Finance Administration Support

The Finance and Sales Administration Support role supports both the finance and sales teams. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team. The ideal candidate will be a strong communicator with excellent analytical skills and a keen understanding of both financial processes and sales operations. This is a critical role within our organization, and we are looking for someone who is proactive, reliable, and has a strong commitment to maintaining the financial health of our company.

Administrative Support:

• Provide administrative and system support for assigned sales representatives.
• Assist with administrative and finance functions and projects as requested by management.
• Cross-train to assist other Leasing associates as needed.
• Provide support to other Administrative Transaction Specialists as needed.
• Provide reports, invoices, and other documentation needed for Sales/Service.
• Prepare documents for execution: Coordinating, routing, and reviewing final lease packages.
• Set up new customers in the customer database system, obtaining additional information when necessary.
• Assign master agreement numbers and process through the appropriate systems.
• Set up new customer account records and correct existing accounts as needed.
• Process customer data changes and make filing entries of the actions taken.
• Make outbound calls to obtain necessary information, on behalf of the client, when actual data is unavailable.
• Collate and record support performance data, collect information as agreed, and maintain records.

Lease and Contract Management:

• Lease Portfolio Management.
• Ensure completeness and accuracy of lease contract documents.
• Process new lease applications, review documents, and follow up with the respective Account Executive when necessary.
• Ensure appropriate documentation has been accurately executed for each new lease agreement.
• Add assets and book leases into the system.
• Calculate service escalators and input them in the system.
• Compile customer-facing documents for mailing and scan into the appropriate document repository.
• Complete the Uniform Commercial Code (UCC) filing process.
• Process change in payment and extension addendums.
• Generate and process all Assignment & Assumption documents for Account Executives & Customers.
• Terminate returned equipment and, if necessary, the corresponding UCC filing.
• Responsible for all aspects of leasing, including but not limited to lease approvals, lease invoices, lease buyouts/updates.

Sales and Order Processing:

• Coordinate with the sales team to ensure accurate and timely order processing and fulfillment.
• Process address changes/discrepancies between systems.
• Responsible for all aspects of processing Sales Orders, including complete and accurate submissions, leasing documents, sales orders, service agreements, in/outs, lease returns, and commission sheets.
• Ensure all calculations are accurate based on MSRP and current approvals and submit for funding.
• Process all transaction check requests after the deal is funded with accurate and complete documentation.
• Follow up on funding and payment for all cash deals.
• Strategize with sales and service on account situation and action plan.

Customer Service:

• Research and respond to internal and external customer inquiries quickly and accurately.
• Effectively communicate with a high volume of internal and external customers about billing and contracts via phone and email.
• Provide a thorough explanation of and practice consistent adherence to the terms and conditions of various contracts.
• Demonstrate empathy and understanding of customer concerns.

Financial and Billing Support:

• Utilize internal resources to pull original sales and leasing paperwork for internal and external review.
• Use financial software to review and correct contract billing records with a high level of attention to detail.
• Determine when credit memos are needed and calculate/issue credit memos using the proper financial codes.
• Performing financial calculations: Verifying calculations on contracts, such as income, payoffs, rebates, and residuals.
• Resolving funding issues: Serving as a liaison between dealers, loan officers, and dealer relationship managers.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, or a related field.
• 2+ years of experience in finance, sales administration, or a related role.
• Proficiency in Microsoft Office Suite, particularly Excel & Google sheets.
• Strong analytical skills with the ability to interpret financial data and create reports.
• Excellent organizational and time management skills with the ability to handle multiple tasks simultaneously.
• Strong communication skills, both written and verbal, with the ability to work effectively with cross-functional teams.

• Should be able to work independently and as a part of a team, and have a high degree of accuracy and attention to detail.

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