Lease Servicing Specialist

Description:

Position Purpose:

The Lease Servicing Specialist is responsible for a variety of tasks as it relates to leases and loans for customers of the leasing and finance division of the bank. This position is actively involved in payment processing as well as records management and tax filings. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve.

Key Accountabilities, Responsibilities and Expectations:

• Daily management of ACH and Wire processing for customers and vendors
• Customer service and account support
• Generate, compile and analyze customer records
• Sales and use tax and property tax preparation of filings and reconcilements
• Booking of new lease transactions
• Provide research and internal project support to the team
• All other duties as assigned and any activities that support the key accountabilities.

Requirements:

Qualifications, Knowledge and Skills:

• Two to four years' experience preferably in a financial institution or lease financing atmosphere.
• Associates Degree in Accounting preferred.
• Solid Computer literacy (Microsoft Office) with accurate data entry skills.
• Ability to become proficient in use of specific software required for position.
• A high level of initiative, independent judgment, thoroughness, accuracy and organizational skills required.
• Detail oriented with solid analytical skills.
• High level of confidentiality required.
• Solid oral and written communication skills; ability to interact with all levels of the organization.
• Ability to manage multiple priorities/projects with varied deadlines.

Physical Requirements:

• Work involves eye strain due to the constant use of computer screens, reading of reports, working with spreadsheets and so forth.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
• Work involves lifting and moving loan files of up to 15 lbs.
• Work involves ability to communicate in person and on the telephone, write, speak, read and hear.
• Work involves the ability to manipulate numbers, type, and sit for long periods of time.
• Work involves some travel to attend meetings, training, and so forth.

Pay Transparency Nondiscrimination Provision: ~~~Equal Opportunity Employer EEOC M/F/D/V

This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

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