Job Description
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
We are offering an opportunity for an Analyst based in Chicago, Illinois. The role involves the preparation and review of master lease and loan agreements, facilitating communications between various parties, and resolving documentation issues promptly. 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
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