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Loan Processor

Salary undisclosed

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At Commercial Fleet Financing, Inc. the Commercial Loan Processor position is to support our operations team and our ever-expanding sales force.

CFF facilitates lease and loan transactions financing construction, transportation, industrial, manufacturing and material handling equipment. Our customers are small and middle market clients across the United States. This role is full time, in office, Monday-Friday, 8:00am-4:30pm with a 30-minute lunch.

As a Commercial Loan Processor, your role includes, but is not limited to the following:

  • Prepare contracts to go out to our customers, for their signature, on the equipment they are financing.
  • Prepare accurate documentation requests to go to our dealer and insurance relationships, to request missing documents and/or corrections to documents already in our possession.
  • Communicate clearly and effectively with our customer, dealer and insurance company partners via phone and email.
  • Providing copious documentation, during every stage of the process, in our CRM Leasepath.
  • Review documents for accuracy to meet various funding requirements.
  • Clearly communicate with our funding partners in a professional and timely manner, to ensure transactions are funded quickly and accurately.
  • Handle a large volume of processing requests from several different entities. i.e.: our internal sales department, external relationships, such as vendors and insurance agencies and our lending partners.
  • Multitask and prioritize, while working independently, without getting overwhelmed.
  • Communicate effectively through email, clearly articulating your expectations of the recipient, with limited spelling and grammatical errors.
  • Have control of your activities with limited supervision.
  • Keen eye for detail.
  • Comfortable speaking over the phone, and building relationships with various clients, dealers, and insurance partners.
  • Have a solid foundational knowledge of Outlook, Excel, Word and be comfortable moving in and out of digital files to locate and/or save appropriate documents.
  • Must be comfortable utilizing the CRM, Leasepath.
  • Other duties, as assigned.


Qualifications

  • has a background in processing loans or is familiar with financing procedures for vehicles.
  • someone who is similar to Joy Rico


Work Set-up

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