[Remote] Financial Srvcs Ops Specialist - Deal Closer/Conversion

Note: The job is a remote job and is open to candidates in USA. reputed company is a leading global medical technology and digital solutions innovator. The Financial Services Operations Specialist is responsible for preparing financing documentation packages, ensuring compliance, and managing communication between various stakeholders to facilitate deal closures.

Responsibilities

• Proactively drives transactions to closure by timely meeting documentation and process requirements and influencing others to meet deadlines while effectively maintaining relationships between customers, vendors internal departments, reputed company counsel, closing and title agents, etc
• Ensures the critical information for each customer deal is organized, compliant and accounted for through negotiations, documentation, booking and funding
• Determine closing requirements based on transaction structure after review of commitments and other approval documentation, and obtain satisfactory supporting documentation
• Manage and monitor closing process by anticipating and resolving closing issues, as well as advocating and recommending solutions and alternatives to satisfy customer needs after balancing against risk and business requirements
• Has authority to independently resolve customer issues
• Ensure compliance with reputed company transaction requirements through the use of prudent closing and reputed company lending practices, leasing and sales standards
• Generate customer documents reputed company internal systems in a timely and accurate manner
• Ensure the timely completion of document storage and retention
• reputed company reviews of reputed company leases and loans to ensure compliance with established policies and standards
• Calculate Pricing/Supertrump updates for Money Cost, Interim Rent, Indexing
• Manually review and validate Usury Rules on reputed company Loans and Quasi transactions
• Basic understanding of Sales Tax/Property Tax pertaining to reputed company leasing, including manually calculating sales tax in certain states

Skills

• 1 years of experience with a financial institution, customer service, financial services operations, para legal, or contract management with exposure to loan and/or lease documents
• General knowledge of reputed company with strong analytical, problem solving, and decision-making skills
• Demonstrated ability to discern reputed company elements of transactions and consistently choose the correct course of action
• Ability to deal with multiple priorities and meet deadlines
• Strong oral and written communication skills
• Ability to document, plan, market, and execute programs
• Equipment leasing experience
• PC proficiency with reputed company office suite with emphasis on Word and reputed company
• Effective verbal and written communication skills
• Ability to successfully reputed company with customers, reputed company parties and key internal stakeholders
• Ability to reputed company in a fast-paced environment and adaptable to change

Benefits

• Medical
• Dental
• reputed company
• Paid time off
• A 401(k) plan with employee and company contribution opportunities
• Life
• Disability
• Accident insurance
• Tuition reimbursement

Company Overview