Lease Documentation and Admin Processor
2 weeks ago
Lease Documentation and Administration Processor
Responsibilities:
Dealer Trade Ups:
• Work closely with Tampa based Sales Support teams to provide timely accurate
completion of all Dealer Quotes
• Perform administrative and support duties related to creating and booking of lease/
loan applications including:
o Reviewing contracts/quotes for accuracy.
o Facilitating changes or price adjustments.
o Managing changes to contracts.
o Identifying information needed to renew a contract.
• Collaborate with internal stakeholders to move contracts through our systems and
processes and get them signed.
Partner Funding Quotes:
• Timely responses to all questions related to quote activity
• Review signed Delivery and Acceptance and Invoices for installed leases.
• Confirms installation through contacting client through email or phone call.
• Validates Partner invoice against lease pricing worksheets.
• Create a daily AP request for approved fundings.
• Approved fundings are saved on shared drive by date.
Skill Requirements:
• Proficiency with Microsoft Office applications, particularly Outlook, Word and Excel,
and the ability to learn new systems/software such as OLFM.
• Ability to work independently
• Strong attention to detail enabling a high level of accuracy
• Demonstrated capability to learn and execute on various financial systems
• Workflfow and Webextender Imaging
• SAP
• Oracle/OLFM
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