Description

To apply to this hybrid role, please send your resume to John Sadofsky at [email protected]

Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.

Summary:

Prepares and reviews master agreements and supporting documentation for various lease and loan products. Facilitates communications among various parties, such as credit officers, sales, legal, etc. in order to promptly resolve documentation issues. Has excellent analytical, verbal and written communications skills and is comfortable in communications with associates and clients.

Responsibilities:

· Accurate and timely preparation of documentation, insurance requirements, UCC’s, etc., including verification of economics of transaction, tailored to specifications and requirements of specific transactions. Processing lease and loan transactions on the lease loan servicing system for funding and booking. Prepare loan and lease packages including the verification of calculations, rates, signatures and dates on each document, preparing document checklists, obtaining subordination agreements and filing UCC financing statements. Assures all documents are complete and in package prior to funding.

· Liaison between and among Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors regarding transaction status, receipt of executed documentation, supplier invoices, lien searches, researching and clarifying information and problem resolution.

· Responsible for building and maintaining strong relationship with Sales Associates and Customers regarding documentation and relationship issues and handling of Customers’ inquiries and concerns.

· Communication with suppliers regarding invoice-funding status, purchase order and account reconciliation.

· Proper maintenance of pending files, including documentation, UCC’s, insurance and follow-up for UCC, titles and other documents.

· Completes various projects as assigned by Manager

Requirements

Job Requirements:

• Proficiency in CRM software is required.

• Experience with Maps API is necessary.

• Advanced knowledge in Microsoft Excel and Microsoft Word is essential.

• Strong networking skills are needed.

• Familiarity with 'About Time' software is a plus.

• Experience in AB Testing is beneficial.

• Auditing skills are required.

• Knowledge of budget processes is necessary.

• Experience in capital management is essential.

• Ability to work in a collaborative environment.

• Strong analytical and problem-solving skills.

• Excellent written and verbal communication skills.

• Proven ability to manage multiple tasks simultaneously.

• Bachelor's degree in a related field or equivalent work experience is preferred.

• Attention to detail and high level of accuracy.

To apply to this hybrid role, please send your resume to John Sadofsky at [email protected]

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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