Meridian Bank · 11 hours ago
Meridian Equipment Finance - Customer Operations Support Representative
Exton, PA
Full-time
Onsite
Entry Level
1+ years expMeridian Bank is an innovative team serving the financial needs of entrepreneurs, businesses, and individuals. The Customer Operations Support Representative is responsible for supporting Meridian Equipment Finance by coordinating work within the department and ensuring compliance with established policies and procedures.
FinanceBankingFinancial Services
Responsibilities
Conducts Verification audits with customers when required, supports the originations process and coordinates activity with internal and external customers
Insures UCC filings are timely and accurately filed to properly record collateral
Prepare and assemble contract documentation. Ensure documents proper terms and conditions based on conditions of approval and corporate pricing guidelines
Prepare purchase orders
Review and submit completed contracts packages for funding including all executed documents, vendor invoices. Ensure documents have proper signatures, dates and other relevant information
Provides application entry, pricing and responds to customer requests when required
Routinely corresponds with borrowers regarding inquiries, payoffs, and past due amounts
Prepares payoff quotes and delivers written responses timely
Accurately pre-book, book, and perform routine maintenance to all contracts tracked in the lease accounting system as needed
Post and deposit daily cash receipts as needed
Prepares and delivers customer statements on a consistent basis
Reviews and processes insurance information timely and accurately
Assists other departments on a temporary basis as needed for peak hours
Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Communicates with management and coworkers in order to integrate goals and activities
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc
Other duties as assigned
Qualification
Required
Bachelor's degree in Finance or related field; or equivalent work experience
Ability to work in a team environment
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
1 to 3 years of customer support experience
1 to 3 years Equipment Financing experience
Preferred
Knowledge of finance and accounting principles
Company
Meridian Bank
Meridian Bank is a full service financial institution.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$40M2019-12-31Post Ipo Debt· $40M
2017-11-06IPO
Leadership Team
Christopher McDermott
Senior Vice President
Recent News
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