Leasing Document Administrator

Job Description

Job Description

Merrimak Capital is a nationally certified woman-owned business and the leading independent leasing and asset resale company serving over 25% of the Fortune 500 and privately held companies.

Our dedicated team of professionals is here to bring the best experience providing personalized assistance. We are collaborative, hardworking, and creative people that want to make a difference in the lives of our clients.

We pride ourselves on creating innovative lease structures that help our customers grow their businesses. We believe that our customers are the foundation of our successful business, and we enable every employee to have a positive impact on our customer experience.

We are agile and move quickly to bring innovation to the market. If you want to be a part of a fun, dynamic, and growth-centered team dedicated to shaping the future, then join us.

We look forward to learning more about you and how you might be a good fit for the Merrimak team.

Position Overview :

The Leasing Documentation Administrator creates and oversees the contracts that are used specifically for asset-based lending and equipment financing lease documentation.

This role will coordinate with our partners throughout the timeline of the agreement to funding. Candidates must have strong analytical and organizational skills, with a demonstrated ability to work well under pressure, and preferably have a financial institution background.

Essential Duties :

• Prepare and review standard contractual lease documents between Merrimak and customers.
• Prepare, review, and send purchase orders to vendors for customers' equipment orders and delivery.
• Manage each equipment order’s timeline (follow up with vendors for production and delivery timing).
• Clearly manage customer delivery expectations through frequent communications.
• Ensure all applicable terms and conditions are stated accurately in documents, and aligned with what is provided by the Pricing department.
• Manage records / files of current leases, with the ability to dive into previous documentation to answer questions.
• Provide prompt and accurate responses to customers’ inquiries via phone and email.
• Provide clear and concise communication between Merrimak’s teams.
• Work with the End of Lease department to ensure they are working with accurate information.
• Reviewing and interacting with our online Salesforce.com platform, ensuring documentation data is consistent.
• Other duties and responsibilities as assigned.

Education & Experience Requirement :

• Experience creating contract documents for equipment leasing agreements.
• BSc degree in Finance, Accounting, or Business Administration, or combined experience with education.
• Adherence to laws and best practices regarding dealings with financial services customers and data.
• Salesforce and NetSuite experience is a plus.
• Highly proficient in learning and utilizing multiple complex technical applications at the same time.
• Strong Excel skills.

The Ideal Candidate Will :

Have some experience in equipment leasing contracts. Property management leasing is not necessarily an applicable background for this role.

Certain types of complex real estate contract experience may be relevant.

• Be able to perform fast-paced, high volume of transactions, and multi-task.
• Be a quick learner, be result-oriented, have beginning-to-end follow-through, and be highly detail-oriented.
• Work with a high level of confidentiality, integrity, and discretion.
• Consistently exhibit diplomacy, with the ability to maintain a pleasant manner, and tact in challenging circumstances.
• Have the ability to be productive and efficient under varying volumes of workload and rapidly shifting priorities.
• Have strong interpersonal skills, professional poise, and a true teamwork mentality.

Additional Skills :

• Excellent relational skills.
• Excellent oral and written communication skills. Strong working knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

To be evidenced by the following :

• Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
• Speech Clarity - The ability to speak clearly so others can understand you.
• Speech Recognition - The ability to identify and understand the speech of another person.
• Written Expression - The ability to communicate information and ideas in writing so others will understand. Written work product requires little if any grammar and / or spelling corrections.
• Diplomacy. The ability to maintain a pleasant manner, tact, and diplomacy in challenging circumstances.
• Strong organizational skills and a high level of attention to detail.
• Ability to be productive and efficient under varying volumes of workload and rapidly shifting priorities.

Location : In office : Salt Lake City, UT

OUR COMMITMENT

Merrimak Capitalis dedicated to fostering a culture of intentional Inclusion and Diversity. Ourvalued employees and commitment to I&D is the essence of our internal andexternal success.

Inclusivity is a key value of our corporate culture and isexemplified through our reputation for employee development, diversity, andethics, as well as a focus on fairness in recruitment, selection, and decisionmaking.

Merrimak Capital is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth, or related medical conditions), age, veteran status, or other legally protected characteristics.

Any applicant with a mental or physical disability who requires accommodation during the application process should contact hr@merrimak.

com to request such accommodation.