Equipment Finance Group Senior Quality & Control Specialist

This role is responsible for review of complex lease/loan documentation and booking for both direct and indirect transactions, ensuring adherence to policy and procedures, lien perfection, and maintaining the highest standard of quality for our lease/loan documentation.

Requirements

• Mentors Quality Control Specialists
• Provides extraordinary client service by exercising the Perfect Client Experience (PCE)
• Ensures Service Level Agreements are met with regard to client service for both internal and external clients
• Prioritizes reviews in a fast-paced environment to meet stakeholder and client expectations
• Reviews documentation for accuracy, alterations, legibility and acceptability per FCEF policies and procedures and conditions stated in the credit and asset management approval memo(s)
• Ensures deficiencies are properly resolved
• Ensures any/all exceptions are signed off on by manager
• Ensures UCCs are timely filed
• Ensures required due diligence items have been received and validated
• Ensures payment/wire instructions provided by dealer or customer have been verified
• Ensures system is updated and coded properly
• Verifies required advanced monies have been received and proof in file
• Funding approval for transactions less than $300,000 (both direct and indirect)
• Completes Booking Process
• Reviews postbook follow up items to ensure issues have been fully cleared / received
• Reviews amendment documentation prior to Sales Support Rep sending to client for signature
• Reviews/approves Rewrite documentation prior to submitting to Accounting
• Manages initiatives to resolve control gaps and enhance current processes for further efficiency and effectiveness as needed
• Reviews processes and recommends process improvements