Document Transaction Associate

Merchants Bank


Job Location:

Edina, MN - USA

Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Merchants Bank Equipment Finance located in Edina has an opening for aDocument Transaction position will focus on documentation and staff administrative support. Duties include entering applications document preparation working with contract closing and booking and funding. It also involves file processing scanning documents follow-up on title and insurance and a being a back up customer service team member. There is potential room for growth and learning in this have strong verbal and written communication skills a positive and helpful attitude when working under deadlines and proficiency in Microsoft Suite programs. Prior experience in lending equipment finance and banking preferred. Strong analytical problem-solving skills offers competitive wages and benefits for our full-time employees including health dental life disability and vision insurance; flexible spending accounts 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options. Please click on Apply Now. Questions can be emailed to Merchants Bank is an Equal Opportunity Employer of women minorities protected veterans and individuals with Summary:The position is structured as a dual role focusing on documentation closing and staff administrative support. An understanding and adherence to Merchants Bank Equipment Finance (MBEF) and Merchants Bank (MB) policies and procedures is critical for success in this role. Primary Duties:Assist in the documentation process for vendor transactions originated by MBEFs sales team and approved by MBEFs credit underwriting team or MB credit committee. Entering the support to the MBEF Document Transaction Team. Wet ink file follow-up and follow-up and Reinvestment Act documentation of Lease letter customer service team position will assist the Document Transaction Manager as needed in traditional equipment finance administration functions and completing other administrative activities as and dependable attendance is an essential function of this will be expected to contribute to a positive working environment through words and will be expected to greet internal and external customers in a friendly and outgoing will be expected to take responsibility to ensure that internal and external customers receive outstanding customer may be asked to perform other duties as required by business will be expected to complete compliance and product knowledge assignments in a timely Conditions:Work will primarily be performed inside working environment low noise level comfortable physical Demands:Work will be performed primarily sitting at a desk very low degree of lifting. Requires average finger dexterity to operate normal office equipment such as computer adding machine etc. Requires good eye/finger Demands/Education:Requires High School Degree. Prior experience in lending equipment finance and banking preferred. Strong analytical problem solving skills desired. Requires individual with strong verbal and written communication skills and the ability to express ideas in a clear thorough and concise manner. Must possess a positive and helpful attitude with the ability to meet deadlines. Must be proficient in Microsoft Suite personality. Must be an excellent team :Responsible to the Document Transaction Manager for fulfillment of duties responsibilities authority and for proper have a high degree of contact with other MBEF and MB personnel and direct personal contact with customers. Must have the ability to develop customer rapport and must show genuine interest in others needs and opinions.

Required Experience:

IC

Merchants Bank Equipment Finance located in Edina has an opening for aDocument Transaction position will focus on documentation and staff administrative support. Duties include entering applications document preparation working with contract closing and booking and funding. It also involves file pr...

About Company

Whether you’re starting a family, managing a business or nearing retirement, Merchants Bank has solutions to fit your individual situation. Proudly serving Minnesota and Wisconsin.

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