Financial Services Ops Specialist - Deal Closer/Conversion

GE HealthCare; United States; Remote; USD 55,000 - 83,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401(k) plan

Life insurance

Disability insurance

Tuition reimbursement

Job summary

GE HealthCare is seeking a professional to manage equipment lease/loan financing documentation, audits, and closing activities for financed transactions. You will coordinate with Risk, Sales, Customers and Vendors to ensure compliant and efficient deal processing.

The role emphasizes proactive closing, accurate documentation, and customer advocacy, using a strong understanding of lease and loan instruments and related tax considerations.

Qualifications

• 2 years of experience with a financial institution, customer service, or contract management involving loan/lease documents.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Drive transactions to closure by meeting documentation and process requirements.
• Organize and audit information for each customer deal.
• Determine closing requirements after reviewing commitments and approvals.
• Manage closing process and resolve issues while balancing risk and business needs.
• Generate customer documents and ensure timely storage and retention of records.

Skills

Financial documentation

Communication

Analytical thinking

Attention to detail

Tools

Microsoft Office

Excel

Job description

Job Description Summary

In this role, you will be responsible for preparing equipment lease/loan financing documentation packages (leases, loans, promissory notes, etc.), auditing and closing of all assigned tasks for financed transactions. Provide originations transactional support to the deal team. Ensures compliance and processing effectiveness for all deals. Owns the communication and information exchange between Risk, Sales, Customers and Vendors. Serves as a customer advocate/point person.

GE HealthCare is a leading global medical technology and digital solutions innovator. Our purpose is to create a world where healthcare has no limits. Unlock your ambition, turn ideas into world-changing realities, and join an organization where every voice makes a difference, and every difference builds a healthier world.

Job Description

Roles and Responsibilities

• Proactively drives transactions to closure by timely meeting documentation and process requirements and influencing others to meet deadlines while effectively maintaining relationships between customers, vendors internal departments, outside counsel, closing and title agents, etc.
• Ensures the critical information for each customer deal is organized, compliant and accounted for through negotiations, documentation, booking and funding.
• Determine closing requirements based on transaction structure after review of commitments and other approval documentation, and obtain satisfactory supporting documentation.
• Manage and monitor closing process by anticipating and resolving closing issues, as well as advocating and recommending solutions and alternatives to satisfy customer needs after balancing against risk and business requirements. Has authority to independently resolve customer issues.
• Ensure compliance with all transaction requirements through the use of prudent closing and commercial lending practices, leasing and sales standards.
• Generate customer documents via internal systems in a timely and accurate manner. Ensure the timely completion of document storage and retention.
• Perform reviews of Commercial leases and loans to ensure compliance with established policies and standards.
• Calculate Pricing/Supertrump updates for Money Cost, Interim Rent, Indexing.
• Manually review and validate Usury Rules on all Loans and Quasi transactions.
• Basic understanding of Sales Tax/Property Tax pertaining to commercial leasing, including manually calculating sales tax in certain states.

Qualifications

• 2 years of experience with a financial institution, customer service, financial services operations, para legal, or contract management with exposure to loan and/or lease documents.
• General knowledge of accounting with strong analytical, problem solving, and decision-making skills.
• Demonstrated ability to discern complex elements of transactions and consistently choose the correct course of action.
• Ability to deal with multiple priorities and meet deadlines.
• Strong oral and written communication skills. Ability to document, plan, market, and execute programs.

Desired Characteristics

• 2 years equipment leasing experience.
• PC proficiency with Microsoft office suite with emphasis on Word and Excel.
• Effective verbal and written communication skills. Ability to successfully interface with customers, third parties and key internal stakeholders.
• Ability to perform in a fast-paced environment and adaptable to change.

Our total rewards are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you'd expect from an organization with global strength and scale, and you'll be surrounded by career opportunities in a culture that fosters care, collaboration and support.

We will not sponsor individuals for employment visas, now or in the future, for this job opening.

For U.S. based positions only, the pay range for this position is $55,200.00-$82,800.00 Annual. It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case. The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location. In addition, this position may also be eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).

GE HealthCare offers a competitive benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.

• medical
• dental
• vision
• paid time off
• a 401(k) plan with employee and company contribution opportunities
• life
• disability
• accident insurance
• tuition reimbursement

Additional Information

GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer . Employment decisions are made without regard to race, color, r