Senior Account Representative
Valley National Bank · US
Responsibilities include but are not limited to: - Conduct credit investigations and review pertinent documentation. - Make and maintain direct contact with...
Job description
Responsibilities include but are not limited to: - Conduct credit investigations and review pertinent documentation. - Make and maintain direct contact with vendors, manufacturers and lessees. - Perform daily computer entry of lease documentation. - Responsible for billing, processing and lease setup. - Type correspondence related to all transactions. - Answer the phone. Answer frequent messages and returning calls to vendors and lessees'. - Calculate buyouts and upgrades. - Respond to vendors and lessees' questions and concerns. - Process purchase orders to vendors, if needed. - Create and send letters needed for booking. - Prepare lease documents for presentation to lessees. Follow-up for executed documents. - Screen customers and vendors against OFAC and other government lists. Qualifications: Required Skills: - Good verbal and written communication skills. - Good math skills. Ability to compute lease rates and calculate percentages. - Working knowledge of PC/Windows environment. Knowledge of Microsoft Office programs helpful. Able to learn new and customized computer programs. Required Experience: - Two year college degree and a minimum of two years' customer service or related...