Umpqua Bank Financial Pacific Leasing - Booking Coordinator - Federal Way in Tacoma, Washington

Financial Pacific Leasing (A Subsidiary of Umpqua Bank) is a commercial equipment leasing company located in Federal Way, WA. Established in 1975, we are a leader in the leasing industry and we take pride in our employees. We strive to create a work environment that is rewarding, challenging and a fun experience. Qualified Applicants should enjoy working as a team and independently, possess strong communication skills and have experience in working with a fast paced, goal oriented environment. Excellent benefits and retirement package.

Job Summary: Responsible for accurately completing all new lease files and forbearance files, to include, UCC completion including fixture filings, clean-up, finalizing, completing the ACH and insurance process, accurate data entry into appropriate systems, scanning, indexing and finalizing. Analyzes information received to ensure it is correct and follows up with outside sources to obtain any information needed. Performs all other duties as assigned by management.

Personal Attributes: Strong work ethic, effective interpersonal skills including excellent verbal and written communication, team and goal oriented, professional attitude, work well under pressure, attention to detail, organized, flexible, honest.

Essential Duties and Responsibilities:

  1. Complete new lease files, forbearance files, the ACH process and the insurance process accurately, efficiently and in a timely manner. Audit file and paperwork for accuracy to ensure completion of company and documentation requirements.

  2. Book forbearance files accurately and efficiently.

  3. Has a complete understanding and follows all company and credit policies.

  4. Accurately uses knowledge of company systems and performs the task to the benefit of the company and our customers, internal and external.

  5. Maintain workflow to ensure we are in compliance with UCC filing, all ACH and all insurance requirements. Complete UCC's and fixture filings with in the time frame required, by inputting the needed information into the appropriate data base module. Provide additional information to UCC filing source as needed to ensure F.P. is secure in its' interest of the equipment leased. Processes UCC urgent responses in a timely manner and complete UCC responsibilities as assigned.

  6. Complete new lease files, to include clean up and finalizing. Organize files according to standard filing procedures.

  7. Complete insurance data entry in the appropriate systems accurately and efficiently. Follow up with any outside sources needed to obtain complete insurance information as needed.

  8. Complete ACH process in a timely manner to ensure information is given to appropriate person for data entry.

  9. Ensure all new lease files, forbearance files, ACH documents and insurance certificates are scanned and indexed.

Licenses/Certification: None Required.

Other Training, Skills and Experience Requirements: Must be a high school graduate or equivalent.

PHYSICAL REQUIREMENTS & WORKING CONDITIONS

Work involves sitting, occasional walking, and lifting up to 10 pounds. Requires close visual acuity. Normal office environment. Limited travel.

No relocation offered.

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.