Lease Portfolio Manager

4 hours ago

Alpharetta, United States Vaco Full time
Job Description:

The Lease Administration Analyst is responsible for managing a portfolio of clients to analyze key components of lease contracts for expediting accurate and timely invoicing to our client base. This role requires a strong understanding of lease terminology, calculations, and financial terms. The successful candidate will have excellent communication skills, both written and verbal, and be able to manage multiple tasks simultaneously.

Key Responsibilities:
  • Create and utilize Excel templates to review and analyze vehicle costs components for lease, interest, fees, and other client-specific costs, making cost adjustments in the system as needed.
  • Review the application of costs for vehicles, including purchase amount, rebates, and other contractual amounts, for accuracy and proper classification.
  • Perform analysis based on system reporting and client invoices to determine the root cause of billing and/or calculation anomalies.
  • Proactively communicate with Management and Client Account Managers of any known issues impacting timely and accurate client billing.
  • Perform lease modifications per requests, including but not limited to lease term, lease transfer, interest rate, lease commencement dates, etc.
  • Work in collaboration with Client Onboarding, Account Management, Billing, and other areas of the business to properly manage client requests.
  • Ability to communicate in written and spoken formats regarding analysis and inquiry requests in a clear and concise manner to internal or external customers' requests.
  • Complete weekly/monthly assigned review items as assigned to ensure billing accuracy.
  • Assist with the monthly Closing cycles.
  • Assist with testing and feedback as needed.
  • Other duties assigned to ensure overall departmental efficiency.
  • Successfully resolve complex customer inquiries using multiple customer support tools, including but not limited to Salesforce Service Cloud and email.
  • Identify trends and perform root cause analysis and communicate findings to department leaders.
  • Respond promptly and professionally to escalated customer inquiries via phone or email.
Requirements:
  • Minimum Business Bachelor's degree preferred or relevant work experience.
  • 2+ years of prior experience working in the Fleet Leasing or Financial Services industry is a plus.
  • 1-2 years basic knowledge of accounting principles preferred.
  • Financial analysis skills and experience with operational processes in a fast-paced client-service-based industry.
  • Experience in systems testing but not required.
  • Understanding of lease terminology, calculations, financial terms, and principles preferred.
  • Excellent communication skills (written and verbal), able to manage multiple tasks simultaneously.
  • Required, PC and Microsoft Excel skills (including but not limited to V and Xlookups, Pivot Tables).
  • Ability to work with business systems to include but not limited to internally developed systems as well as JD Edwards.

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