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The Operations Consultant will work in concert with the Operations Manager and will be responsible for the day-to-day management of specific functions within a single site/business operations unit.

Job Description:

This job is responsible for the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site/business unit or smaller business unit(s). Key responsibilities include strategically advising upon the design, development, and implementation of products, systems, and services using discretion within the project management methodologies.

Responsibilities:

• Independently coordinate preparation and review of loan/lease documentation, funding and booking/set-up on front end system of record (Rapport) for a variety of Vendor/Customer relationships following established guidelines specific to each
• Performing assigned tasks quickly and efficiently, responding to requests for information, communicating issues to appropriate parties and ensuring that responses to Vendors/Customers (internal and external) are prompt, professional and courteous
• Responsible for providing a consistently high level of service to Vendors/Customers in a timely manner
• Interface on a daily basis with Operations Manager, internal associates, credit underwriters, group managing director, portfolio manager and customers as required
• Update Exceptions Tracking System for receipt of loan monitoring requirements, post close
• Interface with Records Administration to ensure proper routing and scanning of documents 
• Exceptions escalation/reporting/resolution in conjunction with Operations Manager and local Credit team
• Utilization and review of a variety of systems and reporting tools required in the support of all above-mentioned tasks
• Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment
• Advises on projects and directs activities of a team related to special initiatives
• Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function
• Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control
• Identifies and recommends responsibilities and accountabilities for key programs/projects

Required Skills:

• Experience with documentation review within financial industry
• Experience with Equipment Finance documentations (commercial lease/loans)
• Customer and Client Focus
• Detail oriented with ability to multi-task & time management skills
• Collaboration & teamwork abilities
• Critical thinking & problem solving abilities
• Analytical thinking & decision making skills
• Risk Management & Issue Management
• Self-starter with excellent oral & written communication skills
• Presentation Skills

Desired Skills:

• Adaptability
• Proficient in Microsoft Excel & Word
• Risk management
• Influencing skills