Operations Specialist at Wsfs Financial in Philadelphia, Pennsylvania
Posted in Other about 4 hours ago.
Job Description:
Job Description
NewLane Finance is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization.
NewLane Finance is immediately seeking an experienced Operations Specialist with strong skills in, but not limited to, effective communication, ability to identify issues and provide solutions, attentiveness, and time management. The successful candidate will also possess an energetic, courteous, and professional demeanor. This position will be reporting to the VP of Finance.
Responsibilities
- Broad understanding of accounts receivable, payment application and account reconciliation.
- Prepares, reviews and mails monthly customer statements.
- Posts customer payments by recording cash, checks, and credit card transactions.
- Summarizes receivables by maintaining invoice accounts, coordinating monthly lock box transfer to accounts receivable account, verifying totals, and preparing reports.
- Perform cash management functions such as, but not limited to, depositing cash receipts.
- Identify inefficiencies within the current workflows and assist in the logical implementation of improvement.
- Assists other finance areas such as accounts payable.
- Willingness to learn new technology, processes and procedures.
- The Operations Specialist shall perform other duties in connection with the administration of leases as assigned or as business needs change.
Qualifications
- General knowledge of commercial equipment financing and the products thereof.
- The successful candidate will possess a positive and "customer-centric" attitude, adhering to NewLane's core values.
- Candidate must have a "business" mindset, with an understanding of the financial services industry - including an ability to understand all facets of financial services, such as leasing, secured lending and asset management.
- 1 to 2 years in relevant operations, customer service and commercial collections experience. Leasing/financial industry/banking sector is preferred.
- Exceptional organizational skills.
- Ability to work autonomously while displaying excellent written and verbal communication skills.
- Detail oriented and ability to remain patient and professional when interacting with customers.
- Ability to work quickly and efficiently without sacrificing quality.
- Proficient computer skills including MS Office Suite and ability to learn various proprietary software programs.
- Must have legal right to work in the U.S.
The successful candidate will receive competitive compensation, excellent benefits including Health, Dental, Vision, 401k) with match, flexible spending, Life Insurance, Short Term and Long-Term Disability Insurance, generous PTO, and much more...
NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
