Equipment Finance Specialist
Commerce BankSaint Louis, MO, US12 days ago
Job type
- Full-time
Job descriptionIntermediate knowledge of accounting and tax rules as they apply to leases Intermediate analytic abilities to decipher financial data Knowledge of lease structures Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Crystal, Excel, Teams, and Outlook Bachelor's degree in Accounting or Finance or equivalent combination of education and experience required 3+ years experience in an accounting / finance role required 3+ years experience in the equipment finance industry preferred
Equipment Finance Specialist II And Senior
The main purpose of this job is to load, book, research, maintain transactions in Aspire system, perform daily reconcilement duties, and create payoffs for leases and loans.
Essential Functions :
- Load and book commercial leases and loans in the Aspire system
- Perform file audits to verify data added by others to Aspire
- Comprehend requests in order to produce, review, and explain ad-hoc reports to Senior Management
- Responsible for invoicing and researching sales and property tax issues, including interpretation of state statutes regarding tax, and applying these rules to how the equipment is used to determine a prudent course of action
- Analysis of the portfolio in order to create presentations and charts for Senior Management
- Identify efficiencies within the department; write policy and procedures for the department
- Process property tax bills and invoice customers received from taxing jurisdictions
- Transfer nightly GL via the accounting system's process
- Perform daily reconcilement verify general ledger accounts are balanced or make corrections to get them in balance
- Compute payoffs for leases and loans by having knowledge of documentation and accounting system data
- Prepare vehicle titles for release when a customer pays off a lease / loan
- Perform other duties as assigned
Knowledge, Skills & Abilities Required :
Education & Experience :
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Equipment Specialist • Saint Louis, MO, US