Leasing Document Coordinator

3 weeks ago

Salt Lake, Utah, United States Merrimak Capital Company Full time

Merrimak Capital is a nationally certified woman-owned business and the leading independent leasing and asset resale company serving over 25% of the Fortune 500 and privately held companies. Our dedicated team of professionals is here to bring the best experience, providing personalized assistance. We are collaborative, hardworking, and creative people who want to make a difference in the lives of our clients. We pride ourselves on creating innovative lease structures that help our customers grow their businesses. We believe that our customers are the foundation of our successful business, and we enable every employee to have a positive impact on our customer experience. We are agile and move quickly to bring innovation to the market.

Position Overview:

The Leasing Documentation Administrator creates and oversees the contracts that are used specifically for asset-based lending and equipment financing lease documentation. This role will coordinate with our partners throughout the timeline of the agreement to funding. Candidates must have strong analytical and organizational skills, with a demonstrated ability to work well under pressure, and preferably have a financial institution background.

Key Responsibilities:

  • Prepare and review standard contractual lease documents between Merrimak and customers.
  • Prepare, review, and send purchase orders to vendors for customers' equipment orders and delivery.
  • Manage each equipment order's timeline, following up with vendors for production and delivery timing.
  • Clearly manage customer delivery expectations through frequent communications.
  • Ensure all applicable terms and conditions are stated accurately in documents, and aligned with what is provided by the Pricing department.
  • Manage records/files of current leases, with the ability to dive into previous documentation to answer questions.
  • Provide prompt and accurate responses to customers' inquiries via phone and email.
  • Provide clear and concise communication between Merrimak's teams.
  • Work with the End of Lease department to ensure they are working with accurate information.
  • Review and interact with our online platform, ensuring documentation data is consistent.

Requirements:

  • Experience creating contract documents for equipment leasing agreements.
  • BSc degree in Finance, Accounting, or Business Administration, or combined experience with education.
  • Adherence to laws and best practices regarding dealings with financial services customers and data.
  • Salesforce and NetSuite experience is a plus.
  • Highly proficient in learning and utilizing multiple complex technical applications at the same time.
  • Strong Excel skills.

Ideal Candidate:

  • Has some experience in equipment leasing contracts. Property management leasing is not necessarily an applicable background for this role. Certain types of complex real estate contract experience may be relevant.
  • Can perform fast-paced, high-volume transactions, and multi-task.
  • Is a quick learner, result-oriented, has beginning-to-end follow-through, and is highly detail-oriented.
  • Works with a high level of confidentiality, integrity, and discretion.
  • Consistently exhibits diplomacy, with the ability to maintain a pleasant manner, and tact in challenging circumstances.
  • Has the ability to be productive and efficient under varying volumes of workload and rapidly shifting priorities.
  • Has strong interpersonal skills, professional poise, and a true teamwork mentality.

Merrimak Capital is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth, or related medical conditions), age, veteran status, or other legally protected characteristics.

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