Commercial Equipment Finance Transaction Analyst II-2

Job description

Overview: A Lease Transaction Analyst II (LTA II) is responsible for coordinating, documenting and initiating the funding process for a variety of commercial equipment lease/loan products. They assist the sales staff and other internal customers in finding ways to structure and document transactions, which are usually customized for each customer based on equipment type. This must be done in a manner that adheres to the Bank’s internal operations, credit and pricing policies, ensuring that the Bank’s legal interests and profitability are protected. These transactions are within the M&T footprint and/or with the National Division and transactional portfolio customers. Transactions include Conditional Sale Contracts (CSC -Dollar Buyout), First Amendment leases, Tax/FMV (Fair Market Value) leases, Small Ticket leases, Municipal/Escrow leases, loans and the Master documents for each lease and loan type with commercial and municipal customers. Primary Responsibilities: - A LTA II must understand and adhere to the Bank’s risk and regulatory standards, policies and controls in accordance with the Bank’s Risk guidelines and procedures. They must also identify these risk-related issues and...