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Contract Coordinator

Company: GreatAmerica Financial Services Corporation
Location: Cedar Rapids
Posted on: November 19, 2019

Job Description:



About GreatAmerica:

GreatAmerica is a national commercial equipment finance company dedicated to helping manufacturers, vendors and dealers are more successful and keep their customers for a lifetime. While GreatAmerica has grown to more than 550 team members, our entrepreneurial spirit remains and endless opportunities lie ahead. We have experienced unparalleled year over year growth since our founding in 1992.

GreatAmerica is structured in cross-functional teams that allow individuals to make informed decisions that benefit the company and our customers. There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere. When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.

Position Summary

To ensure that the transaction is compliant with GreatAmerica policy and procedures as well as audit transactions to validate the correct financial structure.

Essential Functions



  • Review signed agreement documents for accurate information and compliance with GreatAmerica Policies and procedures.

  • Confirm accurate phone numbers for lessee with a third-party source to aid in preventing fraud.

  • The phone verifies equipment satisfaction with lessees and answers any questions during the call.

  • Accurately prepare UCCs and submit them through ILien to secure a purchase money security interest.

  • Applies full knowledge, understanding of state sales and property taxes and calculations associated with each.

  • Input data accurately and book transactions in Vision to commence lessee invoicing.

  • Communicate via phone and or Email with Vendors to resolve Documentation issues on transaction files.

  • Take incoming customer and vendor calls and answer questions and or respond to the needs of the caller.

  • Rebook contracts based on the needs and details of the transaction. i.e. equipment exchanges, payment changes, tax changes.

  • Set up renewal billing in Infoplease.

  • Follow up on outstanding originals with vendor per Policy DO 1.03.



    Position Qualifications

    Competencies:

    For all GreatAmerica team members:



    • Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability



      For this position:



      • Detailed Oriented, Accuracy, Problem Solving, Work under Pressure, Organized, Accountable, Reliable, Decision Making, Innovative, Communication Skills (Oral & Written), Multi-Tasking

      • Education: Business Associate's degree preferred, Accounting or Para Legal background a plus

      • Experience: Financial or Leasing experience preferred



        Skills and Abilities

        Computer Skills:



        • Proficient in Microsoft Office including Word, Excel, and Outlook. Knowledge of Vision, Infoplease, Onbase, and Goldmine



          Other Requirements:



          • Must be able to work in a team environment

          • There is Overtime involved at the end of each month




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Keywords: GreatAmerica Financial Services Corporation, Cedar Rapids , Contract Coordinator, Accounting, Auditing , Cedar Rapids, Iowa

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