Lease Originations and Funding Specialist
About The Position
Join our Raymond Team as a Lease Originations and Funding Specialist! We’re seeking a passionate and dedicated Lease Originations and Funding Specialist who brings enthusiasm, compassion and top-notch communication skills to the table. In this role, you will work closely with dealers and Raymond National Accounts to facilitate the inception and funding of lease contracts. Effectively communicate with representative dealerships and national accounts to consistently update management on funding of contracts while collaborating with a dynamic and diverse team to achieve shared goals. We value innovative and creative ideas—yes, even during meetings (where snacks are always welcome). If you enjoy tackling challenges with positivity and a bit of humor, you’ll feel right at home here.
Requirements
- A Bachelor’s Degree
- 8 + years of experience in a customer service/sales/marketing or related field
- Prior experience with documents, contracts and commercial or consumer customer service
- Intermediate level Excel experience (Payment Functions, Building and modifying spreadsheets, creating and using formulas, pivot tables)
Nice To Haves
- Knowledge of and experience working in the material handling industry
- Excellent verbal and written communication skills
- High level attention to detail
- Excellent customer service skills
- Microsoft Products
- Good Organization skills
- Ability to manage multiple responsibilities
Responsibilities
- Serve as primary liaison between Raymond Leasing and dealerships across the United States to coordinate accurate completion of required documentation.
- Maintain integrity and control of lease contracts, while ensuring terms and deal structures meet legal and business requirements.
- Support the funding of customer contracts by timely and accurately inputting or confirming Master Data such as detailed customer and asset information.
- Facilitate funding processes while achieving objective of 24 hours to fund.
- Accurately enter contract data and customer specific requirements into the Leasing System for proper account maintenance.
- Validate contract rates and special programs in accordance with Raymond Leasing rate and residual guides.
- Collaborate with dealers and national accounts.
Benefits
- Competitive Salary
- Generous Paid Time Off and 13 Paid Holidays
- Affordable Medical plans and no-cost Dental & Vision options
- 100% 401(k) match up to 6%
- Company-Paid Life Insurance, Short-Term Disability, and Long-Term Disability
- Tuition Assistance Program
- Employee Assistance Program (EAP) with access to mental health care, legal support, and financial guidance
- Recognition and Kaizen (continuous improvement) Reward Programs
- Meaningful opportunities for personal and professional development
- Onsite Fitness Center & Occupational Health Clinic
- Best in class work culture!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
