Financial Services Ops Specialist - Deal Closer/Conversion
Core
Prepare equipment lease/loan financing documentation packages, audit and close assigned tasks for financed transactions, and provide transactional support to the deal team.
Role type
Financial Services Ops Specialist (Deal Closer/Conversion)
Builds
Equipment lease and loan financing transactions for GE HealthCare
Domain
Medical Technology / Financial Services
Required skills
Financial services operations, loan and lease document management, commercial lending practices, usury rules validation, sales tax calculation, Microsoft Office (Word/Excel), analytical problem solving, deadline management
Preferred skills
Equipment leasing experience, fast-paced environment adaptability
Responsibilities
Drive transactions to closure by meeting documentation and process requirements; Organize critical customer deal information ensuring compliance through negotiations, documentation, booking, and funding; Determine closing requirements based on transaction structure and obtain supporting documentation; Manage and monitor closing process by anticipating and resolving issues; Generate customer documents via internal systems; Perform reviews of Commercial leases and loans for compliance; Calculate Pricing/Supertrump updates for Money Cost, Interim Rent, and Indexing; Manually review and validate Usury Rules on Loans and Quasi transactions; Calculate Sales Tax/Property Tax for commercial leasing.