Strong interpersonal skills and ability to leverage relationship building skills.
Excellent computer skills to include, MS Office, Word, Excel, PowerPoint.
Proven ability to multi-task effectively in a fast paced, deadline-oriented sales environment.
Customer service focus and a professional approach to servicing B2B relationships.
NewLane Finance will not be able to provide Relocation or Sponsorship
Salary Range:
$53,744.00 - $88,290.50
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision cove
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offFlexible schedule
Additional Information
Job Description
NewLane Finance Company ("NewLane") is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service.
Our products and services are offered to businesses primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane is a majority-owned subsidiary of WSFS Bank, a $20+ billion financial organization.
NewLane Finance is seeking a Finance Coordinator with documentation experience to work collaboratively with NewLane's Business Development Representatives. The qualified candidate will be responsible for daily interaction with NewLane's Vendor and Broker community, preparing and assessing the accuracy of documentation and funding packages, while providing effective customer service NewLane's internal and external customers.
Our Values:
Integrity
Passion
Teamwork
Commitment to Excellence
Essential functions:
Work collaboratively with Business Development Representatives to help close equipment finance transactions or to correct document deficiencies in an efficient and in a timely manner.
When needed, provide transaction status updates to Business Development Representatives.
Using DocuSign, prepare, review, send, and maintain finance end user agreements and related documents for approved transactions.
Ensure all executed agreements and related documents are accurate and complete according to NewLane's policy and procedure guidelines.
Using Cloud Lending and related Salesforce applications, set up finance transaction for proper billing and servicing.
Assist customers and dealers with closing process requirements, such as, but not limited to, clearing documentation stipulations, agreement terms and conditions.
Complete welcome call with new customers to ensure all documentation terms and agreements are accurate.
Perform fraud checks and due diligence while documenting and authorizing funding for new contracts.
Prepare, authorize and issue purchase order agreements to 3rd party equipment dealers.
General:
Ability to work independently as well as collaboratively within a cross functional team.
Proven ability to perform in a dynamic, high volume, transaction processing environment.
Strong organizational skills and attention to detail.
Excellent verbal and written communication skills.
Provide exceptional customer service.
Candidate should be self-motivated and possess a desire to learn.
Assist Credit Management with ad-hoc projects.
Comply with audit and documentation policy and procedure requirements.
Must understand, abide and uphold audit procedures and internal controls related to essential duties and responsibilities.
Wsfsbank · Philadelphia, PA