Analyst

The salary range for this position is $75,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m

This position requires strong analytical, verbal, and written communication skills and the ability to communicate effectively with associates and clients.

Job Responsibilities:

• Review and prepare loan and lease documents, ensuring their accuracy and timeliness
• Act as the primary point of contact between Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors for transaction status updates and problem resolution.
• Establish and nurture strong relationships with Sales Associates and Customers, addressing their inquiries and concerns efficiently.
• Coordinate with suppliers regarding invoice-funding status, purchase order and account reconciliation.
• Manage pending files meticulously, including documentation, UCC’s, insurance and follow-ups for UCC, titles, and other documents.
• Validate the economics of transactions, tailored to the specifications and requirements of each transaction.
• Handle the processing and booking of lease and loan transactions on the lease & loan servicing system for funding.
• Assemble loan and lease packages, verifying calculations, rates, signatures, and dates on each document, preparing document checklists, obtaining subordination agreements, and filing UCC financing statements.
• Confirm that all documents are complete and ready prior to funding.
• Undertake additional projects as assigned by the Manager.

Job Requrements:

• Proficiency in CRM software is required for effective customer relationship management.
• Familiarity with Maps API to aid in location-based data analysis.
• Strong skills in Microsoft Excel for data analysis and visualization.
• Proficiency in Microsoft Word for document creation and editing.
• Solid skills in networking to build and maintain detail-oriented relationships.
• Experience with About Time software for efficient time tracking and management.
• Knowledge of AB Testing to improve website or application performance.
• Auditing experience to ensure compliance and accuracy in all operations.
• Understanding of budget processes for effective financial planning and management.
• Expertise in capital management to optimize the organization's financial operations.

To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m