Civista Bank
Description:
Position Purpose: To support the Civista Leasing & Finance Team. Key Accountabilities, Responsibilities and Expectations:
- To deliver the Civista Experience through engaged interactions with clients, internal departments, and team members 100% of the time.
- Professionally handle all incoming client calls and in a responsive manner, meeting all client needs, including general account and invoicing questions.
- Maintain accurate information in the Salesforce database. Documenting all client interaction in the Salesforce database.
- Manage title work compliance, assisting clients with any title work related issues, releasing liens as necessary.
- Manage insurance compliance, assisting non-recourse funders with maintaining insurance requirements, follow-up and address expiring/expired insurance, and manage insurance document in internal folders.
- Manage end of contract actions, including sending out Bill of Sale/Paid in Full, and updating systems.
- General office duties include maintaining the phone system (conference lines & new employee set-up), coordinating off-site storage of files, office supply inventory, and manage the daily mail.
- Scan all completed/executed documents as required
- Follow all company policies.
Requirements:
Qualifications, Knowledge, and Skills:
- Associate's degree in business administration, or equivalent work experience.
- Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and leasing regulations.
- Solid computer literacy (Word, Excel) with accurate data entry skills; proficient knowledge of working with spreadsheets and creating formulas. Ability to become proficient in use of specific software required for position.
- Must have or obtain a notary public.
- A high level of initiative, thoroughness, accuracy and organizational skills required.
- Detail oriented with strong analytical skills required with solid oral and written communication skills.
- Ability to manage multiple priorities/projects with varied deadlines
- Above average knowledge of technology and willingness to adapt to new software technologies.
Physical Requirements:
- This position is physically located in the Pittsburgh PA area.
- Work involves eye strain due to the constant use of computer screens and reading of reports.
- Work involves sitting the majority of the workday.
- Work involves being flexible, attending required training/meetings, and so forth.
EOE - Race/Sex/Disability/Veteran
Please see job description
PI267486532
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