Financial Services Ops Specialist - Deal Closer/Conversion

GE HealthCare

1d•$55,200 - $82,800•Remote

About The Position

The Financial Services Ops Specialist prepares equipment lease and loan financing documentation packages, including leases, loans, and promissory notes, and audits and closes assigned tasks for financed transactions. The role provides originations transactional support, ensures compliance and processing effectiveness, and manages communication and information exchange among Risk, Sales, customers, and vendors. The specialist serves as a customer advocate and point person. The position drives transactions to closure by coordinating documentation and process requirements, organizing critical deal information through negotiation, documentation, booking, and funding, and managing closing requirements and issues. It generates customer documents, ensures their storage and retention, reviews commercial leases and loans for policy compliance, and performs calculations and validation related to pricing, interim rent, indexing, usury rules, and certain sales taxes. GE HealthCare describes its purpose as creating a world where healthcare has no limits and identifies itself as a global medical technology and digital solutions innovator. This position is identified as remote. The stated U.S. annual pay range is $55,200–$82,800; the role may also be eligible for performance-based incentive compensation. Benefits include medical, dental, and vision coverage, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement. Relocation assistance is not provided. GE HealthCare will not sponsor employment visas for this opening.

Requirements

At least 2 years of experience with a financial institution, customer service, financial services operations, paralegal work, or contract management, with exposure to loan and/or lease documents.
General knowledge of accounting.
Strong analytical, problem-solving, and decision-making skills.
Ability to discern complex transaction elements and consistently choose an appropriate course of action.
Ability to manage multiple priorities and meet deadlines.
Strong oral and written communication skills.
Ability to document, plan, market, and execute programs.

Nice To Haves

At least 2 years of equipment leasing experience.
PC proficiency with Microsoft Office, especially Word and Excel.
Ability to effectively interface with customers, third parties, and key internal stakeholders.
Ability to perform in a fast-paced environment and adapt to change.

Responsibilities

Drive transactions to closure by meeting documentation and process requirements on time and influencing others to meet deadlines while maintaining relationships with customers, vendors, internal departments, outside counsel, closing agents, and title agents.
Organize and account for critical customer deal information and ensure it is compliant through negotiation, documentation, booking, and funding.
Determine closing requirements based on transaction structure and review of commitments and approval documentation; obtain satisfactory supporting documentation.
Manage and monitor the closing process, anticipate and resolve closing issues, and recommend solutions or alternatives that balance customer needs with risk and business requirements.
Independently resolve customer issues within the role’s authority.
Ensure compliance with transaction requirements using prudent closing and commercial lending practices, leasing standards, and sales standards.
Generate customer documents through internal systems accurately and on time, and ensure timely document storage and retention.
Review commercial leases and loans for compliance with established policies and standards.
Calculate pricing and Supertrump updates for money cost, interim rent, and indexing.
Manually review and validate usury rules for loans and quasi transactions.
Apply a basic understanding of sales and property tax in commercial leasing, including manually calculating sales tax in certain states.
Provide originations transactional support and manage communication and information exchange among Risk, Sales, customers, and vendors.

Benefits

Medical insurance
Dental insurance
Vision insurance
Paid time off
401(k) plan with employee and company contribution opportunities
Life insurance
Disability insurance
Accident insurance
Tuition reimbursement
Potential performance-based incentive compensation, including cash bonuses and/or long-term incentives