- 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 NewLane's 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.
- Bachelor's 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.
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Finance Coordinator - Philadelphia, United States - WSFS Bank
Description
Job DescriptionNewLane 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", 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 NewLane's Business Development Representatives. The qualified candidate will be responsible for daily interaction with NewLane's Vendor community, preparing and assessing the accuracy of documentation and funding packages, while providing effective customer service NewLane's internal and external customers.
Essential functions:
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
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
