LEAF Relationship Specialist- TEMPORARY POSITION

Job Posted 7 Days Ago Posted 7 Days Ago
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Moberly, MO
Junior
Fintech
The Role
The role involves maintaining vendor and customer relationships, processing financial transactions, and ensuring accurate documentation for loans and leases.
Summary Generated by Built In

Please note that this is a temporary/fixed term role and is not benefit-eligible. Overview:

Builds and maintains vendor and customer relationships at the transactional level, prepares and processes financial transactions and communicates with vendors, customers, management, and sales to support achieving sales goals.             

Primary Responsibilities:

  • Prepare loan and/or lease documentation in a timely manner; receive executed documentation from vendors and customers and review for accuracy; return executed documents with identified errors back for correction.           
  • File UCC (Uniform Commercial Code) liens and research business verification to confirm legal names and other information as applicable.
  • Provide proactive and accurate verbal and written communication to dealers, sales representatives, end users and/or others as required due to documentation issues, transaction originations and/or post-booking changes and/or questions as needed.   
  • Coordinate delivery and acceptance of the leased equipment with customer; reconcile any issues prior to funding, obtaining any necessary change addendums to ensure correct documentation is in place.
  • Run pertinent reports as required; update core systems with needed information based on the reporting.  
  • Input lease applications into the appropriate system.
  • Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite.  Identify risk-related issues needing escalation to management.
  • Promote an environment that supports diversity and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Scope of Responsibilities:Supervisory/Managerial Responsibilities:

Not Applicable

Education and Experience Required:

Associate’s degree and a minimum of 1 years’ work experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ work experience  

Basic proficiency with personal computers as well as pertinent word processing and spreadsheet software           

Proven typing skills

Proven verbal and written communication skills       

Detail-oriented                       

Education and Experience Preferred:

Prior equipment leasing experience   

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.57 - $30.95 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

LocationMoberly, Missouri, United States of America

Top Skills

Excel
Microsoft Word
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The Company
Baltimore, MD
21,590 Employees
On-site Workplace

What We Do

M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.

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