Senior Account Representative

Valley Bank•Township of Washington, NJ

About The Position

This role involves conducting credit investigations, managing vendor and lessee relationships, and handling all aspects of lease documentation and processing. The Senior Account Representative will be responsible for daily computer entry, billing, lease setup, and preparing necessary correspondence and documentation for lessees. Additionally, the role requires screening customers and vendors against government lists and calculating financial metrics related to leases.

Requirements

Good verbal and written communication skills.
Good math skills. Ability to compute lease rates and calculate percentages.
Working knowledge of PC/Windows environment.
Able to learn new and customized computer programs.
Two year college degree.
Minimum of two years' customer service or related experience.

Nice To Haves

Knowledge of Microsoft Office programs helpful.
Four year college degree preferred.

Responsibilities

Conduct credit investigations and review pertinent documentation.
Make and maintain direct contact with vendors, manufacturers and lessees.
Perform daily computer entry of lease documentation.
Responsible for billing, processing and lease setup.
Type correspondence related to all transactions.
Answer the phone, answer frequent messages and return calls to vendors and lessees.
Calculate buyouts and upgrades.
Respond to vendors and lessees' questions and concerns.
Process purchase orders to vendors, if needed.
Create and send letters needed for booking.
Prepare lease documents for presentation to lessees and follow-up for executed documents.
Screen customers and vendors against OFAC and other government lists.