Experience

• 

  Dll

  Jan 2012 - now

  • Oversee members in the review of lease to ensure legal enforceability and adherence to company policies.• Ensure the company’s security interests in the equipment have been established.• Authorize execution of contract activations and documentation within designated authority.• Oversee the team’s processing of transactions into the appropriate systems for activation, funding, tracking, record retention/imaging and invoicing purposes.• Provide authorization to documentation, activation and process exceptions for transactions that are above funding limits within the team.• Oversee the team’s processing of transactions into the appropriate systems for activation, funding, tracking, record retention/imaging and invoicing purposes. • Ensure the information entered complies with program requirements, company policies, and pricing and profitability parameters.• Interface cross-functionally with areas such as Sales, Sales Support, Credit Legal and Operations to resolve pre- and post-booking transactional, customer, and partner issues.• Contribute to Operational efficiencies by identifying opportunities for process improvement and automation, leverage data to offer ideas, and lead or participate in projects to develop and implement solutions.• Along with your peers, own the ongoing policy and procedure review and development, ensuring all documented policies, procedures or process guidelines are up to date in adherence to company requirements.• Coach, develop and mentor members within your respective team.Encourage team members to seek and participate in training opportunities to enhance their skillset and value to the organization.• Develop cross-training plans for your members to ensure the team is adequately skilled to manage various levels of business and complexity across GBUs during peak times of the year.• Manage overtime spend for the team within budget guidelines.• Oversee the team's processing of motor vehicle titles throughout the life of contracts Show less • Structure complex transactions/big deals.• Balance interests of dealer organization, end-user, vendor partner and DLL.• Involve all relevant expertise (credit, tax, legal, etc.) and bring together internal parties to structure deals.• Establish strong internal relationships, in order to effectively and efficiently process all transactions.• Analyze and recommend opportunities for improvement• Manage and convert outstanding approvals• Provide industry-specific knowledge• Create and negotiate end-user contract documentation• Meet or exceed customer service expectations• Review and prepare transactions for timely booking and funding• Monitor and analyze the performance of sales and support processes• Handle both non-standard and exceptional application• Determine pricing or documents• Support application and contract process• Liaise with vendor/partner/dealer/sales reps and deal with legal insurance and tax• Balance interests of dealer organization, end-user, vendor partner and DL• Support direct customers & dealer interactions with end users from a financing expertise perspective• Negotiate complex Master Finance/Lease Agreements with prospective accounts while working closely with internal credit and legal departments and other functional areas as needed• Coordination and alignment with internal operational areas to support customer needs and ensure positive customer experience• Coordinate between and align multiple functionalities and multiple parties to structure unique transactions Show less • Review lease agreements for accuracy• Review documents before funding• Identify errors in data and make corrections as necessary• Create and send fee invoices• Assure time, adequate follow-up disputes• File documents in Follow-Up Exception Log• Maintain high level of view with vendor programs• Receive and handle inbound calls• Provide customers with help regarding accountsMake company-based notes in internal system• Manage multiple priorities within tight timeframes while maintaining ongoing attention to detail• Excellent verbal and written communication skills• Drive growth capacity by continuously looking for better ways to improve processes• Responsible for liaising with insurance brokers to effect coverage• Responsible for exercising adherence to credit authorizations, pricing and corporate policies and to ensure the accurate completion of documentations while meeting customer expected disbursement timing commitments.• 2 million dollars in funding signing authority Show less

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