Financial Services Ops Specialist – Deal Closer, Conversion

🔥 3 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $55.2k - $82.8k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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GE HealthCare

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📋 Description

• Prepare equipment lease/loan financing documentation packages, including leases, loans, and promissory notes • Audit and close assigned tasks for financed transactions • Provide originations transactional support to the deal team • Ensure compliance and processing effectiveness for all deals • Own communication and information exchange between Risk, Sales, customers, and vendors • Serve as customer advocate and point person • Drive transactions to closure by meeting documentation and process requirements and influencing stakeholders to meet deadlines • Maintain relationships with customers, vendors, internal departments, outside counsel, closing agents, and title agents • Organize and account for critical customer deal information through negotiations, documentation, booking, and funding • Determine closing requirements from transaction structure, commitments, and approval documentation • Obtain satisfactory supporting documentation • Manage and monitor closing processes by anticipating and resolving issues and recommending solutions and alternatives • Ensure compliance with transaction requirements using prudent closing and commercial lending practices, leasing, and sales standards • Generate customer documents through internal systems • Complete document storage and retention • Review commercial leases and loans for compliance with established policies and standards • Calculate Pricing/Supertrump updates for Money Cost, Interim Rent, and Indexing • Manually review and validate Usury Rules on loans and quasi transactions • Calculate sales tax in certain states and apply knowledge of sales tax/property tax for commercial leasing

🎯 Requirements

• 2 years of experience with a financial institution, customer service, financial services operations, para legal, or contract management with exposure to loan and/or lease documents • General knowledge of accounting • Strong analytical, problem solving, and decision-making skills • Demonstrated ability to discern complex elements of transactions and consistently choose the correct course of action • Ability to deal with multiple priorities and meet deadlines • Strong oral and written communication skills • Ability to document, plan, market, and execute programs • PC proficiency with Microsoft Office Suite, with emphasis on Word and Excel • Ability to successfully interface with customers, third parties and key internal stakeholders • Ability to perform in a fast-paced environment and adapt to change • Legally authorized to work in the United States • Successful completion of a drug screen, as applicable

🏖️ Benefits

• Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI) • Medical insurance • Dental insurance • Vision insurance • Paid time off • 401(k) plan with employee and company contribution opportunities • Life insurance • Disability insurance • Accident insurance • Tuition reimbursement • Professional development • Challenging careers • Competitive compensation

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