Financial Srvcs Ops Specialist - Deal Closer/Conversion
GE HealthCare, New York, NY, United States
Responsible for preparing equipment lease/loan financing documentation packages (leases, loans, promissory notes, etc), auditing and closing all assigned tasks for financed transactions. Provide originations transactional support to the deal team. Ensure compliance and processing effectiveness for all deals. Owns the communication and information exchange between Risk, Sales, Customers and Vendors. Serves as a customer advocate/point person.
Roles and Responsibilities
Proactively drives transactions to closure by timely meeting documentation and process requirements and influencing others to meet deadlines while effectively maintaining relationships between customers, vendors, internal departments, outside counsel, closing and title agents, etc.
Ensures the critical information for each customer deal is organized, compliant and accounted for through negotiations, documentation, booking and funding.
Determines closing requirements based on transaction structure after review of commitments and other approval documentation, and obtains satisfactory supporting documentation.
Manages and monitors the closing process by anticipating and resolving closing issues, and advocating and recommending solutions and alternatives to satisfy customer needs while balancing against risk and business requirements.
Has authority to independently resolve customer issues.
Ensures compliance with all transaction requirements through prudent closing and commercial lending practices, leasing and sales standards.
Generates customer documents via internal systems in a timely and accurate manner. Ensures the timely completion of document storage and retention.
Performs reviews of commercial leases and loans to ensure compliance with established policies and standards.
Calculates pricing/supertrump updates for money cost, interim rent, indexing.
Manually reviews and validates usury rules on all loans and quasi transactions.
Basic understanding of sales tax/property tax pertaining to commercial leasing, including manually calculating sales tax in certain states.
Qualifications
1 year of experience with a financial institution, customer service, financial services operations, paralegal, or contract management with exposure to loan and/or lease documents.
General knowledge of accounting with strong analytical, problem‑solving, and decision‑making skills.
Demonstrated ability to discern complex elements of transactions and consistently choose the correct course of action.
Ability to deal with multiple priorities and meet deadlines.
Strong oral and written communication skills. Ability to document, plan, market, and execute programs.
Desired Characteristics
Equipment leasing experience.
PC proficiency with Microsoft Office suite, especially Word and Excel. Effective verbal and written communication skills. Ability to interface with customers, third parties, and key internal stakeholders.
Ability to perform in a fast‑paced environment and adapt to change.
Salary and Benefits
Annual compensation range: $61,200.00–$91,800.00 (U.S. only).
Eligible for performance‑based incentive compensation, including cash bonuses and long‑term incentives.
Comprehensive benefits package: medical, dental, vision, paid time off, 401(k) plan with employee and company contributions, life, disability, accident insurance, tuition reimbursement.
Employment Details
Remote location.
No visa sponsorship available for this position.
Position requires legal authorization to work in the United States.
Conditioned upon successful completion of a drug screen (if applicable).
Equal Employment Opportunity GE HealthCare is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity, age, disability, veteran status or other characteristics protected by law.
Relocation Assistance No relocation assistance is provided.
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Roles and Responsibilities
Proactively drives transactions to closure by timely meeting documentation and process requirements and influencing others to meet deadlines while effectively maintaining relationships between customers, vendors, internal departments, outside counsel, closing and title agents, etc.
Ensures the critical information for each customer deal is organized, compliant and accounted for through negotiations, documentation, booking and funding.
Determines closing requirements based on transaction structure after review of commitments and other approval documentation, and obtains satisfactory supporting documentation.
Manages and monitors the closing process by anticipating and resolving closing issues, and advocating and recommending solutions and alternatives to satisfy customer needs while balancing against risk and business requirements.
Has authority to independently resolve customer issues.
Ensures compliance with all transaction requirements through prudent closing and commercial lending practices, leasing and sales standards.
Generates customer documents via internal systems in a timely and accurate manner. Ensures the timely completion of document storage and retention.
Performs reviews of commercial leases and loans to ensure compliance with established policies and standards.
Calculates pricing/supertrump updates for money cost, interim rent, indexing.
Manually reviews and validates usury rules on all loans and quasi transactions.
Basic understanding of sales tax/property tax pertaining to commercial leasing, including manually calculating sales tax in certain states.
Qualifications
1 year of experience with a financial institution, customer service, financial services operations, paralegal, or contract management with exposure to loan and/or lease documents.
General knowledge of accounting with strong analytical, problem‑solving, and decision‑making skills.
Demonstrated ability to discern complex elements of transactions and consistently choose the correct course of action.
Ability to deal with multiple priorities and meet deadlines.
Strong oral and written communication skills. Ability to document, plan, market, and execute programs.
Desired Characteristics
Equipment leasing experience.
PC proficiency with Microsoft Office suite, especially Word and Excel. Effective verbal and written communication skills. Ability to interface with customers, third parties, and key internal stakeholders.
Ability to perform in a fast‑paced environment and adapt to change.
Salary and Benefits
Annual compensation range: $61,200.00–$91,800.00 (U.S. only).
Eligible for performance‑based incentive compensation, including cash bonuses and long‑term incentives.
Comprehensive benefits package: medical, dental, vision, paid time off, 401(k) plan with employee and company contributions, life, disability, accident insurance, tuition reimbursement.
Employment Details
Remote location.
No visa sponsorship available for this position.
Position requires legal authorization to work in the United States.
Conditioned upon successful completion of a drug screen (if applicable).
Equal Employment Opportunity GE HealthCare is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity, age, disability, veteran status or other characteristics protected by law.
Relocation Assistance No relocation assistance is provided.
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