Equipment Finance Transaction Coordinator - Pittsburgh, PA

Primary Office Location:

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Position Title: Equipment Finance Transaction Coordinator

Business Unit: BCSI

Reports to: Supervisor of Equipment Finance Operations

Position Overview:

This position is primarily responsible for maintaining contracts in the post booking phase to include updates, modifications and corrections. Incumbent will manage the complexities of terminating an account to ensure accuracy and efficiency of financial transactions while maintaining compliance with regulatory standards within Bank Capital Services. Assists management to ensure processes and procedures are completed in a timely manner. The incumbent provides direct support to vendors and internal management as the point of contact for projects and reporting. 

Primary Responsibilities:

Processes payoff quotes and final payments. Once the lease terms have been satisfied and the payoff has been posted, the incumbent will terminate the lease within the appropriate software. The terminated lease will be communicated to the accounting group to ensure proper G/L entries.

Posts payments to individual lease accounts and balances cash receipts. Completes daily cash reconciliation, monitors unapplied cash on account, and corrects journal entries as needed. Serves as a point of contact for customers regarding post booking inquiries, such as payment schedules, account changes, or discrepancies.

Tracking and processing of Personal Property Tax Letters, invoicing customers and following up with 3rd party tax preparers.

Tracking of customer maintenance payments and processing of associated 3rd party maintenance fees.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.  Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

3

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Detail-oriented

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Intermediate Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Bachelors or Associates Degree preferred

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.