What are the responsibilities and job description for the Originations Assistant position at 1st Financial Bank USA?
For more than two decades, Premier Financial Services has been recognized within the automotive industry as an innovator and nationwide leader in lease financing of new and previously owned exotic, vintage and luxury vehicles. We finance cars purchased through authorized and independent dealers, and through private party transactions and auctions. Premier Financial Services is a wholly owned subsidiary of 1st Financial Bank USA.
Job Title: Originations Assistant
Location: Southbury, Connecticut - Full-Time On-Site Position
Department: Originations
Job Overview:
The Originations Assistant will complete the loan application process from start to finish for potential and
existing clients, preparing, analyzing, and verifying applications for the lease or refinance of vehicles.
The Assistant will also function as a liaison between the Sales Team and the other departments within the organization along with servicing client and dealer needs.
Duties/Responsibilities:
Originations
1. Providing Customer Service
2. Quoting for Regions
3. Processing Credit Applications
4. Reviewing Credit Application with Underwriting as necessary
5. Tracking Deals in Process
6. Preparing Worksheets
7. Submitting Credit Applications to Banks
8. Obtaining Necessary Information to Acquire Approvals and/or meet stipulations
9. Coordinating Private Party Sale Transactions
10. Assisting Sales Staff with Administrative Needs
11. Providing Sales Staff with Sales History Reports, etc. as necessary
12. Responding to Sales Manager’s Needs
13. Preparing Agendas and Minutes for Sales Meetings
14. Updating Residual Guide Sheets and Residual Database on a Monthly Basis
15. Copying & Scanning Deals for the Bank
Preparing Leases for Customers/Dealers
1. Prepping Numbers
2. Completing Lease Checklist (first two columns)
3. Preparing and Sending Leases
Preparing Leases to Be Funded
1. Obtaining Proof of Insurance
2. Obtaining Dealer Documents
3. Obtaining any required DMV Documents
4. Arranging for Private Party Transactions
5. Preparing Overnight Airbills
6. Sending Notification of Funding to Regional Sales Manager
Reporting and Meetings
1. Assisting Originations Manager with Reporting as needed
2. Attending Weekly Sales Meetings
3. Attending Skype Sessions with Regional Sales Managers
Required Skills/Abilities:
• Excellent Verbal and Written Communication Skills
• Excellent interpersonal skills and ability to build relationships with a variety of service providers
including clients, dealers, banks, and vendors
• Precise/Attention to Details
• Ability to Multi-task/Prioritize
• Strong Computer Skills with Standard Office Software
• Strong Time Management Skills
• Maintains Confidentiality
• Highly principled
• Self-Directed and Results Oriented
• Proficient with Microsoft Office Suite or related software
Education and Experience: Associate degree required, BA/BS in related field preferred
*The above is a brief outline and is not intended to fully describe all the responsibilities and details of
this position. PFS reserves the right to alter this job description at any time, as it deems necessary.
We provide a highly competitive and comprehensive compensation and benefits program including affordable medical/dental insurance, generous paid leave program, 401(k) and much more!
Premier Financial Services is an equal opportunity and affirmative action employer.
All qualified applicants will receive consideration without regard to their race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Premier Financial Services participates in E-Verify
E-Verify Right to Work Poster (justice.gov)
