About this role
Summary:
Pritchard All Four, part of the Pritchard Companies family, has been serving businesses for decades with reliable rental, leasing, and fleet solutions. Assist with finance and lease sales and documentation for commercial and business vehicle leases. It plays a key role in delivering a seamless, customer-focused leasing experience.
Reporting Structure:
Reports to Director of Fleet Services
Primary Responsibilities:
- Coordinate the preparation of loan/lease packages in compliance with policies and procedures and regulatory guidelines by gathering and reviewing necessary documents and information from commercial customers within designated time frames.
- Communicate with staff, customers/clients, financial partners, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file.
- Submit commercial credit applications to various financial partners.
- Ensure compliance with internal policies and customer service standards.
- Assist in selling, administering and managing in-house lease portfolios.
- Develop relationships across the business to be a trusted resource and problem solver on financial lease issues.
- Assist with additional projects, tasks and analysis to help support decisions, resolve issues or support other business needs
(Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.)
Ideal Skills & Experience:
- Knowledge of legal documents used to support applicable loan/lease processing.
- Ability to identify and resolve or escalate complex problems with minimal guidance.
- Ability to apply critical thinking for all elements of loan/lease documentation and preparation.
- Ability to master the financial partners documentation software.
- Ability to work effectively and accurately in a fast paced, professional environment.
- Strong organizational skills.
- Excellent verbal and written communication skills.
- Knowledge of MS Office Suite (Excel, Word, Powerpoint).
- Exceptional attention to detail.
- 2-4 years of experience in finance and insurance processing preferred.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local.
Other facts
About Pritchard Auto Company
PNI, Inc. is a 5th generation family-owned business headquartered in Iowa since 1913.
Pritchard Family Auto Stores seven dealerships provide quality customer service to those looking to purchase new and previously owned vehicles and top tier parts and service. We represent all domestic franchises.
Pritchard Family Auto Commercial Sales offers rebates, warranties and financing on new and used trucks and other heavy-duty vehicles. We stock Ford, Dodge and GM commercial vehicles.
What you'll do
- The Sales Consultant-Lease coordinates the preparation of loan/lease packages and communicates with various stakeholders to ensure compliance and resolve issues. They also assist in managing in-house lease portfolios and develop relationships to support financial lease issues.
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