Equipment Finance Specialist

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 :