CIT-Originations Support – Office Imaging

Overview

CIT is now a division of First Citizens Bank. This role will support and manage specific relationships and transactions within the Sales Support segment.

Responsibilities

• Primary point of contact for FCB sales team and vendor partners in assigned sales territories
• Manage the full transaction lifecycle serving as intermediary for our partners and internal groups (i.e., Credit, Legal, Tax, Asset Evaluations, Ops, and Accounting)
• Take part in deal structuring and the handling of larger, more complex transactions
• Attend regular cadence calls with sales and key relationships to ensure vendor satisfaction
• Monitor workflow for assigned relationships, prioritizing, and delegating tasks as needed to ensure response times are met
• Verify key customer and transactional data is complete and accurate
• Approve transactions for Booking & Funding within assigned authority levels prior to payments being released
• Responsible for all vendor partner servicing/invoicing questions throughout the life cycle of the transaction
• Participate in the training and developing of new team members and perform peer reviews as needed
• UAT system testing
• Escalation points for team during manager absence

Qualifications

Basic Qualifications:

• High School Diploma or GED Required
• minimum of 1 year of Leasing Experience Preferred
• Proficient in Microsoft Office, InfoLease and CCEX
• Strong relationship management skills and customer-centric mindset required

Other Qualifications:

• College Degree preferred, or similar equivalent experience
• Experience in an industry dependent on positive customer interaction
• Dedicated, proactive, critical thinker and problem solver (identify actions and address problems)
• Effective verbal and written communication skills
• Efficient; strong organizational skills to plan, prioritize and work effectively
• Ability to quickly evaluate a situation to find the best solution for client and FCB; shows initiative
• Ability to perform lease/finance calculations needed to structure transactions appropriately