Financial Administrative Assistant

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Cornelius, United States Corps Team Full time

A growing financial services company is seeking a Financial Administrative Assistant for 6+ month contract role located in Cornelius, NC. The hours for this role are 9 AM- 4 PM.


Role Summary:

This position is primarily responsible for the application entry, documentation, funding, and payment processing for the Equipment Finance department. Employee will support critical procedures that ensure an efficient documentation practice, including but not limited to:


  • Application entry into the ASPIRE system; Equipment loan/lease document preparation, review and system input; customer invoicing, funding equipment vendors, and booking transactions into the system; and all other critical risk management activities needed to minimize credit, documentation and operational risks in commercial Equipment Financing.


Specific Job Functions:

  • Collect all required loan/lease documentation from vendors, customers, brokers, prospects, Bankers, and Equipment Finance personnel. Ensure that all loan and lease information is accurate and complete prior to entry into the computer system. Follow up for any missing information promptly.
  • Provide superior customer service to all internal and external customers, and work with vendors and brokers to increase contract volumes.
  • Enter applications into the ASPIRE Equipment Finance system.
  • Ensure adherence to all regulatory and compliance procedures.
  • Process all commercial loan and lease modifications and renewals, ensuring timeliness, accuracy and appropriate follow-through.
  • File UCC’s and follow up for UCC continuations and cancellations; ensure lien perfection on titled equipment; insurance verification and tracking; sales and property tax calculations, follow-up, and tracking for lease transactions.
  • Help to serve customers with questions related to the general servicing of their loan or lease. This might include, but is not limited to, payment processing/inquiries, history interpretation, interest computations, year-end reporting, payment calculations, Sales and Property Tax questions, and more. Work toward problem resolution but escalate to a Supervisor when appropriate.
  • Assist in all areas of the Equipment Finance Documentation, funding, booking, invoicing, customer service, and all other facets of the transaction from the inception to the conclusion.
  • Process ACH, checks, and wire transfers for customer payments and funding of contracts.
  • Assist in the collection of delinquent accounts as needed.
  • Create purchase orders as needed promptly.
  • Process customer address changes.
  • Quote loan and lease payoffs, preparing written confirmations as required.
  • Call DMVs and customers to follow up on missing title paperwork.
  • Mail follow up letters.
  • Adapt to changes in the work environment; and be able to deal with frequent change, delays or unexpected events.
  • Contribute to building positive team spirit.
  • Perform other duties and assist with special projects as requested.


Knowledge/skills required:

  • Ability to understand, and use Bank policies and procedures to ensure operational efficiency and regulatory compliance and to understand when an exception is required.
  • Familiarity with all federal and state banking regulations pertaining to lending and consumer finance, including fair lending laws, the Bank Secrecy Act and the US Patriot Act.
  • Demonstrated problem-solving ability.
  • Effective time management skills.
  • Above average communication skills with emphasis on listening and problem-solving skills.
  • Demonstrated ability to handle multiple tasks simultaneously. Exceptional organization skills.
  • Ability to prioritize duties and work independently.
  • Ability to meet designated deadlines while remaining flexible to changing assignments.
  • Self-motivated with excellent attention to detail.


Job Requirements:

  • High School Diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Operations Management; or equivalent working experience in a related industry is preferred.
  • Three (3) years of equipment financing and leasing experience; or similar experience in another industry.
  • Experience in equipment financing products, pricing, and documentation is preferred.
  • Demonstrated proficiency in basic computer applications, such as Equipment Finance systems and Microsoft Office.
  • Previous experience with Equipment Finance Agreements (EFA), Commercial Finance Agreements (CFA), Equipment Loans, and all Equipment Lease documentation is preferred.
  • Experience working with titles is preferred.
  • Three to five years’ experience in a customer service-oriented business environment. One to three years’ experience in a lending department of a bank is preferred.
  • Experience with property tax and sales tax for Equipment Leasing is preferred.


Pay Rate- $23-$24/hour

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