Document Transaction Associate

Job Duties

Primary Duties:

• Assist in the documentation process for vendor transactions originated by MBEF’s sales team and approved by MBEF’s credit underwriting team or MB credit committee.

o Entering applications.

o Document preparation.

o Contract closing.

o Funding the vendor.

o Contract booking.

o Transaction review.

• Administrative support to the MBEF Document Transaction Team.

o Wet ink file processing.

o Document scanning.

o Title follow-up and processing.

o Insurance follow-up and processing.

o Community Reinvestment Act documentation processing.

o End of Lease letter processing.

o Backup customer service team member.

o This position will assist the Document Transaction Manager, as needed, in traditional equipment finance administration functions and completing other administrative activities as needed.

• Regular and dependable attendance is an essential function of this job.

• Employee will be expected to contribute to a positive working environment through words and actions.

• Employee will be expected to greet internal and external customers in a friendly and outgoing manner.

• Employee will be expected to take responsibility to ensure that internal and external customers receive outstanding customer service.

• Employee may be asked to perform other duties as required by business needs.

• Employee will be expected to complete compliance and product knowledge assignments in a timely manner.

Minimum Education Required

Requires High School Degree. Prior experience in lending, equipment finance, and banking preferred. Strong analytical, problem solving skills desired. Requires individual with strong verbal and written communication skills and the ability to express ideas in a clear, thorough, and concise manner. Must possess a positive and helpful attitude with the ability to meet deadlines. Must be proficient in Microsoft Suite programs.

Amiable personality. Must be an excellent team worker.

Minimum Experience Required

Must have strong verbal and written communication skills, a positive and helpful attitude when working under deadlines, and proficiency in Microsoft Suite programs. Prior experience in lending, equipment finance, and banking preferred. Strong analytical, problem-solving skills desired.

Shift

First (Day)

Number of Openings

1

Compensation

$

Postal Code

55343

Job Type

Full Time

Place of Work

On-site

Requisition ID

35795

Job Benefits

Health Plans and Insurance – Our health insurance plans provide several flexible options through widely accepted insurance networks. In addition, we also offer dental, vision, life insurance, short-term and long-term disability insurance, supplemental insurance coverage and much more.

Retirement – Merchants strives to educate each employee on the importance of saving for retirement early. We offer a 401(k) with an employer match and an Employee Stock Ownership Program (ESOP), which makes our employees joint owners in our company.

Paid Time Off (Vacation, etc.) – We understand the importance of work/life balance and offer vacation, holiday, float and sick time. Plus, employees can access our Emergency Leave Bank (ELB) during a time of personal emergency, which is funded through the donation of time from other Bank employees.

Success Sharing Plan/Bonus – When all of our employees succeed, we celebrate our success. Eligible employees can join our success sharing plan after six months of employment.

Employee Development and Career Advancement – Merchants provides education and development opportunities to all of its employees. Our Training and Development Department provides access to webinars, seminars, customer service, sales coaching and more. In addition, our annual review process provides a time for goal-setting and career path planning. We are committed to growing our people.

Wellness Plan – Our employees are reimbursed for eligible fitness and exercise-related expenses each year up to a certain dollar amount.

Banking Benefits – We offer special terms, rates and discounts on bank accounts, loans and other products to provide savings to our employees.

Community Involvement – Merchants values being a true community partner in each of the communities we serve. Because of this, we strongly encourage our employees to be active on local boards and volunteer for community organizations.

Tuition Reimbursement – As a benefit for our full-time employees, we reimburse those seeking higher education for credit, courses and/or books, based on their grades and according to program guidelines.