Lease Operations & Funding Administrator I
Build Your Future Here: Since 1979, North Star Leasing has provided equipment financing for businesses across various industries while supporting vendors and customers. As part of Peoples Bank, we are proud of our diverse benefits package, including:
- 401(k) retirement plan with an employer match
- Employee stock purchase plan
- Variety of education assistance programs
- Paid vacation and holidays
- And more
For full details of our benefits offerings, visit: peoplesbancorp.com/about-us/find-a-career
About the Role
This position is responsible for all aspects of Operations and Funding, including reviewing closing documents, booking loans, uploading documents, managing collateral, and providing exceptional customer service.
Responsibilities
- Verify all closing documents are signed, accurate, and complete
- Ensure accurate and timely completion of the booking process
- Maintain Know Your Customer (KYC) and CIP compliance requirements
- Facilitate communication of missing documentation and document corrections
- Upload closing documents, including trailing documentation, to the lease origination and imaging system
- Accurately fund leases, initiate wires, ACH, and journal entries to the bank’s accounting system
- Perform post-close lease corrections in the lease system
- Post initial payments to customer accounts post-booking
- Oversight of the insurance monitoring process
- UCC financing statement filing and continuation process for both state and county recordings
- Maintain and ensure accuracy of titled assets of lease-financed equipment, including submitting titling packages to DMVs
- Follow-up with vendors and titling agencies regarding lien statuses
- Release the company as lienholder once contracts are paid in full
- Understand and utilize the company’s customer portal, including setting up customer access and resolving access issues
- Provide backup support to the Lease Customer Service Administrator
- Respond quickly, professionally, and accurately to customer inquiries, including assisting with phone calls, emails, and customer portal questions
- Understand and apply the bank’s policies, procedures, products, and services
- Provide extraordinary customer service to internal and external customers
- Perform special projects as assigned
Requirements
- Associate’s degree preferred or equivalent work experience
- Prior equipment lease financing or financial service industry experience desired
- Ability to work in a fast-paced, task-oriented environment
- Strong oral and written communication skills
- Proficient use of technology
- Strong analytical and problem-solving skills
- Excellent phone manners and customer service skills
- Positive attitude
- Able to take initiative to obtain productive results
- Team player
Qualifications
- Associate’s degree preferred or equivalent work experience
Skills
- Strong analytical and problem-solving skills
- Excellent phone manners and customer service skills
- Positive attitude
- Able to take initiative to obtain productive results
- Team player
Benefits
- 401(k) retirement plan with an employer match
- Employee stock purchase plan
- Variety of education assistance programs
- Paid vacation and holidays
- And more
Pay
Compensation is competitive and commensurate with experience.
Schedule
The schedule is flexible and tailored to individual needs.
Benefits
- 401(k) retirement plan with an employer match
- Employee stock purchase plan
- Variety of education assistance programs
- Paid vacation and holidays
- And more
For full details of our benefits offerings, visit: peoplesbancorp.com/about-us/find-a-career
Equal Opportunity Employer
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process, or other inquiries.