Job Title: Equipment Finance Operations Specialist
Department: Loan Operations
Location: Pittsburgh, PA
Summary of the Position:
The Equipment Finance Operations Specialist performs quality review of equipment loan and lease documents and monitors the Aspire system to ensure that all transactions are in compliance with TriState Capital Bank policies. Prior to documentation, the Equipment Finance Operations Specialist completes all required customer and collateral due diligence (including KYC, ordering good standing, ordering and reviewing UCC lien searches, etc.).
Primary Functions of the Position:
- Reviews all documentation and determines that terms and conditions align with the Credit Approval and verifies that equipment invoices are accurate and complete
- Prior to funding, verifies that all required loan/lease documents are signed and received, proof of payment is satisfied, collateral is properly insured, and all required lien perfection documents have been completed accurately
- Works with vendors and customers to ensure that all equipment and vehicles are titled properly in a reasonable timeframe
- Assists customers with invoice and account questions
- Processes funding and payments, prepares payoffs and releases all collateral, monitors and follows up on exceptions, completes modifications or maintenance requests on existing deals
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and work experience
- Minimum of 5 years of experience preparing commercial equipment loan/lease documents
Essential Skills and Abilities:
- Knowledge of various lease structures
- Demonstrated knowledge of loan documentation and lending regulations
- Demonstrated ability to effectively interface with clients and internal and external partners, including members of the sales and credit teams, internal and external legal counsel, vendors, and insurance companies
- Ability to work independently and proactively while exercising sound judgement
- Excellent organization skills and strong attention to detail
- Ability to prioritize effectively in a fast-paced environment
- Willingness to work additional hours during peak periods to meet service level
- Experience with Aspire and pricing software (such as TValue and SuperTRUMP) is a plus
Summary of the Position:
TriState Capital relies on Project Managers to deliver projects that meet business objectives within time, scope, and budget. The Senior Project Manager is responsible for project origination, planning, execution, and finalization in accordance with bank procedures to achieve timelines, milestones, and budgets. This includes requirements development, resource planning, and coordinating project team members (internal and external) to complete project deliverables. TriState Capital relies on PMs to deliver projects that meet business objectives within time, scope, and budget.
Primary Functions of the Position:
- Directly manages 4-5 enterprise projects, facilitating the project through its lifecycle
- Manages changes to project scope, schedule, and costs using appropriate verification techniques.
- Measures project performance using appropriate tools and techniques.
- Holds periodic project stand ups and project status meetings (daily to weekly)
- Completes project status reports, escalates to various levels of management as needed.
- Maintains projects in the TriState Capital Bank’s PMO system.
- Assists in the definition of project scope, requirements, and objectives involving all relevant stakeholders and ensuring technical feasibility.
- Ensures resource availability and allocation and coordinate internal and external (third parties/vendors) resources for the flawless execution of projects.
- Develops project plans to monitor and track progress.
- Works with team members to perform risk management assessment to minimize project risk.
- Establishes and maintains relationships with third parties and vendors, and successfully manages the relationship with the client and all stakeholders throughout the project
- Creates and maintains comprehensive project documenting.
- Develops and maintains templates within the bank’s project management system
- Mentors internal and external team members to PMO standards.
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- 7-10 years technology project management experience
- 3-5 years supervisory experienced preferred
- 5 years banking or financial industry experience a plus
- PMP certification preferred
Essential Skills and Abilities:
- Ability to use independent judgement and critical thinking
- Strong quantitative and analytical skills
- Excellent client facing and internal communication skills
- Excellent written and verbal communication skills
- Solid organizational skills and attention to detail
- Ability to multi-task and manage various projects simultaneously
- Capacity to manage high stress situations; conflict resolution skills
