Lease Documentation Administrator

1 week ago

Salt Lake City, UT, United States Pivotal Talent Search Full time
Lease Documentation Administrator

Location: Onsite in the Salt Lake City office for a minimum of 6 months with the option to transition to hybrid based on performance.

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.

Essential Duties:
  • Prepare and review standard contractual lease documents between the company and customers.
  • Prepare, review, and send purchase orders to vendors for customers' equipment orders and delivery.
  • Manage each equipment order's timeline (follow 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 the company's teams.
  • Work with the End of Lease Department to ensure they are working with accurate information.
  • Reviewing and interacting with our online Salesforce.com platform, ensuring documentation data is consistent.
  • Other duties and responsibilities as assigned
Education & Experience:
  • Minimum of 2 to 5 years of experience working with equipment leasing documentation - end to end.
  • BS degree in Business Administration, Finance, or Related Field, or combined experience with education.
  • Adherence to laws and best practices regarding dealings with financial services customers and data.
  • Highly proficient in learning and/or utilizing multiple complex technical applications at the same time.
  • Strong Excel skills.
  • Salesforce and NetSuite experience is a plus.
The Ideal Candidate Will:
  • Be able to perform fast-paced, high volume of transactions, and multi-task.
  • Be a quick learner, be result-oriented, have beginning-to-end follow-through, and be highly detail-oriented.
  • Work with a high level of confidentiality, integrity, and discretion.
  • Consistently exhibit diplomacy, with the ability to maintain a pleasant manner, and tact in challenging circumstances.
  • Have the ability to be productive and efficient under varying volumes of workload and rapidly shifting priorities.
  • Have strong interpersonal skills, professional poise, and a true teamwork mentality.

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