Financial Srvcs Ops Specialist - Deal Closer/Conversion

GE HealthCare • Wauwatosa, WI

1d • Hybrid

About The Position

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.

Requirements

• 3 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.

Nice To Haves

• 3 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.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed