Attitude of Gratitude: Replace "have to" with "get to"
Total Commitment: Total Commitment to who we are, what we do and where we are going
Unparalleled Levels of Service: Going above and beyond
Continuous Improvement: Be passionate about seeking solutions. No matter how good we are today, let's be better tomorrow.
Description:
The Contract Manager is the center of the operational process of a deal. The Contract Manager is responsible for entering data in the system, keeping system information current, creating document packages and working on post-booking compliance, titling equipment and UCC filings. Accuracy, speed and efficiency are all important.
Duties and Expectations:
Work with Account Excecutive, Credit Manager and VP of Broker Relations to make sure all items are complete and accurate before moving deals through the pipeline
Create and send closing documents
Review and Audit executed document packages and making sure everything is ready for the Funding Manager
Work with outside vendors that support post-booking customer contract management
Manage and process all UCC filings, extensions and terminations
Manage and process all titling and insurance
Additional duties as assigned
Experience:
2+ years of equipment finance industry experience
Bachelor’s degree (preferred), or equivalent experience.
Strong organizational skills, as well as a high degree of accuracy and attention to detail.
The ability to handle sensitive and confidential information with diplomacy and discretion.
The ability to manage multiple and changing priorities, while maintaining a flexible, positive and professional attitude.
High level of proficiency in PowerPoint, Word and Excel.
Experience with Salesforce or other CRM, preferred experience with DocuSign
Demonstrated excellent verbal and written communication.
Strong time management skills
Ability and comfort with multi-tasking
Ability to handle emergency requests with grace and aplomb
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