Job details

LEAF Relationship Specialist

Overview:

Builds and maintains vendor and customer relationships at the transactional level, prepares and processes financial transactions and communicates with vendors, customers, management, and sales to support achieving sales goals.

Primary Responsibilities:

Prepare loan and/or lease documentation in a timely manner; receive executed documentation from vendors and customers and review for accuracy; return executed documents with identified errors back for correction.
File UCC (Uniform Commercial Code) liens and research business verification to confirm legal names and other information as applicable.
Provide proactive and accurate verbal and written communication to dealers, sales representatives, end users and/or others as required due to documentation issues, transaction originations and/or post-booking changes and/or questions as needed.
Coordinate delivery and acceptance of the leased equipment with customer; reconcile any issues prior to funding, obtaining any necessary change addendums to ensure correct documentation is in place.
Run pertinent reports as required; update core systems with needed information based on the reporting.
Input lease applications into the appropriate system.
Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.

Scope of Responsibilities:

Supervisory/Managerial Responsibilities:

Not Applicable

Education and Experience Required:

Associate’s degree and a minimum of 1 years’ work experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ work experience

Basic proficiency with personal computers as well as pertinent word processing and spreadsheet software

Proven typing skills

Proven verbal and written communication skills

Detail-oriented

Education and Experience Preferred:

Prior equipment leasing experience

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.57 - $30.95 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

LEAF Relationship Specialist lease documentation UCC filings vendor communication customer relations equipment leasing risk management M&T Bank financial transactions

Average salary estimate

$51480.5 / YEARLY (est.)

min

max

$38625K

$64336K

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