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People's United Bank Relationship Specialist in MOBERLY, Missouri

Job Description:


The Relationship Specialist Temp is responsible for entering all lease applications timely and accurately in accordance with our company policies and standards. Investigate and compile all necessary information required for the decisioning of a lease application in a timely manner (where applicable). Works with the Operations and Credit Departments in achieving proper turnaround time expectations. The DSR is responsible for managing all aspects of the vendor/customer relationship at the transactional level once the documentation is received.


o Timely input of new applications into the system.

o Gather additional credit data, using a variety of investigation methods including business verification; bank and trade references. (where required)

o Create and send decision notifications. (when required)

o Timely preparation of documentation,

o Obtain executed documentation from vendor/customer

o Review documents for accuracy

o Obtain correct invoices and confirm delivery and installation of equipment with the vendor,

o Prepare/issue purchase orders (when required)

o Coordinate delivery & acceptance of the equipment with the customer, and reconcile any issues prior to funding, obtaining any necessary change addendums to ensure correct documentation.

o Verify that the appropriate pricing and profitability requirements are achieved.

o Consult with Legal and Credit on the development or issuance of customized documents.

o Timely filing of UCC’s, initiate lien searches and site visits, as required.

o Provide proactive and accurate verbal and written communication.

o Complete backlog follows up to increase the volume

o Facilitate problem resolution.

o Perform other duties as assigned.

o Assume job responsibilities for co-workers when they are out of the office.

o Maintain follow-up logs and projection reports.

Job Requirements:

Education and/or Experience:

o Bachelor's Degree desirable and/or 2-4 years comparable business experience required.

o Equipment leasing experience preferable

Technical/Functional Skills and Knowledge:

o Strong PC proficiency using MS Office.

o Mathematical Skills: Ability to calculate figures and amounts such as discounts, percentages, interest, and commissions. Knowledge of HP17B or HP12C and T-Value is a plus.

o Strong ability to communicate/build relationships with people.

o Ability to solve practical problems.

o Detail-oriented.

o Ability to work in a fast-paced environment and perform multiple tasks

Posting Title:

Relationship Specialist

Employment Type:

Full Time

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People's United Bank and its subsidiaries are equal opportunity and affirmative action employers EOE-Females/Minorities/Protected Veterans/Individuals with Disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status or any other legally protected status.