Job Description
Job Description
We will consider candidates near our Edina MN office.
Position Overview :
Assist in completion of day-to-day transactions for assigned programs within vendor or flow channel(s).
Commitment to Internal Control :
The incumbent must understand, abide and uphold the system of internal controls related to the essential duties and responsibilities of the position.
Essential Duties and Responsibilities :
(List in order of time spent)
- Complete application entry of data elements into appropriate system (i.e. Rapport)
- Prepare documents and send to customer / vendor in a timely manner
- Provide introductory call or email to customer within 24 hours of issuance of documents
- Review files to confirm all appropriate documents have been received and signed correctly
- File initial UCC-1 or Regular (whichever is applicable)
- Send request for insurance form to agent as applicable
- Data element entry for purchase orders or vendor instruction letters and send out PO or vendor instruction letters
- Follow up with vendor on weekly basis to request invoice
- Verify invoice accuracy
- Provide customer with certificate of acceptance as applicable
- Create payment request within Rapport upon receipt of Certificate of Acceptance
- Provide payment request and file to funding team for final audit
- Provide copy of countersigned documents to customer
- Prepare final file to include payment receipt and place in scanning drawer
- Other duties as assigned
Key Performance Indicators (KPIs)
Document transactions within 8 business hours after credit approval (if applicable to program).Minimum 90% accuracy file audit step 1.Minimum 90% accuracy funding audit step 2.Responsibility and Decision Making Authority : Responsible for the timely application entry of day-to-day processing of standard transactions.
Management / Supervisory Responsibilities : None
Competencies :
Thinking Skills – Cognitive Ability, Analytical Ability, Ability to Synthesize, Problem SolvingCommunications – Written, Ability to Transmit InformationInterpersonal Relationships – Ability to work in a TeamTechnical / Professional – Detail Oriented, Clerical Abilities, ThoroughnessAbility to Balance work / private lifeQualifications :
Knowledge, Skills, and Abilities :
Documentation / Contract experienceStrong organization and decision making skillsExcellent oral and written communication skillsAbility to multi-task while remaining detailed orientedEffective time management skillsMicrosoft Word SkillsAbility to work as part of a teamSelf-motivatedExtensive Excel knowledgeEducation and Experience :
2+ years leasing experience (preferred)Associates Degree (preferred)Licensing and Certification :
Tools and Equipment Used :
Personal computer, copier, fax, phone, and other typical office equipmentWorking Hours :
Hours may vary and will require some evening work; frequently requires working 40-45 hours / week depending on business needsTravel :
NonePhysical Demands :
Digital dexterity and hand / eye coordination in operation of office equipmentLight lifting and carrying of supplies, files, etc.Ability to speak to and hear customers and / or other employees via phone or in personBody motor skills sufficient to enable incumbent to move from one office location to anotherThe job description does not constitute an employment contract, implied or otherwise, other than an “at will” relationship and is subject to change by the employer as the needs of the employer and requirements of the job change.
The position is (non-exempt) and the salary will be between $54200.00 and $69800.00 with an opportunity to earn (a discretionary annual bonus).
The salary range is determined and based on internal equity, market data / ranges, applicant's skills, prior relevant experience and education.
Additional benefits :
Medical, Dental, and vision plans401(k) and matchingPaid Time OffCompany Paid Life InsuranceEmployee Assistance ProgramTraining and Development OpportunitiesEmployee Discounts