Financial Solutions Information Specialist

The Financial Solutions Information Specialist (FSI Specialist) is responsible for obtaining the required lease information for the sales team to support sales opportunities: trade-ups and lease credit approvals from Ricoh’s lease funding partners and 3rd Party financing companies as well as cash and in-house rental transactions from Ricoh. The FSI Specialist is also responsible to support management of the Lease Portfolio to ensure accuracy of information

Responsibilities:

• Manage Lease Trade-up requests with the applicable funder for any requests that are not auto-completed through the system (B2B)
• Obtain trade-up, settlement and buy-out quotes from Funding partners and 3rd Party Syndication Leasing companies;
• Upload all quotes and validate to ensure executed quotes are processed properly and provide to Ricoh Sales; and
• Provide competitive settlement quotes ensuring SLA’s are achieved
• Manage Lease Credit Applications
• Source credit approvals from the appropriate funder as required by the funding direction as established by Manager
• Provide Sales with response notifications for all Credit Approvals, Declines or Requests for Additional Information from Funding Partners, as applicable
• As required, submit requests for 3erd Party Syndication lease credit approvals
• Support Credit Manager as required for Cash and In-House Rental credit approvals from Ricoh Canada Credit
• Achieve required SLA targets
• Lease Portfolio Management
• Support management of the Lease Portfolio to ensure accuracy of information.
• Manage terminations of Lease and Finance contracts that require auto-termination at the end of the initial term (Software Payment Agreements and $1 Buyout Leases) through notifications to Sales and Contract Billing
• Monthly SLA reporting
• Responsible for the understanding and adhering to the specific requirements of the Policy and Procedures of the ISO Quality Management System, Sarbanes Oxley and ISMS

Qualifications

• Post Secondary Education
• Minimum of 2 years' related Leasing, Credit and Customer Service experience

Knowledge, Skills and Abilities:

• Microsoft Office: specifically Excel
• Strong communication (verbal and written) skills
• Excellent organizational and time management skills
• Accuracy and detail oriented
• Positive collaboration skills within a team environment, cross-functionally and works well independently
• Customer service orientated
• Able to multi-task