

  • Communication with suppliers regarding invoice-funding status, purchase order and account reconciliation

  • Accurate and timely processing of transactions to Imaging and Operations Departments

  • Proper maintenance of pending files, including documentation, UCC’s, insurance and follow-up for UCC, titles and other documents

  • Creation and maintenance of internal and external reporting requirements

  • Performance of maintenance on current portfolio as needed

  • Completes various projects as assigned by Manager

Required Skills:

  • Ability to set priorities, meet aggressive production goals and deadlines, manage multiple transactions, tasks and projects efficiently and simultaneously in a fast paced environment with minimal supervision

  • Ability to work independently and exercise good judgment with little or no supervision

  • Ability to achieve aggressive production goals and to deliver effective, responsive service to Customers

  • Consistent follow up techniques

  • Strong mathematical abilities

  • Excellent verbal and written communication skills

  • Possess excellent organizational skills, the ability to prioritize, and be detail oriented

  • Working knowledge of UCC (Uniform Commercial Code) and Insurance requirements

  • Knowledge of personal computers including word processing and spreadsheet software with typing ability

  • Strong interpersonal skills including proper telephone techniques

Desired Skills:

  • College degree preferred or equivalent work experience

  • Previous leasing documentation

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

500

Job Description:

Job Overview:

Prepares, negotiates and reviews master agreements and supporting documentation for various leasing products, typically under the guidance of senior staff. Facilitates communications among various parties, such as credit officers, marketing, legal, etc. in order to promptly resolve documentation issues. Has excellent analytical, verbal and written communication skills and is comfortable representing Bank of America in communications with associates & clients.

Responsibilities:

  • Accurate and timely preparation of documentation, insurance requirements, UCC’s, etc., including verification of economics of transaction, tailored to specifications and requirements of specific transactions.  Processing lease and loan transactions on DealFlo and LMS for funding and booking.  Prepare loan and lease packages including the verification of calculations, rates, signatures and dates on each document, preparing document checklists, obtaining subordination agreements and filing UCC financing statements.  Assures all documents are complete and in package prior to funding.

  • Liaison between and among Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors regarding transaction status, receipt of executed documentation, supplier invoices, lien searches, researching and clarifying information and problem resolution

  • Responsible for building and maintaining strong relationship with assigned Sales Associates and Customers regarding documentation and relationship issues and handling of Customers’ inquiries and concerns

  • Communication with suppliers regarding invoice-funding status, purchase order and account reconciliation

  • Accurate and timely processing of transactions to Imaging and Operations Departments

  • Proper maintenance of pending files, including documentation, UCC’s, insurance and follow-up for UCC, titles and other documents

  • Creation and maintenance of internal and external reporting requirements

  • Performance of maintenance on current portfolio as needed

  • Completes various projects as assigned by Manager

Required Skills:

  • Ability to set priorities, meet aggressive production goals and deadlines, manage multiple transactions, tasks and projects efficiently and simultaneously in a fast paced environment with minimal supervision

  • Ability to work independently and exercise good judgment with little or no supervision

  • Ability to achieve aggressive production goals and to deliver effective, responsive service to Customers

  • Consistent follow up techniques

  • Strong mathematical abilities

  • Excellent verbal and written communication skills

  • Possess excellent organizational skills, the ability to prioritize, and be detail oriented

  • Working knowledge of UCC (Uniform Commercial Code) and Insurance requirements

  • Knowledge of personal computers including word processing and spreadsheet software with typing ability

  • Strong interpersonal skills including proper telephone techniques

Desired Skills:

  • College degree preferred or equivalent work experience

  • Previous leasing documentation

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22091449

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Michelle Genser [C]

Referral Bonus:

500