*Hybrid work schedule available from any location within the M&T Bank footprint*
Overview:
A Lease Transaction Analyst II (LTA II) is responsible for coordinating, documenting and initiating the funding process for a variety of commercial equipment lease/loan products. They assist the sales staff and other internal customers in finding ways to structure and document transactions, which are usually customized for each customer based on equipment type. This must be done in a manner that adheres to the Bank’s internal operations, credit and pricing policies, ensuring that the Bank’s legal interests and profitability are protected. These transactions are within the M&T footprint and/or with the National Division and transactional portfolio customers. Transactions include Conditional Sale Contracts (CSC -Dollar Buyout), First Amendment leases, Tax/FMV (Fair Market Value) leases, Small Ticket leases, Municipal/Escrow leases, loans and the Master documents for each lease and loan type with commercial and municipal customers.
Primary Responsibilities:
Scope of Responsibilities:
This position is critical in the day to day operation of the business. The transaction analyst works directly with borrowers, third party vendors and internal/external customers and counsel.. This requires a strong knowledge of the leasing business, tax rules, legal issues and accounting rules and insurance requirements applicable to leasing while navigating multiple computer systems to process transactions. The incumbent works with uncertainty, constantly changing legal, tax and accounting rules and must be able to make discretionary decisions based on knowledge and past experience.
The position is responsible for owning/participating in a customer relationship while providing a positive customer experience and a strong level of expertise to help ensure all leases/loans are managed smoothly.
Supervisory/ Managerial Responsibilities:
None.
Education and Experience Required:
A LTA II must have a bachelor’s degree with 3 years customer service experience in related field or a minimum of 5 years of applicable experience.
They must have strong verbal and professional written communication skills and the interpersonal skills necessary to interact with internal/external legal counsel and internal/external customers including all levels of management.
They must have strong problem solving skills, decision making skills and interpersonal relationship skills with the ability to work in diverse, collaborative and open environment.
A LTA II must have the ability to assess ideas and gain support and commitment from others in order to adhere to the Bank’s credit policies and conform to all lease and loan approval requirements and make sure that the Bank’s interests are protected while assisting the sales staff and other internal customers in finding ways to structure and document transactions within the Bank’s risk profile and profitability model.
A LTA II is a highly motivated, detail-oriented self-starter, well organized and has the ability to manage, prioritize, and work on multiple complex projects/tasks every day while assisting with the training of less experienced staff and being a subject matter expert on certain types of transactions.
They must have a thorough knowledge of computer systems, leasing products, workflow management software and the Microsoft Office Suite of products.
Education and Experience Preferred:
Bachelor’s degree in business, accounting, English, Law, Tax.
Experience in Leasing, Finance, Banking Mortgage Company or Legal environment.
A thorough knowledge of documentation flow software.
The ability to maintain a positive and professional demeanor in stressful situations.
Notary Public helpful.
Physical Requirements:
Ability to sit and work for long periods of time.
Ability to work on a computer for long periods of time.
Location
Rochester, New York, United States of America
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