Bachelor’s degree is not required, but preferred.Adhere to company policies along with federal regulations and compliance laws.Once a lease has funded, responsible for updating the Opportunity in Salesforce with the final details of the transaction, creating an internal digital closing file & a copy for the customer Help with Front desk coverage including answering the phones, greeting visitors, handling the mail, daily FedEx & UPS drop offs and maintaining office supplies.Obtain & review Lien Searches & generate the appropriate Subordination Letters when necessary.Request & obtain the appropriate insurance certificates for each lease.

Create & maintain an invoice summary spreadsheet for each lease.

Create a funding checklist for each lease.

Review and edit drafted documents from Salesforce for completeness & accuracy.

Generate documentation packages from in compliance with all terms of the financing request.Request and obtain additional customer & vendor information as needed.Obtain the customer’s corporate information by verifying the entity’s standing with the appropriate Secretary of State’s office, verifying the company officers & obtaining copies of the Articles of Incorporation, Articles of Organization or formation documents from the Secretary of State’s office.Once a Documentation Request has been received, the transaction details will be entered in the Opportunity while performing a due diligence review analyzing the Bank’s credit approval letter, the customer’s information & the vendor’s information to determine if the file is complete.Mastering the database for customer, banking and vendor accounts.

Softpro and cdf files