Financial Pacific Leasing Booking Coordinator (Federal Way)
Company: Umpqua Bank
Posted on: May 17, 2019
Financial Pacific Leasing is seeking a Booking Coordinator to join
our team in Federal Way! This position is responsible for
accurately completing all new lease files from all business
channels and forbearance files, to include, UCC completion
including fixture filings, clean-up, finalizing, completing the
ACH, APS payment and insurance processes, accurate data entry into
appropriate systems, scanning, indexing and finalizing. Analyzes
information received to ensure it is correct and follows up with
outside sources to obtain any information needed. Performs all
other duties as assigned by management. The ideal candidate is
self-directed, detail-oriented, and driven to contribute to the
organization's reputation, growth, and success. The right
coordinator cares about their clients, is attentive to their needs,
and is always searching for new ways to make their experience the
best it can be. Functions Complete new lease files from required
business channels, accurately and in a timely manner. Review newly
funded files verifying any contract exceptions, yields or
variances. Audit funding data entry to ensure contracts are booked
properly. Complete the ACH and insurance processes accurately,
efficiently and in a timely manner. Process APS payments
accurately, verifying all information is correct in order to post
payment correctly. Audit file and paperwork for accuracy to ensure
completion of company and documentation requirements. Set up and
book portfolio purchase contracts, verifying all information is
correct, accurately adding information where needed. Book
forbearance files accurately and efficiently. Has complete
understanding and follows all company and credit policies.
Understands the procedures from all the business channels.
Accurately uses knowledge of company systems to perform Booking
tasks as required, to the benefit of the company and our customers,
internal and external. Maintain workflow to ensure we are in
compliance with UCC filing, all ACH and all insurance requirements.
Complete UCCs and fixture filings with in the time frame required,
by inputting the needed information into the appropriate data base
module. Provide additional information to UCC filing source as
needed to ensure F.P. is secure in its interest of the equipment
leased. Process UCC urgent responses in a timely manner and
complete UCC responsibilities as assigned. Complete new lease
files, to include clean up and finalizing. Organize files according
to standard filing procedures. Complete insurance data entry in the
appropriate systems accurately and efficiently. Follow up with any
outside sources needed to obtain complete insurance information as
needed. Complete ACH process in a timely manner and ensure
information is given to appropriate person for data entry. Ensure
all new lease files, any additional documents, ACH documents and
insurance certificates are scanned and indexed. Provides highest
level of customer service to all lessees, vendors, brokers and
staff. Maintains confidentiality of all company information.
Demonstrates compliance in assigned job function and applies to
designated job responsibilities. Takes personal initiative
following all policies and procedures, Bank Secrecy Act, compliance
regulations, and completes all required and job-specific training.
Raises and/or addresses compliance issues for evaluation,
investigation and resolution. Develops and maintains positive
relationships with all Financial Pacific Leasing, LLC officers,
managers and staff. Assists and supports other staff as needed.
Performs all other duties as assigned by management. Regular and
predictable attendance and punctuality. Qualifications Excellent
writing and grammar skills. High school graduate or equivalent.
Physical Requirements and Working Conditions Work involves:
Sitting. Walking. Lifting up to 10 pounds. Perks and Benefits
Excellent benefits and retirement package. Paid Time Off (PTO).
401(k) company match. Paid holidays. Employer paid Employee
Assistance Program (EAP). Flexible Spending Account (FSA).
Voluntary Benefits such as LTD, STD, LTC, and Life and AD & D
Insurance. Recognition program. Monthly incentive perks. Thriving
company culture. Up to 40 hours of volunteer time allotted each
year. No relocation offered. About Us Financial Pacific Leasing (A
Subsidiary of Umpqua Bank) is a commercial equipment leasing
company located in Federal Way, WA. Established in 1975, we are a
leader in the leasing industry and we take pride in our employees.
We strive to create a work environment that is rewarding,
challenging and a fun experience. We are currently seeking a
Full-Time Administrative Assistant/File Coordinator. Qualified
Applicants should enjoy working as a team and independently,
possess strong communication skills and have experience in working
with a fast paced, goal-oriented environment. Excellent benefits
and retirement package. Financial Pacific Leasing & Umpqua Bank are
committed to employing a diverse workforce. Qualified applicants
will receive consideration without regard to race, color, religion,
sex, national origin, age, sexual orientation, gender identity,
gender expression, protected veteran status, or disability. We
maintain a drug-free workplace and may perform pre-employment
substance abuse testing. *LI-DNP
Keywords: Umpqua Bank, Tacoma , Financial Pacific Leasing Booking Coordinator (Federal Way), Accounting, Auditing , Tacoma, Washington
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