Fleet Lease Documentation Specialist

Bancorp Bank; Crofton, Northern (MD, KY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

The Bancorp Bank is seeking a Relationship Support Representative within Fleet Management Services. You will provide documentation, reporting, and administrative support to the Vehicle Lease Division, and deliver superior customer service to fleet customers and vendors.

This role emphasizes accuracy, timely processing, and collaboration with sales, operations, and management to ensure compliant funding and booking.

Qualifications

• High School diploma or GED equivalent or an equivalent combination of training and experience.
• 1 year of professional experience, preferably in the automotive industry.
• Demonstrating a high level of vehicle product understanding. Automotive fleet leasing experience.
• Excellent verbal, written, and interpersonal communication skills.
• Team player, able to work effectively in a team fostered, multi-tasking environment.
• Strong organizational and time management skills with the ability to work in a fast-paced environment.
• Ability to prioritize and organize multiple competing tasks and demands.
• Strong computer and data entry skills.

Responsibilities

• Identifies support documents needed by each vehicle lease type, customer category, and ensures documentation is completed for each vehicle lease.
• Verifies and ensures complete supporting documentation package is prepared prior to sending lease for funding or booking.
• Enters vehicle lease documentation into the vehicle lease management system, keeping abreast of system changes and adjusting documentation and data entry processes accordingly.
• Informs and escalates problems to management regarding incomplete or incorrect documentation to ensure documents follow all applicable rules and regulations.
• Maintains awareness of updates and changes within the vehicle leasing documentation process and develops open communication with inter-department leasing staff.
• Develops close working relationships with vehicle sales account representatives, lease operations team, and vehicle leasing finance manager to provide status and report updates.
• Completes all training in accordance with assigned daily tasks as well as quarterly compliance training courses.
• Participates in regularly scheduled team meetings to review updates and changes to policies and procedures, and discuss concerns regarding funding and bookings.
• Performs other duties as assigned.

Skills

Excellent verbal written interpersonal

Team player

Organizational skills

Time management

Prioritization of tasks

Data entry skills

Strong computer skills

Education

High School diploma or GED

Tools

Vehicle lease management system

Job description

The Bancorp Bank is seeking a Relationship Support Representative within Fleet Management Services. You will provide documentation, reporting, and administrative support to the Vehicle Lease Division, and deliver superior customer service to fleet customers and vendors.

This role emphasizes accuracy, timely processing, and collaboration with sales, operations, and management to ensure compliant funding and booking.