Job Description

Job Description

Job Description

POSITION: OPERATIONS MANAGER

We are seeking an Operations Manager to become an integral part of our team. The Operations manager should possess strong knowledge of equipment leasing and documentation, multitasking and decision-making skills to address risks and have the ability to implement proactive solutions. Robust organizational, project management, and problem-solving skills are expected.

JOB RESPONSIBILITIES

· Developing and implementing initiatives and solutions to improve productivity and enhance profitability.

· Monitor workflow to meet customer and vendor timelines for funding lease transactions

· Hiring, supervising and training employees to meet the goals of the department

· Provide resolution and troubleshooting on deals in the documentation and funding process to ensure compliance with credit requirements and documentation guidelines and procedures

· Work with senior sales personnel to provide resolutions on documentation issues.

· Review transactions to outline documentation requirements and urgencies.

· Prepare legal documents and amendments required by funding sources.

· Review changes to lease documents requested by customers and prepare Addendums to present to debt sources for approval. Negotiate with all parties to come to mutual agreement and final documents and ability to work with outside counsel.

· Work with customers to resolve delinquencies, assumption of lease process and changes of ownership

· Oversee proper handling and tracking of vehicle titles and insurance

· Calculate and confirm early payoffs to send to customers and handle requests for disbursement of funds to debt sources, delegate tasks to administrative staff.

· Prepare documentation packages on complex transactions and draft Resolutions for various types of form of organization.

· Assist with setting up new funding sources including written program guidelines for documentation as well as negotiating terms for discounting agreements.

· Liaison between the company and funding sources to maintain good funding relationships

· Maintain UCC-1 database to maintain perfected security interest on all active leases

· Prepare Credit extension notices, Demand Letters, and wires as needed.

· Execute lease documents, POA’s and all other documents as required.

**The job duties listed above are not an exhaustive list of every task the Receptionist/Office Administrator will perform but are intended to provide a representative summary of the major duties and responsibilities. They may be required to perform additional, position-specific duties.

EXPERIENCE/SKILLS

· A highly professional appearance and demeanor.

· Minimum of 5 years’ experience in management and operations in a financial and/or equipment leasing institution

· Intermediate skills in Microsoft Office (Word, Excel, PowerPoint).

· Intermediate skills in MS Outlook and Internet navigation.

· The ability to prioritize and handle multiple tasks.

· The ability to type a minimum of 40 wpm.

· Excellent verbal and written communication, including excellent phone etiquette.

· Effective project management to meet all deadlines.

· Effectively handles confidential and sensitive information and materials.

· Professional - interacts with high-level contacts internally and externally.

· High degree of tact, diplomacy, discretion and judgment.

EDUCATION /QUALIFICATIONS

· BA (in business preferred)

· Relevant experience and training with operations

BENEFITS

Jules and Associates, Inc. offers competitive benefits which include:

· Vacation and Sick Time,

· Paid Holidays,

· Medical, Dental, Paid Life Insurance,

· 401(k).

Founded in 1989, Jules and Associates is one of the nation’s fastest growing, privately-held equipment financing corporations. Since inception, we have originated over $2.0 billion in assets and have established a strong history of working closely with companies of all sizes. Our decades of experience has allowed us to service the industries that fuel the country’s economy, including the Medical, Manufacturing, Distribution, Transportation, Construction and Food Service sectors. Jules and Associates main focus is to provide each of our clients with customized finance options that meet their respective, unique needs. Our top-rated customer service and overall formula for success have propelled us to be consistently ranked within the top 20 independent leasing companies in the nation. Headquartered in Los Angeles with an additional office in Costa Mesa, Jules and Associates has proudly maintained the same ownership and management for over 30 years.

Company Description

Founded in 1989, Jules and Associates is one of the nation’s fastest growing, privately-held equipment financing corporations. Since inception, we have originated over $2.0 billion in assets and have established a strong history of working closely with companies of all sizes. Our decades of experience has allowed us to service the industries that fuel the country’s economy, including the Medical, Manufacturing, Distribution, Transportation, Construction and Food Service sectors. Jules and Associates main focus is to provide each of our clients with customized finance options that meet their respective, unique needs. Our top-rated customer service and overall formula for success have propelled us to be consistently ranked within the top 20 independent leasing companies in the nation. Headquartered in Los Angeles with an additional office in Costa Mesa, Jules and Associates has proudly maintained the same ownership and management for over 30 years.

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