- 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 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
- Ability to learn new and customized computer programs
- Screen customers and vendors against OFAC and other government lists
- Knowledge of Microsoft Office programs
- Four year college degree
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
Valley Bank Insights
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.
