Leasing Specialist in Fort Collins, CO at Volt

Date Posted: 4/5/2018

Job Snapshot

Job Description

Essential Job Duties and Responsibilities:

  • Review incoming lease and loan documents to ensure they meet the requirements of the credit approval.
  • Respond to the Company’s lease brokers within 24 hours of document receipt to request required (missing) approval contingencies needed in order to fund the transaction.
  • Follow up with broker/lessee for any pending items; including outstanding pre-funds, original documents and shortfall checks.
  • Respond to the Company’s leases brokers on all inquiries in a timely manner.
  • Responsible in maintaining an organized and efficient workflow of lease and loan files to review, respond, and fund in a timely manner.
  • Conduct verbal D & A (delivery and acceptance) of equipment with the Company’s customers on every funded transaction.
  • File and follow up on all UCC (Uniform Commercial Code) filings with the appropriate state.
  • Maintain a high level of focus and accuracy when reviewing incoming lease and loan documents.
  • Understand various methods of tax treatment dependent upon the asset and state and county requirements.
  • Develop solid understanding of broker special programs
  • Prepare transactions for funding including data entry in the Vision operating system, UPS shipment labels, UCC filings, and purchase orders.
  • Educate and assist brokers on Company funding guidelines, requirements, procedures and the online document system.
  • Maintain knowledge and stay current on all federal, state, county, and Company funding requirements.
  • Other duties and special projects as assigned.

Other Duties:

  • Assist the processing and customer service areas when assigned.
  • Assist with filing.
  • Assume a higher level of workflow when department personnel are absent or on vacation.

Supervisory Responsibilities:  None

Knowledge, Skills and Experience required (unless otherwise noted):

  • High School Diploma plus three to five (3-5) years’ small-ticket equipment leasing experience or relevant bank loan, title or mortgage closing experience. 
  • For internal consideration of grade level 2: the employee must demonstrate the minimum years of experience in conjunction with consistent and satisfactory job performance ratings.
  • Excellent knowledge and understanding of applicable state and federal regulations (i.e. HIPAA guidelines, FDCPA and FCRA regulations, credit approval process, etc.).
  • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Ability to stay knowledgeable and current on all federal, state, county, and Company funding requirements.
  • Strong customer service and conflict resolution skills.

Knowledge, Skills and Experience required (unless otherwise noted): (cont’d)

  • Excellent interpersonal communication skills.
  • Advanced computer skills including proficiency in Microsoft Office applications, email, and basic internet usage.
  • Excellent organizational and time-management skills. Must be detail oriented.
  • Ability to work well under the pressure of meeting tight deadlines in a timely manner.
  • Ability to read and understand information and ideas presented in writing.
  • Ability to handle a high work volume while maintaining proper due diligence and accuracy.
  • Ability to prioritize and handle multiple tasks efficiently with little direct guidance.
  • Ability to establish and maintain effective working relationships within the Credit department and across the organization.
  • Ability to work effectively in a diverse workforce.

Physical Demands / Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Working conditions are normal for a fast-paced office work environment.
  • Mid-level stress.
  • Requires sitting for long periods of time (frequently).
  • Requires periodic walking primarily on a level surface throughout the workday.
  • Requires reaching continually throughout the workday (mouse, keyboard, telephone).
  • May include lifting up to 25 pounds for files on a regular basis. Proper lifting techniques required.

Material and Equipment Directly Used:

  • Personal computer with Microsoft Office software applications.
  • Mouse and keyboard.
  • Software applications including Vision and Dollar$ System and other internet applications.
  • Telephone headset (occasionally).
  • Facsimile (occasionally).
  • Zeacom software with multi-line telephone with voice mail.
  • Copy machine, scanner and printer.
  • Calculator.

NOTE:  This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.  The employee will be required to follow any other instructions and to perform any other duties requested by their supervisor.  Nothing in this job description shall create or is intended to create, or shall be construed to constitute a contract of employment, express or implied. Employees are held accountable for all duties of this job.