Operations Analyst

Job Description:

JOB OVERVIEW

The Operations Analyst will be responsible for managing a portfolio of clients with respect to the delivery and acceptance of new leased units to include preparing lease documentation, asset set up, funding dealers, billing and investor packages. Work closely with the sales team to meet customer specific service requirements as needed.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS

• Track delivery of units on order for assigned client base.

• Prepare lease documents after confirming delivery and fund equipment dealers after the documents have been executed.

• Set up assets in the Truck System for billing based on client specific requirements.

• Prepare documentation packages required for selling transactions to equity sources.

• Other duties assigned to ensure overall departmental efficiency.

• Other Duties

• Prepare billing and inventory reports as needed.

• Other duties and responsibilities as assigned.

LEADERSHIP RESPONSIBILITIES

• This position has no leadership responsibilities.

COMPETENCIES - SKILLS

• Highly motivated in respect to the overall success of the division.

• Professional in approach and detail oriented.

• Strong analytical and customer service skills.

EDUCATION AND EXPERIENCE

• College degree preferred or equivalent work experience.

• Minimum of 4 years customer service and/or financial services experience. Leasing knowledge preferred.

• Above average Microsoft Excel skills.

JOB SPECIFICATIONS, PHYSICAL DEMANDS AND WORK ENVIRONMENT

Work Environment:  This position is in Alpharetta, GA and operates in a professional office environment.

Positions Type/Standard Schedule:  This is a full-time position, Monday through Friday.

Travel:  No travel is expected for this position.

Physical Demands:  Speak, hear, and see, and to use hand and fingers for computer keyboard and phone. Sit or stand for extended periods of time. Reach above head to pull paper attachments.

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Benefits

Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family.

Pay Range:

$49,900-$69,800

The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.

EEO Statement
 Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.
Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.