New York, NY, 10176, USA
27 days ago
Operations Officer - Analyst
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $60,000.00 and $65,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Operations Analyst is part of the Administration group within Sumitomo Finance & Leasing (SMFL) and is responsible for all aspects associated with the documentation, funding and operational support of middle market lease and loan transactions for the Construction, IT, Machine Tool, floorplaning, syndication, Transportation, and Japanese client business segments. This individual assists with planning, coordinating and completing projects or initiatives. In addition, this role provides support to various business units within SMFL to analyze the documentation and funding requirements by conducting a thorough review of credit approval and conditions, pricing, sales request submissions, customer legal organization structure and legal validity of personal and corporate guaranty, security interest, sales tax and vendor/dealer invoices and quotes. This individual assists with planning, coordinating and completing projects or initiatives as well as providing support to the team on various daily tasks. **Role Objectives** + Assists with special projects, new organization initiatives or assignments as required by the supervisor. + Maintain, update or create reports including but not limited to insurance, deal deficiency, UCC expiration and title tracking reports. + Provide support to the team members as needed on daily activities such as the preparation and validation of all legal documentation on loan and lease transactions to ensure the information accurately reflects the approved structure and adhere to company policies and procedures. + Assist the team with the review of UCC filings, lien searches, Aspire (leasing system) data input, vehicle title management, customer service, contract reviews and preparation for funding and booking deals. + Analyze reports from Aspire to ensure data quality. + Provide exceptional customer service to all SMFL's internal and external customers. + Interface with regional sales managers, dealers, vendors and customers regarding funding requirements + Provide reports and insurance certificates to SMFL third party provided. Assist the team manage the incoming mail. + Responsible for monitoring existing accounts. (keep track of client’s information, equipment location, maturity of contract, EBO or buy out date, etc. + Knowledgeable of all aspects of the leasing business from origination through funding and ability to manage complex operational procedures is a plus. + Lease pricing skills including prior use of InfoAnalysis, SuperTRUMP or similar package is a plus + Strong verbal and written communication skills. + Ability to multitask and maintains high standards despite often pressing deadlines. Relies upon self-correct measures to ensure accurate, thorough, and professional output. + Action-oriented with purpose. Anticipate, suggest and perform within the context of job and/or team needs and priorities. Accept assignments with positive attitude and energy without reluctance. Willingness to take responsibilities + Detail Oriented - demonstrate the appropriate level of accuracy and quality to highly detailed tasks and assigned processes. Able to effectively and efficiently identify outliers and self-initiate corrective measures. + Good mathematical skills **Qualifications and Skills** + 0 to 2 years of comparable or relevant experience + BA/ BS Degree + Experience in similar role in the Leasing Industry or Commercial Banking, middle to large market ticket size preferred + MS Office, Tvalue software, CSC or CT ilien system **Additional Requirements** SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
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