The Relationship Specialist is responsible for entering all lease applications timely (where applicable) and accurately in accordance with our company policies and standards. Investigate and compile all necessary information required for the decisioning of a lease application in a timely manner (where applicable). Works with the Operations and Credit Departments in achieving proper turnaround time expectations. The Relationship Specialist is responsible for managing all aspects of the vendor/customer relationship at the transactional level. The principal focus is on supporting the internal and external Salesforce in achieving sales goals through the building and maintaining of relationships with vendors and end-users, preparation and processing of lease transactions, and communication with our vendors, customers, management, and sales individuals.
• Timely input of new applications into the system. (where applicable)
• Gather additional credit data, using a variety of investigation methods including business verification; bank and trade references. (where applicable)
• Create and send decision notifications
• Timely preparation of documentation, acquire executed documentation from vendor/customer and review for accuracy
• Obtain correct invoices and confirm delivery and installation of equipment with a vendor, prepare/issue purchase orders when required.
• Coordinate delivery & acceptance of the equipment with the customer, and reconcile any issues prior to funding, obtaining any necessary change addendums to ensure correct documentation.
• Verify that the appropriate pricing and profitability requirements are achieved.
• Consult with Legal and Credit on the development or issuance of customized documents.
• Timely filing of UCC’s, initiate lien searches and site visits, as required.
• Provide proactive and accurate verbal and written communication.
• Facilitate problem resolution.
• Perform other duties as assigned.
• Assume job responsibilities for co-workers when they are out of the office.
• Maintain follow-up logs and projection reports
Knowledge and Skill Requirements :
Education and/or Experience:
• Bachelor’s Degree desirable and/or 2-4 years comparable business experience required.
• Equipment leasing and financing experience preferable
Technical/Functional Skills and Knowledge:
• Strong PC proficiency using MS Office.
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, percentages, interest, and commissions.
• Strong ability to communicate/build relationships with people.
• Ability to solve practical problems.
• Detail oriented.
• Ability to work in a fast-paced environment and perform multiple tasks.