[Hiring] Equipment Finance Account Process Coordinator @SouthState Bank

Role Description

Executes strategy and provides documentation & operational direction to the middle and back office of the EFG outsourced portfolio servicing agent & commercial banking to ensure efficiency and compliance with internal and external policies. Implements and provides leadership and process improvement initiatives that are necessary to improve the operational efficiency of all EFG segments.

• Advises on workflow improvements, including establishing quality assurance standards, expediting problem resolution, and maintaining production throughput.
• Audits compliance with corporate and regulatory procedures by monitoring operational processes.
• Provides equipment finance loan and lease account operational expertise to the Equipment Finance Group.
• Manages loan & lease portfolio, reviews participating lead bank’s loan portfolio maintenance, payments and payoffs, credit file maintenance, and tracking of assets.
• Ensures the accuracy and uniformity of all EFG loans and leases.
• Tracks assets within the EFG lease operating system LTi Aspire.
• Ensures all loans & leases are closed and maintained in accordance with financial & accounting guidelines, State and Federal regulations, and Bank policies.

Qualifications

• A bachelor’s degree and additional course work in banking, finance or lending.
• A minimum of 8+ years required, 10+ preferred years in Commercial Equipment Finance & Leasing contracts, documentation & operations.
• Tenured commercial EFG operations experience in a bank owned equipment finance group environment is preferred.
• Must have excellent verbal and written communication skills.
• Proficiency in the use of InfoAnalysis and Super Trump Leasing pricing systems.
• Microsoft Word, Excel and Outlook is required.

Requirements

• Comprehensive knowledge of equipment loans & leases.
• Extensive background in equipment finance operations.
• Commercial & MMKT banking knowledge.
• Knowledge of the different equipment industries.
• Ability to multi-task, adapt quickly to changes, and work effectively in a fast-paced environment.
• Good organizational, analytical, and problem-solving skills.
• Ability to effectively communicate upward, downward, with clients and other financial institutions.

Benefits

• Remote work environment.
• Equal Opportunity Employer, including disabled/veterans.

Training Requirements/Classes

• Required annual compliance training.
• Annual training on Super Trump pricing software.