- Conduct credit investigations and review pertinent documentation.
- Make and maintain direct contact with vendors, manufacturers and lessees.
- Perform daily computer entry of lease documentation.
- Responsible for billing, processing and lease setup.
- Type correspondence related to all transactions.
- Answer the phone. Answer frequent messages and returning calls to vendors and lessees'.
- Calculate buyouts and upgrades.
- Respond to vendors and lessees' questions and concerns.
- Process purchase orders to vendors, if needed.
- Create and send letters needed for booking.
- Prepare lease documents for presentation to lessees. Follow-up for executed documents.
- Screen customers and vendors against OFAC and other government lists.
Required Skills:
- Good verbal and written communication skills.
- Good math skills. Ability to compute lease rates and calculate percentages.
- Working knowledge of PC/Windows environment. Knowledge of Microsoft Office programs helpful. Able to learn new and customized computer programs.
Required Experience:
- Two year college degree and a minimum of two years' customer service or related experience.
- Four year college degree preferred.
Skills Required
- Two year college degree
- Minimum of two years customer service or related experience
- Good verbal and written communication skills
- Good math skills. Ability to compute lease rates and calculate percentages
- Working knowledge of PC/Windows environment
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
