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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong attention to detail and accuracy in processing Equipment Finance applications, while effectively managing multiple requests and collaborating with various teams. Proficient in handling sensitive financial information and adhering to compliance requirements.
Highest-signal resume keywords
Equipment Finance Application SetupKYC ActivitiesCustomer Financial Information VerificationMicrosoft OutlookOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Equipment FinanceTransaction ProcessingDocument ReviewData EntryFinancial Analysis
Soft Skills
Attention to DetailTime ManagementClear CommunicationAdaptabilityCollaboration
Tools & Technologies
Microsoft TeamsKYC System
Industry Keywords
Financial OperationsLeasingCustomer ServiceCompliance RequirementsService Expectations
Tech Stack
Tools & technologiesSwitching
About the role
Key responsibilities & impact- Receive and process requests through a shared email mailbox using a first-in, first-out workflow
- Set up large- and small-ticket Equipment Finance applications in applicable systems
- Review transaction packages to confirm required documents and information have been received
- Verify signed applications, customer financial information, and other required documentation
- Enter and maintain accurate customer and transaction information across multiple Equipment Finance systems
- Prepare and organize transaction information for credit analyst review
- Support preparation of large-ticket transactions involving exposure greater than $1 million
- Submit financial information for spreading and credit analysis
- Complete KYC activities for large- and small-ticket Equipment Finance transactions
- Monitor and process work from the KYC system queue
- Support application setup, credit-line withdrawals, and other transaction-related activities
- Identify missing information, documentation gaps, or data discrepancies and coordinate resolution
- Collaborate with credit analysts, documentation teams, sales partners, and operations teams
- Handle sensitive customer, financial, and transaction information responsibly
- Follow established procedures, service expectations, and compliance requirements
- Assist with additional operational activities and projects as assigned
Requirements
What you’ll need- High school diploma or equivalent
- Two to four years of experience in leasing or other financial operations activities
- Experience in administrative support, operations, banking, financial services, customer service, retail, hospitality, or another fast-paced service environment
- Strong attention to detail and commitment to accuracy
- Effective organizational and time-management skills
- Ability to prioritize work and manage requests from multiple queues
- Ability to learn new systems, processes, and terminology
- Comfort working across multiple applications and switching between tasks
- Clear written and verbal communication skills
- Working knowledge of Microsoft Outlook and Teams
- Ability to work independently while contributing to a collaborative team environment
- Demonstrated reliability, adaptability, and willingness to ask questions and continue learning
- Must work from a U.S. Bank location three or more days per week
- Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
