Lease Servicing Specialist II jobs in United States
cer-icon
Apply on Employer Site
company-logo

CoBank · 1 month ago

Lease Servicing Specialist II

CoBank is a cooperative bank serving vital industries across rural America, and they are seeking a Lease Servicing Specialist II to perform end-to-end deal management activities for lease transactions. The role involves coordinating with leasing customers, preparing lease documents, and ensuring compliance with internal and external commitments.

Banking
badNo H1Bnote

Responsibilities

Performs end to end deal management activities for lease transactions
Responsible for task prioritization, quality assurance, documentation, funding and booking
Works in a team environment and collaborates with Relationship Services Specialists (RSS), asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled
Provides periodic status to Leasing Delivery Services (LDS) leadership and other internal departments
Coordinates with leasing customers and partners to collect credit conditions required to prepare lease documents
Validates conditions meet requirements
Prepares and sends lease contract documents to leasing customers and partners in accordance with FCL policy and procedure, ensures completeness and accuracy over lease agreements
Completes booking activities to meet internal, partner and customer commitments
Performs booking functions to active lease contracts in the lease accounting system
Performs validation steps over contract documents and system attributes to ensure the completeness and accuracy of manually keyed attributes to the lease accounting system
Completes funding activities for assigned accounts to meet internal, partner and customer commitments
Performs appropriate due diligence according to FCL policies and prepares vendor payment requests within authority limits
Obtains additional approval from leadership for payment requests outside of authority
Performs maintenance activities in support of contract modifications, corrections and end of lease decisions over the life of the lease
Completes UCC filings within regulatory guidelines and takes appropriate steps to manage recordable legal documents with title companies, state and local jurisdictions
Backs up other team members
Performs closing activities for other teams in support of work load leveling
Performs quality assurance functions
Works with team to ensure that high quality standards are achieved
Communicates status to team and leadership
Keeps supervisor informed of workload and escalates issues in a timely manner
Actively engages with team contributing to fulfillment of overall partner and customer origination commitments and issue resolution
Participates in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service
Works closely with Relationship Managers, Account Managers, customers and lease partners to provide superior customer service
Periodically reviews and updates procedures to align with business practices
Actively identifies continuous improvement opportunities and partners with management to implement process and system enhancements
Cross-trains in order to assist and back-up other associates

Qualification

Lease documentationLeasing industry knowledgeMicrosoft OfficeTvalueCRMCustomer service orientationOrganizational skillsCommunication skillsProblem-solving skillsTeam collaboration

Required

High school diploma or GED required
2 years of experience, preferably in the leasing industry required
Ability to accommodate varying work and scheduling requirements in order to meet deadlines
Ability to solve problems, and identify when to escalate issues
Ability to interact with and engage others appropriately at all levels in the organization
Demonstrated skills in Microsoft Office applications (Outlook, Word and Excel)
Ability to work independently as well as collaboratively in a team environment
Strong organizational and time management skills
Excellent detail and customer service orientation
Strong verbal and written communication and interpersonal skills

Preferred

Associate's or bachelor's degree in finance, business administration or relevant discipline preferred
Basic knowledge of the Farm Credit System preferred
Basic knowledge of the leasing industry, leasing documentation, tax and closing requirements
Working knowledge of office software applications, Tvalue, CRM, and Rapport

Benefits

Careers with a purpose
Time-Off Packages, 15 days of vacation, 10 paid sick days and 11 paid holidays
Competitive Compensation & Incentive
Hybrid work model: flexible arrangements for most positions
Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
Robust associate training and development with CoBank University
Tuition reimbursement for higher education up to $10k per year
Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution
Associate Resource Groups: creating a culture of respect and inclusion
Recognize a fellow associate through our GEM awards

Company

CoBank is a leading cooperative bank serving agribusinesses and rural infrastructure providers throughout the U.S.

Funding

Current Stage
Late Stage

Leadership Team

A
Andrew Jacob
Chief Operating Officer
linkedin
Company data provided by crunchbase