LEAF Document Specialist (Philadelphia, PA or Moberly, MO) Position Available In Philadelphia, Pennsylvania
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Job Description
Overview:
Works with Relationship Specialists and Accounting to deliver high quality service to vendors and end user customers while ensuring transactions are finalized accurately and funded on a timely basis. Manages the process flow of transactions from the time of documentation is passed for system entry through the funding process in a timely manner and to the satisfaction of vendors.
Primary Responsibilities:
Complete timely review of executed lease documentation, auditing for accuracy; escalate discovered items and/or return for correction and resolution. Verify terms of lease documentation with customers via phone or email. Provide assistance in coordinating the delivery and acceptance of leased equipment through receipt of the customer signature as required and reconcile any issues prior to funding; obtain any necessary change addendums to ensure correct executed lease documentation . Provide proactive verbal and/or written communication and updates regarding status of transactions to sales, dealers and/or operational personnel to ensure timely booking and funding. Work with Accounting to fund transactions within specified time periods. Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned.
Scope of Responsibilities:
Supervisory/Managerial Responsibilities:
Not Applicable Education and Experience Required:
Associate’s degree and a minimum of 1 years’ work experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ work experience Detail-oriented Proficiency with personal computers as well as pertinent word processing and spreadsheet software
Education and Experience Preferred:
Leasing industry experience
Physical Requirements:
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.43 – $34.05 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Philadelphia, Pennsylvania, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. HR Career Site Privacy Notice