What are the responsibilities and job description for the Account Associate position at 505 LEAF Commercial Capital, Inc.?
Overview: Coordinates workflow among Sales, Operations, Credit, and senior management within LEAF (LEAF Commercial Capital Incorporated). Maintains the accuracy of dealer records in various internal systems. Provides administrative support, including record and data-related support, to multiple areas within LEAF. Primary Responsibilities: Onboard new brokers and dealers from initial application to final integration and funding on the sales portal; review pricing on applications for accuracy and handle related vendor communications. Obtain executed program agreements for each broker and dealer, including private label; review the documents, enter them into the system, and file them. Work with Legal on documentation language, program agreements, and edits to finalize the documents; ensure all necessary documentation is received and contact the customer or Sales as needed to request missing items. Convey credit decisions to brokers, dealers and/or end users, inclusive of the rationale for decisions or potential mitigants to transaction approval. Participate in conference calls with brokers, customers, and Credit that discuss credit-related updates, concerns, and issues. Send new rate cards out to Sales on monthly/control transactions already approved with respect to rates being indexed. Work with Collections on payment issues to facilitate communications with the broker, vendor and/or end user as required Assist brokers and dealers on assumptions and contract maintenance adjustments (CMAs); work with them on subordinations as necessary to verify details and/or obtain additional information. Work with dealers and end users to properly perfect titles through verification of documentation and paperwork. Review pricing requests on documentation fees received from Sales to ensure consistency and following with rate cards. Review requests from brokers, vendors and/or end users on end-of-term language, usually revolving around prepayment options; respond on occasion to these requests. Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Education and Experience Required: Associates’ degree and a minimum of 1 year’s work experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 year’s work experience Proven verbal and written communication skills Proven personal computer skills Detail-oriented Proven organizational skills Education and Experience Preferred: Proven analytical skills Proven problem-solving skills Proven decision-making skills Physical Requirements: M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.30 - $40.49 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Orange, California, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice
Salary : $24 - $40
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