Financial Services Ops Specialist - Deal Closer/Conversion
职位标题:金融服务运营专家 - 交易关闭/转换工作地点:远程工作地址类型:远程的工作合同类型:全日制工作资深级别:职务简介 本角色中,你将负责编写设备租/贷款融资文件包 (租,贷款,保证券等),审计和完成所有分配的任务。为交易团队提供原始事务支持。确保对所有交易的遵守和处理效率。拥有风险,销售,客户和供应商之间的通信和信息交换。担任顾客律师/点人。吉普医疗保健是全球领先的医学技术和数字解决方案创新者。我们的目标是创造一个没有限制的卫生服务世界。释放你的野心,将想法转化为改变世界的现实,并加入一个组织,每个声音都会有所不同,每种差异也会构建更健康的世界。工作描述角色和责任 ·通过及时满足文档和流程要求并影响他人遵守截止日期,同时有效地维持客户,供应商内部部门,外部顾问,关闭和标题代理等之间的关系。· 确保每个客户交易的关键信息通过谈判,文档,预订和资金进行组织,遵守并会计。· 在审查承诺和其他批准文件后根据交易结构确定结算要求,获得满意的支持性文件。· 管理和监督结算过程,预测和解决结算问题,以及倡导和建议解决方案和替代方案以满足客户需求,平衡与风险和业务要求。有权独立解决客户问题的权力。·通过使用谨慎的关闭和商业贷款实践,租和销售标准确保遵守所有交易要求。· 通过内部系统及时准确地生成客户文件。确保文件存储和保留在时间上完成。· 对商业租和贷款进行审查以确保符合既定的政策和标准。·计算价格/超级增值更新金钱成本,临时租,索引。· 手动审核并验证所有贷款的利息规则。
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Job Title: Financial Services Ops Specialist - Deal Closer/Conversion
Job Location: Remote
Job Location Type: Remote
Job Contract Type: Full-time
Job Seniority Level:
Job Description Summary
In this role, you will be responsible for preparing equipment lease/loan financing documentation packages (leases, loans, promissory notes, etc.), auditing and closing of all assigned tasks for financed transactions. Provide originations transactional support to the deal team. Ensures compliance and processing effectiveness for all deals. Owns the communication and information exchange between Risk, Sales, Customers and Vendors. Serves as a customer advocate/point person.
GE HealthCare is a leading global medical technology and digital solutions innovator. Our purpose is to create a world where healthcare has no limits. Unlock your ambition, turn ideas into world-changing realities, and join an organization where every voice makes a difference, and every difference builds a healthier world.Job Description
Roles and Responsibilities
- Proactively drives transactions to closure by timely meeting documentation and process requirements and influencing others to meet deadlines while effectively maintaining relationships between customers, vendors internal departments, outside counsel, closing and title agents, etc.
- Ensures the critical information for each customer deal is organized, compliant and accounted for through negotiations, documentation, booking and funding.
- Determine closing requirements based on transaction structure after review of commitments and other approval documentation, and obtain satisfactory supporting documentation.
- Manage and monitor closing process by anticipating and resolving closing issues, as well as advocating and recommending solutions and alternatives to satisfy customer needs after balancing against risk and business requirements. Has authority to independently resolve customer issues.
- Ensure compliance with all transaction requirements through the use of prudent closing and commercial lending practices, leasing and sales standards.
- Generate customer documents via internal systems in a timely and accurate manner. Ensure the timely completion of document storage and retention.
- Perform reviews of Commercial leases and loans to ensure compliance with established policies and standards.
- Calculate Pricing/Supertrump updates for Money Cost, Interim Rent, Indexing.
- Manually review and validate Usury Rules on all Loans and Quasi transactions.
- Basic understanding of Sales Tax/Property Tax pertaining to commercial leasing, including manually calculating sales tax in certain states.
Qualifications
- 2 years of experience with a financial institution, customer service, financial services operations, para legal, or contract management with exposure to loan and/or lease documents.
- General knowledge of accounting with strong analytical, problem solving, and decision-making skills.
- Demonstrated ability to discern complex elements of transactions and consistently choose the correct course of action.
- Ability to deal with multiple priorities and meet deadlines.
- Strong oral and written communication skills. Ability to document, plan, market, and execute programs.
Desired Characteristics
- 2 years equipment leasing experience.
- PC proficiency with Microsoft office suite with emphasis on Word and Excel. - Effective verbal and written communication skills. Ability to successfully interface with customers, third parties and key internal stakeholders.
- Ability to perform in a fast-paced environment and adaptable to change.
Our total rewards are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you’d expect from an organization with global strength and scale, and you’ll be surrounded by career opportunities in a culture that fosters care, collaboration and support.
We will not sponsor individuals for employment visas, now or in the future, for this job opening. For U.S. based positions only, the pay range for this position is $55,200.00-$82,800.00 Annual. It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case. The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location. In addition, this position may also be eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). GE HealthCare offers a competitive benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.Additional Information
GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees.
Relocation Assistance Provided: No
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Originally posted on Himalayas