About the role
The Leasing Operations Coordinator is responsible for managing lease documentation, billing setup, contract administration, and funding activities for both Revco and third-party leasing programs. This role serves as a key liaison between sales, accounting, leasing partners, and customers to ensure lease transactions are processed accurately, billed timely, and maintained in company systems. The ideal candidate is detail-oriented, highly organized, and able to manage multiple priorities in a fast-paced environment.
Essential Duties and Responsibilities
Lease Administration
- Generate lease agreements and supporting documentation by validating contract attributes and customer information.
- Create lease amendment documents and maintain accurate records within Salesforce and other internal systems.
- Track document execution through DocuSign and ensure fully executed agreements are properly stored.
- Review and enter new leases and amendments into internal lease management systems, ensuring accuracy and completeness.
- Configure new lease contracts for customer billing and applicable document fees.
- Prepare and distribute special lease-related documents requiring customer signatures.
Billing and Funding Operations
- Calculate lease charges and billing amounts for new contracts and amendments.
- Enter billing information into internal spreadsheets, Salesforce, and related systems.
- Review billing transactions for accuracy prior to submission to Accounts Receivable.
- Coordinate funding activities for third-party lease transactions, including:
- Determining funding requirements.
- Calculating amounts due between leasing partners and the company.
- Identifying when additional funding is required.
- Coordinating payments to leasing companies or customers as appropriate.
- Enter accounts payable invoices related to equipment financing and leasing transactions.
Third-Party Lease Support
- Manage billing timelines for third-party lease agreements.
- Monitor and obtain outstanding signed lease documents to ensure timely processing.
- Provide backup support for third-party leasing operations.
- Respond to customer inquiries regarding third-party lease agreements and billing.
Sales and Customer Support
- Support Account Executives by:
- Answering lease-related questions.
- Verifying required documentation has been submitted for billing.
- Preparing documents for electronic signature through DocuSign.
- Updating payoff requests within Salesforce.
- Communicating customer payoff requests and status updates.
- Gathering and providing information requested by sales representatives.
- Assist with special accounts, unique transactions, and other projects as needed.
Qualifications
- Associate degree in Business, Accounting, Finance, or related field preferred; equivalent experience will be considered.
- 2 years of experience in lease administration, finance operations, contract administration, billing, or a related field preferred.
- Experience with Salesforce, DocuSign, Microsoft Excel, and ERP/accounting systems preferred.
- Strong attention to detail with the ability to review and validate financial and contract information.
- Excellent organizational and time-management skills.
- Ability to manage multiple projects and meet deadlines.
- Strong written and verbal communication skills.
- Customer service mindset with the ability to work collaboratively across
Benefits
- Paid Time Off
- Sick Days
- Paid Holidays
- 401k match Pension
- Work-life Balance
- Full Medical, Dental & Vision HSA
- Life Insurance
- Local Volunteer Opportunities
This role plays an important part in ensuring lease transactions are processed efficiently, customers are billed accurately, and sales teams receive the operational support needed to deliver an exceptional customer experience.