Funding Administrator

Responsibilities

• Prepare internal spreadsheets outlining specifics of any transaction that is to be discounted
• Audit internal files, including but not limited to documentation, evidence of payment, proof of ownership, etc.,
• Verify and compare all pertinent lease information in company software program
• Prepare necessary UCC filings to meet legal and Article 9 requirements
• Responsible for creating all closing documentation on schedules to be funded with bank partners.
• Organize and prepare funding packages in accordance with lender requirements
• Post close, track and follow up on all outstanding items such as waivers, additional documentation, state filed backup, etc.
• Perform all post close action items in Insight applications software
• Review and audit all paper to be placed on warehouse line
• Responsible for entering of data into warehouse line borrowing base and ensure all requirements are upheld and met
• Act as the main interface with bank line institution
• Have a basic understanding of Insight Investments system applications, contractual terms and conditions
• Update internal logs regularly
• Act as the enforcer of insurance requirements and record keeper of all evidence of insurance certificates
• Create weekly reports for upper and executive management
• Miscellaneous duties to include; filing, promptly returning phone calls and emails, scanning, trouble shooting

Qualifications / Education

• 1-2 years equipment leasing experience
• Strong proficiency with MS Word, MS Excel
• Knowledge of Lease Wave, SSRS /Reports, CSC UCC Filing software; and T-Value (Amortization Software)

Skills

• Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service to our lenders and maintain cooperative working relationships
• Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
• Strong attention to detail
• Ability to communicate effectively on a one-on-one basis or in group setting
• Ability to exercise strict confidentiality
• Must be comfortable multi-tasking in a fast paced environment, with the ability to manage and meet firm deadlines