Job Summary: The Equipment Finance Leasing Operations Specialist performs quality review of equipment loan and lease documents and monitors the Aspire system to ensure that all transactions are in compliance with the TriState Capital Bank policies.
Primary Job Responsibilities:
Reviews all documentation and determines that terms and conditions align with the Credit Approval and verifies that equipment invoices are accurate and complete.
Verifies that all required loan/lease documents are signed and received, proof of payment is satisfied, collateral is properly insured, and all required lien perfection documents have been completed accurately.
Work with vendors and customers to ensure that all equipment and vehicles are titled properly in a reasonable timeframe, assisting customers with invoice and account questions, processing funding and payments, preparing payoffs and releasing all collateral, monitoring and following up on exceptions, and completing modifications or maintenance requests on existing deals.
Completes all required customer and collateral due diligence (including KYC, ordering good standing, ordering and reviewing UCC lien searches, etc.).
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
Education and Experience Requirements:
Bachelor’s degree or equivalent combination of education and work experience.
A minimum of 5 years of experience preparing commercial equipment loan/lease documents.
Experience with Aspire and pricing software (such as TValue and SuperTRUMP) is a plus.
Essential Skills and Abilities:
Knowledge of various lease structures
Demonstrated knowledge of loan documentation and lending regulations
Demonstrated ability to effectively interface with clients and internal and external partners, including members of the sales and credit teams, internal and external legal counsel, vendors, and insurance companies
Ability to work independently and proactively while exercising sound judgement
Excellent organization skills and strong attention to detail
Ability to prioritize effectively in a fast-paced environment
Willingness to work additional hours during peak periods to meet service level
About TriState Capital Bank
Trends over three decades left a large class of banking clients underserved: middle-market businesses, executives and high-net-worth individuals. On one end of the industry, mergers had multiplied the megabanks focused on the corporate and mass consumer markets. On the other end, local banks sprang up to make small business loans and consumer mortgages. This hollowing-out of the industry reduced the number of medium-sized and regional institutions to serve that middle market.
Our founders saw an opportunity. To address the unmet needs of this middle market client base, they decided to combine the capabilities of a large financial institution with the personalized service of a smaller bank, in the primary markets of Pennsylvania, Ohio and New Jersey.
They built their new bank from the ground up for this sole purpose. They created an institution with the philosophy, the people, the processes and the products to successfully serve this specific group of clients.
They designed their venture with a community spirit, but money-center strengths. They created a full suite of customized banking solutions. And they assembled a team of professionals with a deep understanding of banki...ng and business to serve their clients as trusted advisors: Professionals with both the knowledge and the power to act.
The result is TriState Capital Bank. We offer commercial and industrial banking, commercial real estate expertise, treasury management and private banking to middle-market businesses and their owners, as well as to clients of family offices and wealth management firms. Our client relationships are built on trust. We don’t overpromise. We deliver on commitments. We have no retail branches. Instead, we offer the personal attention and know-how to provide the financial solutions our clients need for their businesses and personal affairs. Plus, we offer all the convenience of modern finance with the technology our clients expect of a full-service bank.
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