Financial Services Ops Specialist – Deal Closer/Conversion

GE HealthCare

. Prepare equipment lease/loan financing documentation packages, including leases, loans, and promissory notes .

Posted 10/21/2026full-timeRemote • United StatesJuniorMid-Level💰 $55,200 - $82,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing and managing equipment lease and loan financing documentation, ensuring compliance with transaction requirements while effectively communicating with customers and stakeholders. Proficient in analyzing complex transactions and driving them to closure through strong organizational and problem-solving skills.

Highest-signal resume keywords

Equipment Leasing ExperienceFinancial Services OperationsDocument Preparation and ComplianceAnalytical and Problem-Solving SkillsMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lease DocumentationLoan DocumentationTransaction AuditingPricing CalculationUsury Rules ValidationSales Tax CalculationCommercial Lending StandardsDocument Storage and RetentionNegotiation SkillsClosing Process Management

Soft Skills

Strong Communication SkillsCustomer AdvocacyDecision-Making SkillsAbility to Manage Multiple PrioritiesAdaptability in Fast-Paced Environments

Industry Keywords

Financial InstitutionCustomer ServiceContract ManagementAccounting KnowledgeCompliance StandardsCommercial LeasingEquipment FinancingRisk ManagementInternal SystemsThird-Party Interface

About the role

Key responsibilities & impact

Prepare equipment lease/loan financing documentation packages, including leases, loans, and promissory notes
Audit and close all assigned tasks for financed transactions
Provide originations transactional support to the deal team
Ensure compliance and processing effectiveness for all deals
Own communication and information exchange between Risk, Sales, Customers, and Vendors
Serve as a customer advocate and point person
Drive transactions to closure by meeting documentation and process requirements and influencing others to meet deadlines
Maintain relationships with customers, vendors, internal departments, outside counsel, closing agents, and title agents
Organize and account for critical customer deal information through negotiations, documentation, booking, and funding
Determine closing requirements from transaction structure and approval documentation
Obtain satisfactory supporting documentation
Manage and monitor closing processes, anticipate and resolve issues, and recommend solutions balancing customer needs, risk, and business requirements
Independently resolve customer issues
Ensure compliance with transaction requirements using closing, commercial lending, leasing, and sales standards
Generate customer documents through internal systems
Complete document storage and retention
Review commercial leases and loans for compliance with policies and standards
Calculate Pricing/Supertrump updates for Money Cost, Interim Rent, and Indexing
Manually review and validate Usury Rules on loans and quasi transactions
Understand and calculate sales tax/property tax for commercial leasing in certain states

Requirements

What you’ll need

2 years of experience with a financial institution, customer service, financial services operations, paralegal, or contract management, with exposure to loan and/or lease documents
General knowledge of accounting
Strong analytical, problem-solving, and decision-making skills
Ability to discern complex elements of transactions and consistently choose the correct course of action
Ability to manage multiple priorities and meet deadlines
Strong oral and written communication skills
Ability to document, plan, market, and execute programs
Desired: 2 years of equipment leasing experience
PC proficiency with Microsoft Office Suite, especially Word and Excel
Effective verbal and written communication skills
Ability to interface successfully with customers, third parties, and key internal stakeholders
Ability to perform in a fast-paced environment and adapt to change
Must be legally authorized to work in the United States
GE HealthCare will not sponsor individuals for employment visas, now or in the future
Employment offer conditioned upon successful completion of a drug screen, as applicable

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Paid time off
401(k) plan with employee and company contribution opportunities
Life insurance
Disability insurance
Accident insurance
Tuition reimbursement
Professional development
Competitive compensation
Performance-based incentive compensation, which may include cash bonuses and/or long-term incentives (LTI)
Drug screen as applicable
Relocation assistance not provided