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Client Specialist - TCF Capital Solutions Full-time Job

5 months ago Marketing & Communication Minnetonka   194 views
Job Details

TCF Capital Solutions is currently looking for a Client Specialist to join their team!

Position Summary

Responsible for the management and control of both indirect and direct equipment lease and loan transactions. Ensure compliance with all required approval terms, policies and procedures, documentation requirements, pricing parameters, UCC compliance and any other transactional or program requirements. Work independently with internal departments and sources to ensure that transactions are funded and booked both accurately and timely and that the company’s interests are perfected and protected.

Major Areas of Accountability

  • Manage multiple stages throughout the life cycle of a loan or lease including commencement, execution and end of term activities. Identify transactional issues and proactively offer solutions during the audit process while ensuring internal transactional compliance and accuracy while meeting client requirements.
  • Accurately audit and approve transactions for funding and booking within compliance, credit, company and legal requirements. Responsibilities include validation of legal entity and name structure, equipment cost, vendor invoicing, pricing, tax and deal structure.
  • Work directly with clients to execute transactions, obtain funding requirements, resolve issues and provide a high level of client satisfaction. Engage internal teams when necessary to ensure any issues are resolved to allow for accurate and timely funding's. Grant funding authorization to release funds to commence equipment lease and loan transactions.
  • Responsible for ensuring ownership interest in the equipment and/or security interest in the collateral is perfected by either filing a UCC and/or review of appropriate searches, release, subordinations and necessary recordings.
  • Understand various complexity levels of product and deal structures; including but not limited to user to user, sale leaseback, all asset collateral and syndication and discounting source transactions. Can independently identify specific items and core contractual issues and suggest resolution to issues prior to completing funding and booking activities.
  • Perform system maintenance, reporting and reconciliation activities associated with the booking funding and servicing activities for both loan and lease transactions.
  • Maintain accordance with key departmental performance measurements and service level agreements.

Minimum Qualifications:

  • Bachelor’s degree or equivalent work experience.
  • strong written and verbal communication skills with attention to detail
  • Ability to multitask in a deadline driven fast-paced environment
  • Ability to deliver customer focused solutions
  • Demonstrated analytical problem solving and troubleshooting skills.
  • Ability to make sound, responsible decisions in a timely manner
  • Strong PC skills, including Excel
  • Demonstrated analytical problem solving and troubleshooting skills.

Preferred Qualifications:

  • 2+ years of contracts experience or related business experience
  • Previous leasing, financial or lending services experience
  • CRM system knowledge
  • Working knowledge of UCC/Lien requirements
  • Proven track record in process optimization and improvement

Build your career with TCF

You have room to grow at TCF. We promote from within whenever possible. You can expand your career in the financial services industry through our network of operations: retail and commercial banking, inventory and equipment financing, and corporate services. Established in 1923, TCF has maintained a strong foundation. TCF has over 340 branches in Minnesota, Illinois, Michigan, Colorado, Wisconsin, Indiana, Arizona and South Dakota, providing retail and commercial banking services. TCF also conducts commercial leasing, indirect auto finance, and equipment finance business in all 50 states, and commercial inventory finance business in all 50 states and Canada.

Build a better community with TCF

We are helping make life better in the communities we serve, and we encourage our team members to do so as well. We offer free financial education for teens and adults. Our foundation contributes more than $3 million annually, with preference for organizations where our team members volunteer. We match team members’ contributions to qualified

Organizations and we match volunteers with organizations that need the time and talents our team members can provide.

Our Benefits

TCF encourages open employee communications and promotes from within whenever possible. We offer competitive pay, a comprehensive benefits plan, and opportunities for career advancement. For more details on our benefits, click on the Employee Benefits link on our career page.

We’re proud to be an equal opportunity employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, or other status protected by applicable law. TCF is proud to be an affirmative action/equal opportunity employer. Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Primary Location:USA-Minnesota-Minnetonka-Us-Mn-Minnetonka- 11100 Wayzata Blvd

Work Locations: Us-Mn-Minnetonka- 11100 Wayzata Blvd 55305

Company Description
TCF is a national bank holding company based in Wayzata, MN. As of June 30, 2016, TCF had $21.1 billion in total assets and 342 branches in Illinois, Minnesota, Michigan, Colorado, Wisconsin, Arizona and South Dakota, providing retail and commercial banking services. Through its subsidiaries, TCF also conducts commercial leasing, equipment finance and auto finance business in all 50 states and commercial inventory finance business in all 50 states and Canada.