- Work collaboratively with Business Development Representatives to help close equipment finance transactions or to correct document deficiencies in an efficient and in a timely manner.
- When needed, provide transaction status updates to Business Development Representatives.
- Using DocuSign, prepare, review, send, and maintain finance end user agreements and related documents for approved transactions.
- Ensure all agreements and related documents are accurate and complete according to NewLanes policy and procedure guidelines.
- Complete welcome call with new customers to ensure all documentation terms and agreements are accurate.
- Using Cloud Lending and related Salesforce applications, set up finance transaction for proper billing and servicing.
- Perform fraud checks and due diligence while documenting and authorizing funding for new contracts.
- Assist customers and dealers with closing process requirements, such as, but not limited to, clearing documentation stipulations, agreement terms and conditions.
- Authorize and issue purchase order agreements to 3rd party equipment dealers.
- Prepare, review, and process documentation packages for a variety of asset types such as, construction equipment, technology (hardware and software), medical and veterinary, etc.
- Ability to work independently as well as collaboratively within a cross functional team.
- Proven ability to perform in a dynamic, high volume, transaction processing environment.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Provide exceptional customer service.
- Candidate should be self-motivated and possess a desire to learn.
- Assist Credit Management with ad-hoc projects.
- Comply with audit and documentation policy and procedure requirements.
- Must understand, abide and uphold audit procedures and internal controls related to essential duties and responsibilities.
- The successful candidate will possess a positive and customer-centric attitude, adhering to the core values of NewLane Finance.
- Leasing/financial industry/banking sector is preferred.
- Bachelors Degree in related field preferred but not required.
- 3+ years of experience in similar administrative role (i.e., Loan Processing, Documentation Review roles).
- Title vehicle documentation experience desired but not required.
- Finance agreement/documentation review experience preferred.
- Strong interpersonal skills and ability to leverage relationship building skills.
- Excellent computer skills to include, MS Office, Word, Excel, PowerPoint.
- Proven ability to multi-task effectively in a fast paced, deadline-oriented sales environment.
- Customer service focus and a professional approach to servicing B2B relationships.
-
Finance Coordinator
3 weeks ago
WSFS Bank Philadelphia, United StatesJob Description NewLane Finance Company, powered by WSFS BANK Philadelphia, PA Finance Coordinator NewLane Finance Company ("NewLane") is a commercial equipment finance company, serving small and mid-size businesses nationwide · Our mantra is \'Business Lending Done Right ...
-
Finance Coordinator
2 weeks ago
WSFS Bank Philadelphia, United StatesJob Description · NewLane Finance Company, powered by WSFS BANK · Philadelphia, PA · Finance Coordinator · NewLane Finance Company ("NewLane") is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Rig ...
-
Finance Coordinator
3 weeks ago
NewLane Finance Philadelphia, United StatesNewLane Finance Company ("NewLane") is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Right", and our strategy is to revolutionize small business lending by employing the latest technology and a motiv ...
-
Finance and Human Resources Coordinator
1 week ago
Cabaletta Bio Philadelphia, United StatesFinance and Human Resources Coordinator · Philadelphia, PA · About the Position · The Finance and Human Resources Coordinator reports to the Chief Human Resources Officer and works closely with the Chief Finance Officer and Associate Director, Executive Office and IT. This positi ...
-
Finance and Human Resources Coordinator
1 week ago
Juno Search Partners Philadelphia, United StatesOur client, a biotech in Philadelphia, is seeking a Finance and HR Coordinator reporting to the CHRO. This role will support the organizations general business needs and to provide executive assistance to their CHRO and CFO. · This role is expected to be onsite 1 to 3 days per we ...
-
Finance and Human Resources Coordinator
5 days ago
Cabaletta Bio Philadelphia, United StatesPhiladelphia, PA · Cabaletta Bio (Nasdaq: CABA) is a clinical-stage biotechnology company focused on the discovery and development of engineered T cell therapies that have the potential to provide a deep and durable, perhaps curative, treatment for patients with autoimmune disea ...
-
Finance and Human Resources Coordinator
1 week ago
Juno Search Partners - Open Positions Philadelphia, United StatesJob Description · Job DescriptionOur client, a biotech in Philadelphia, is seeking a Finance and HR Coordinator reporting to the CHRO. This role will support the organizations general business needs and to provide executive assistance to their CHRO and CFO. · This role is expecte ...
-
Business Manager
2 weeks ago
Saint Dominic Church Philadelphia, United States**Job Description: Business Manager - St. Dominic Parish, Philadelphia** · **SUPERVISED BY: Pastor** · **WORK SCHEDULE**:Part -Time - Possibility of some remote work hours.** · **JOB OBJECTIVE**: · The role of the Business Manager is to provide leadership and supervision of the f ...
-
Specialist, Finance
2 weeks ago
Liberty Coca-Cola Bev LLC Philadelphia, United StatesWorking at Liberty Coca-Cola Beverages LLC is all about pursuing a career not just a job. Discover what it means to be energized by a multitude of possibilities and a dynamic team. · Minimum Salary: $90,000.00 · Maximum Salary: $105,000.00 · **About Liberty**: · At Liberty Coca-C ...
-
Director of Fiscal Operations, Penn Arts
1 week ago
University of Pennsylvania Philadelphia, United StatesUniversity Overview · The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World ...
-
Bookkeeper
3 weeks ago
Archdiocese of Philadelphia Philadelphia, United States**SUPERVISED BY: Pastor** · **WORK SCHEDULE**:Part -Time (20 Hours a week)** · **JOB OBJECTIVE**: · The role of the bookkeeper is to full charge accounting processes to support the Pastor/Parish. This position is framed by the necessary approvals from the Pastor, in concert with ...
-
Billing Analyst
3 weeks ago
Independence Blue Cross Philadelphia, United StatesBring your drive for excellence, team orientation and customer commitment to AmeriHealth Administrators; help us renew and reimagine our business and shape the future of health care. Our organization is looking to diversify, grow, innovate, and serve, and we are looking for commi ...
-
Demand Planner/inventory Coordinator
2 weeks ago
Riocochet Manufacturing Philadelphia, United StatesRicochet is an industry leading manufacturer of sophisticated, high-tech Personal Protective Equipment · (PPE) that is focused on protection, performance, and comfort. Ricochet has been headquartered in Philadelphia, Pennsylvania for over 20 years, with all manufacturing and oper ...
-
Learning Project Coordinator
1 week ago
Inizio Engage XD Philadelphia, United StatesWe are looking for a Learning Project Coordinator to support our Nazaré division (North America) team. Nazaré is our Learning and Capability brand with over 150 specialists with a deep expertise in Life Sciences. · As a Learning Project Coordinator your role will vary from accoun ...
-
Director of Finance
1 week ago
Maritime Exchange for the Delaware River and Bay Philadelphia, United States**Job description** · If you enjoy being part of a team that works to help people every day, wearing multiple hats rather than focusing on a single program area, and you thrive in a dynamic environment that demands both attention to detail and an ability to see the big picture, t ...
-
Associate
2 weeks ago
U3 Advisors Philadelphia, United StatesPosition is primarily remote and requires residing in or willing to move to Philadelphia, Boston, or New York · **Summary** · U3 Advisors (U3) works at the intersection of campus and city. We advance institutional missions through transformative economic, real estate, and program ...
-
Financial Analyst- Est Remote
2 weeks ago
Amplity Health Philadelphia, United StatesCome join the true partner of global healthcare companies, Amplity Health. We continually challenge the boundaries of medical and commercial strategies to accelerate the approval and launch of new drugs to improve the lives of patients. · - Financial Analyst · - EST Remote_ · - J ...
-
Finance Controller
2 weeks ago
Intone Networks Philadelphia, United States**Finance Controller** · **Long Term** · **Philadelphia, PA** · **Responsibilities**: · - Ability to coordinate all aspects of financial operations including daily, monthly, quarterly and annual supervision/management of a large financial staff across financial activities. · - St ...
-
Disbursement and Compliance Administrator
3 weeks ago
South Philadelphia Food Cooperative (SPFC) Philadelphia, United States**CAPACITY**: Create and sustain internal capacity and external partnerships to scale the availability and breadth of economic development resources and solutions. · - **CAPITAL ACCESS AND SERVICES**: Expand financing and business support services to benefit under-resourced commu ...
-
Director
1 week ago
Jp Douglas Philadelphia, United StatesBanking Administration · - Oversee banking and financial institution relationships · - Recommend changes to bank account structure to minimize fees and protect against fraud · - Open and maintain bank accounts to ensure compliance with regulatory requirements from bank, investors ...
Finance Coordinator - Philadelphia, United States - NewLane Finance
Description
NewLane Finance Company (NewLane) is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to businesses primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane is a majority-owned subsidiary of WSFS Bank, a $20+ billion financial organization.
NewLane Finance is seeking a Finance Coordinator with documentation experience to work collaboratively with NewLanes Business Development Representatives. The qualified candidate will be responsible for daily interaction with NewLanes Vendor community, preparing and assessing the accuracy of documentation and funding packages, while providing effective customer service NewLanes internal and external customers.
Essential functions:
General:
Qualifications:
The successful candidate will receive a competitive compensation package, excellent benefits package to include: Health, Rx, Dental, Vision, Life Insurance (Company Paid), AD&D Insurance, Additional Voluntary Life Insurance, Short Term/Long Term Disability Insurance, Flexible Spending, 401(k) with match, generous PTO and much more
NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
NewLane Finance will not be able to provide Relocation or Sponsorship