Responsibilities

Customer On-Boarding

• Ensure each transaction meets full compliance with all applicable regulatory standards
• Review each credit approved finance contract, noting any special conditions or exceptions
• Ensure equipment installation and contract commencement date align (excluding Consolidated Billing customers)
• Reconciling invoices to finance contracts
• Checking the calculation of subsidies where applicable
• Verify brokerage / commissions prior to submission and payment
• Updating and reconciliation of work queues
• Daily preparation of accounts payable documents
• Working closely with New Business, Contracts and Direct Orders teams to resolve issues
• Archiving and storage of departmental documentation using Therefore and other relevant systems and procedures as required
• Support all facets of the team and all operational processes within the company.

Customer Service

• Action work queues and settlements inbox on daily basis and within agreed SLA time frames
• Answer inbound calls from internal and external stakeholders;
• Assist with issue resolution and ensure that any unresolved issues are escalated to the Client Administration Manager within agreed timeframes.

Consolidated Billing

• Ensure Consolidated Bill customers are set up correctly and per instructions within the agreed SLA time frames;
• To work with Invoice team to maintain accurate data to ensure customers are consistently billed accurately and on time.

Corporate Orders

• Verify finance details for submitted Salesforce Opportunities on selected Tier 1 clients are within approved terms per Client and approve in Salesforce
• Enter corresponding finance details into quote application
• Complete pending Application in line with approved terms, add Settlement Comments according to specific client, save with correct pending Status
• Update Salesforce with required Application details
• Ensure all documentation relevant to order is stored in therefore

Qualifications

• Bachelor’s Degree Holder of finance or any related studies
• At least 2 years Prior settlements experience within leasing or financing industry;
• Computer literacy (excellent Excel, Intermediate Access)
• Excellent communication skills verbal and written
• Good level of initiative
• Eye for detail
• Efficient time management

Please refer to job description.