Civista Bank

Description:Position Purpose:

To support the Civista Leasing & Finance Team.

Key Accountabilities, Responsibilities and Expectations:To deliver the Civista Experience through engaged interactions with clients, internal departments, and team members 100% of the time.Professionally handle all incoming client calls and in a responsive manner, meeting all client needs, including general account and invoicing questions. Maintain accurate information in the Salesforce database. Documenting all client interaction in the Salesforce database. Manage title work compliance, assisting clients with any title work related issues, releasing liens as necessary.Manage insurance compliance, assisting non-recourse funders with maintaining insurance requirements, follow-up and address expiring/expired insurance, and manage insurance document in internal folders.Manage end of contract actions, including sending out Bill of Sale/Paid in Full, and updating systems.General office duties include maintaining the phone system conference lines & new employee set-up, coordinating off-site storage of files, office supply inventory, and manage the daily mail.Scan all completed/executed documents as requiredFollow all company policies.

Requirements:Qualifications, Knowledge, and Skills:Associate's degree in business administration, or equivalent work experience. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and leasing regulations.Solid computer literacy Word, Excel with accurate data entry skills; proficient knowledge of working with spreadsheets and creating formulas. Ability to become proficient in use of specific software required for position.Must have or obtain a notary public.A high level of initiative, thoroughness, accuracy and organizational skills required.Detail oriented with strong analytical skills required with solid oral and written communication skills.Ability to manage multiple priorities/projects with varied deadlinesAbove average knowledge of technology and willingness to adapt to new software technologies.

Physical Requirements:This position is physically located in the Pittsburgh PA area. Work involves eye strain due to the constant use of computer screens and reading of reports.Work involves sitting the majority of the workday.Work involves being flexible, attending required training/meetings, and so forth.

EOE - Race/Sex/Disability/Veteran

Equal employment opportunity, including veterans and individuals with disabilities

PI267486582

Vision Financial Group, Inc.

Latest Jobs

Administrative Assistant - Leasing & Finance