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Stiles Machinery

Leasing Specialist

Career Insights for Personal Financial Advisor (General)

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Based on Michigan data

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$96,499 / year median in Michigan

+3% projected growth

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Job Description

Responsible for overseeing all leasing administrative and marketing functions in assigned regions
ESSENTIAL FUNCTIONS
Process lease application, prepare lease documents and follow-up on lease quotes for assigned regions. Assist with lease applications in other regions as needed. Follow-up with customers Coordinate shipment of all machines Attend scheduled meetings (Weeke, Shop, Weekly Status, Funding) Assist in handling post closing lease issues and any issues related to lease funding. Follow-up on all sales agreements in assigned territory to confirm customer's financing arrangement. Monthly review of dealer lease activity to ensure annual goals are on target Monthly follow-up with dealer salesmen to increase lease volume. Contact lenders; deal questions, explanations, additional information Follow-up with previous lease customers to source additional business. Assist in developing a direct end user marketing strategy.
QUALIFICATIONS
Prior leasing experience desired College degree required
SKILLS & ABILITIES
Proficiency with MS Office Suite Typical Office Environment Ability to multitask Adaptability to changing priorities Strong verbal and written communication skills Strong administrative skills Self-starter and self-reliant Excellent problem solving skills
WORK ENVIRONMENT
Standard Office