Originations Assistant

Job Overview

Originations Assistant will complete the loan application process from start to finish for potential and existing clients; preparing, analyzing, and verifying applications for the lease or refinance of vehicles. The Assistant will also function as a liaison between the Sales Team and the other departments within the organization along with servicing client and dealer needs.

• Originations
  • Providing Customer Service
  • Quoting for Regions
  • Processing Credit Applications
  • Reviewing Credit Application with Underwriting as necessary
  • Tracking Deals in Process
  • Preparing Worksheets/Leases
  • Obtaining Necessary Information to Acquire Approvals and/or meet stipulations
  • Coordinating Private Party Sale Transactions
  • Assisting Sales Staff with Administrative Needs
  • Providing Sales Staff with Sales History Reports, etc. as necessary
  • Preparing Agendas and Minutes for Sales Meetings
  • Obtaining Proof of Insurance for Vehicles
  • Preparing Deals for Funding Bank
• Preparing Leases for Customers/Dealers
  • Prepping Numbers
  • Completing Lease Checklist
  • Preparing and Sending Leases
• Preparing Leases to Be Funded
  • Obtaining Proof of Insurance
  • Obtaining Dealer Documents
  • Obtaining any required DMV Documents
  • Arranging for Private Party Transactions
  • Preparing Overnight Airbills
  • Sending Notification of Funding to Regional Sales Manager
• Reporting and Meetings
  • Assisting Originations Manager with Reporting as needed
  • Attending Weekly Sales Meetings
  • Attending Zoom Sessions with Regional Sales Managers

• Excellent Verbal and Written Communication Skills
• Excellent interpersonal skills and ability to build relationships with a variety of service providers including clients, dealers, banks, and vendors
• Precise/Attention to Details
• Ability to Multi-task/Prioritize
• Strong Computer Skills with Standard Office Software
• Strong Time Management Skills
• Maintains Confidentiality
• Highly principled
• Self-Directed and Results Oriented
• Proficient with Microsoft Office Suite or related software

Associate degree required, BA/BS in related field preferred

The above is a brief outline and is not intended to fully describe all the responsibilities and details of this position. PFS reserves the right to alter this job description at any time, as it deems necessary.

We provide a highly competitive and comprehensive compensation and benefits program including affordable medical/dental insurance, generous paid leave program, 401(k) and much more!

Premier Financial Services is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Premier Financial Services participates in E-Verify.