EFG Senior Sales Support Representative

First Commonwealth Bank • Berwyn, PA • 2h ago

The Equipment Group Financing (EFG) Senior Sales Support Representative is responsible for all aspects of documenting, closing and funding EFG transactions. This position interfaces with the client, relationship manager, portfolio managers, asset managers and credit managers for all matters related to the due diligence, documentation, perfection, closing and funding, and thus must be able to coordinate with and influence multiple parties while driving toward the shared goal of an excellent client experience. Ensures that all documents required for closing are in place and coordinates judgmental "clear to close" decisions and any document or process exceptions with their manager. Ensures that the company's equipment liens and/or ownership are properly perfected in accordance with legal requirements and company's policies and procedures. Essential Job Responsibilities Mentors Sales Support Representatives and assists in training new hires.

Documents and reviews complex lease/loan structures including Municipal transactions and transactions over $500,000

Strives to provide extraordinary client service by exercising the Perfect Client Experience (PCE)

Ensures Service Level Agreements are met with regard to client service for both internal and external clients

Manages the entire transaction documentation and closing process for lease/loan transactions

Works directly with the client, sales representative and all internal departments to ensure that policy, compliance and regulatory matters necessary for closing are addressed early in the process

Effectively manages and prioritizes work queues for new lease/loan transactions

Proactively manages work-in-progress within the closing calendar, balancing the needs of multiple internal and external stakeholders simultaneously

Ensures that transactions are documented and closed per the instructions and conditions stated in the credit and asset management approval memo(s)

Works with manager to determine, obtain and analyze required due diligence items including, but not limited to: o Know Your Customer requirements o CDD/BO requirements o OFACs o UCC searches Ensures subordinations/releases obtained to perfect liens/ownership (including proper motor vehicle title work), if applicable o Proof of insurance o Entity Corporate documents o Assignment documents (purchased transactions only) o UCC-1/UCC-3 preparation o Invoices/Proof of Payment o MSO/Tit To view the full job description please use the link below. https://www.aplitrak.com/?adid=YmJnZW5lcmljLjk3MzY1LjEwODY1QGZjYmFua2luZ2NvbXAuYXBsaXRyYWsuY29t

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