Bank Capital Services Corporation - Waialua, HI

posted 28 days ago

Full-time
Waialua, HI
Credit Intermediation and Related Activities

About the position

The Equipment Finance Operations Coordinator is responsible for performing various clerical, data entry, and administrative tasks to support Bank clients. This role involves managing lease data, processing payments, and ensuring compliance with regulatory laws and company procedures.

Responsibilities

  • Understand requirements, practices, and policies of various Bank clients.
  • Input data for new leases for Bank clients.
  • Post payments to individual lease accounts.
  • Balance cash receipts with payments posted.
  • Record lease terminations.
  • Answer phones and handle customer requests.
  • Prepare deposit tickets and general ledger tickets.
  • Complete general ledger worksheets for data entry processing.
  • Perform data entry and maintenance for existing accounts.
  • Prepare daily reports and send to respective Bank clients.
  • Prepare month-end reports and distribute to respective Bank clients.
  • Complete monthly batch billing processes.
  • Prepare and send out invoices daily.
  • Ensure all invoices are accounted for and sent out.
  • Prepare and mail late charge notices daily.
  • Process payment due date change requests.
  • Perform other related duties and projects as assigned.

Requirements

  • High School diploma or GED required.
  • Minimum of 1 year of experience in a related field.
  • Ability to work and multi-task in a fast-paced environment.
  • Excellent communication skills, both written and verbal.
  • Excellent organizational, analytical, and interpersonal skills.
  • Excellent customer service skills.
  • Ability to use a personal computer and job-related software.
  • Basic level proficiency in MS Word.
  • Intermediate level proficiency in MS Excel.
  • Basic level proficiency in MS PowerPoint.
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