North Star Leasing - Funding Support Specialist

Job Purpose:

This position is responsible for assisting the Sales Team by assembling complete documentation packages and submitting to the Funding Team. This position is responsible for all deals once the signed documents are returned. Will work with the customer, vendor and sales representative to move deals from “Docs In” to “Funded”. Will ensure deals have met all credit and documentation requirements and forward to the Funding Department for processing.

Job Duties:

• Confirm that the documentation package is complete before forwarding to funding.
• Responsible for the tracking, follow up and review of missing documentation, improperly executed document and invoices. Will ensure items are accurate and returned in designated time frame.
• Communicate on going status of documentation with sales representatives, funding and documentation teams and other participants in the funding process.
• Verify business addresses for compliance with “know your customer” regulatory requirements.
• Will compare documents to the credit approval to assure all credit requirements are met.
• Confirm that all required documents are received and executed properly.
• Responsible for deal transactions once the signed documents are returned by the customer.
• Ensures required signatures and dates are complete on preliminary package documents.

Education, Job Skills and Qualifications:

• Proficient use of technology required
• Positive attitude & aggressive personality to get results
• Ability to work in a fast paced, task and detailed oriented environment required
• Excellent phone manners & customer service skills
• Bachelor’s or Associate’s degree preferred
• 2 + years of customer service experience preferred
• Strong analytical and problem solving skills required

Basic Qualifications:

• 2 years of administrative or customer service experience required.

Equal Opportunity Employer M/F/Disabled/Vet;
For inquiries regarding employment with Peoples Bank, email [email protected].