Bank of the West Booking Review Analyst, Equipment Finance Division in Tempe, Arizona

Booking Review Analyst, Equipment Finance Division

Description

What

sets Bank of the West apart from other banks is our team members–they embody

the optimistic spirit of the West. There is a spirit here that drives us to do

more. Our team of more than 10,000 employees is vital to the success of our

Bank. They reflect our modern western values—straightforward, entrepreneurial

and optimistic. We seek to create a corporate culture that fosters and rewards

excellence, encourages creative thinking and respects diversity – an

environment where team members are engaged, supportive of one another and

enthusiastic about serving our customers. Bank of the West offers the stability

of a company that has a 135 year history and is part of BNP Paribas, a European

leader in global banking and financial services and one of the 6 strongest

banks in the world. We offer opportunities across our diverse business lines –

Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Under general direction, responsible for

evaluating and analyzing complex information to support projects and/or the

overall management of the Lease Middle Office (LMO). Develops and documents

business requirements and/or solutions and leads efforts to solve problems and

issues related to LMO operations.

Essential Job Functions

  • Researches and identifiesprocess improvement opportunities and makes recommendations to management.

  • Advises and leads in theplanning and implementation of projects and strategic initiatives for theBusiness Unit/Department.

  • Responsible for the effectivecommunication to all business partners and users to ensure criticalstrategic decisions are vetted and well thought out prior toimplementation.

  • Drives business team members todefine business needs through utilization of effective elicitationtechniques.

  • Oversees the examination ofcurrent business processes and makes recommendations for improving qualityand/or increasing efficiency within business unit operations.

  • Evaluates data gathered frommultiple sources, reconciles differences, and ensures consistentapproaches, data interpretation, and results measurements are employed.

  • Primary liaison with businesspartners, development team, and technology.

  • Acts as the "SubjectMatter Expert" (SME) and provides business knowledge as needed.

  • Uses established knowledge andexperience to mitigate risk without sacrificing quality.

  • Considers all potential riskbefore taking action and escalates issues to management as appropriate.

  • May assist LMO staff asnecessary in the preparation/review of lease packages when necessary.

  • Uses knowledge and experienceto mitigate risk and maintain quality.

  • Provides pipeline andmanagement reporting for workflow management and to evaluate resourceallocations.

  • May perform audits to ensureaccuracy of transactions and validity of risk controls.

  • Guides other staff in draftingand approving non-standard or complex language, amendments and addendums,resolves tax and documentation issues should they arise. Provides trainingto less senior team members as needed.

  • Performs other duties asassigned.

#LI-AM1

Ensures

all Bank and department policies, procedures, and service level agreements are

adhered to by coordinating and/or completing reviews of booked transactions.

Provides recommendations to LMO management regarding operational efficiency and

effectiveness of risk controls.

Develops

pipeline and management reporting, and documents business proposals to offer

solutions for issues related to department or group operations.

Also

obtains and analyzes data/metrics to support overall management of department

and to support projects, as needed. As necessary, may support the LMO by

assisting in the review/administration of commercial transactions.

This is

the senior staff level position within Lease Middle Office organization and

requires expert level understanding of the end to end commercial lease process

and complex funding structures, as well as knowledge of department systems,

policies, procedures, and service level agreements.

OtherJob Duties

Qualifications

RequiredExperience

  • Requires advanced knowledge ofjob area typically obtained through advanced education combined withexperience.

  • May have practical knowledge ofproject management.

  • Requires 5 years minimum priorrelevant experience.

Education

  • Bachelor's Degree BusinessAdministration, Accounting or Finance or equivalent work experience

Equipment Finance Division

  • Responsible for reviewing,approving and releasing complex disbursement fund structures to thevendors/dealers/discounters/brokers.

  • Ensure properhandling/application of sales and use tax and UCC filings.

  • Responsible for releasing thetransaction for booking to the BOW accounting system.

  • Oversees and backs up peerreview of paperwork in order to meet quick funding and booking turnaroundtime.

  • Has authority to executedocuments on behalf of Bank of the West and release contracts for bookinginto the back end system.

  • Has the ability to perform thedue diligence on the secondary markets transactions.

  • Acts as the expert on handlingand application of the sales and use tax and UCC filing.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity

employer and proud to provide equal employment opportunity to all job seekers

without regard to any status protected by applicable law. Bank of the West is

also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment

qualified applicants with criminal histories pursuant to the San Francisco Fair

Chance Ordinance subject to the requirements of all state and federal laws and

regulations.

Job: Business / Commercial Banking

Location: United States-Arizona-Tempe

Requisition ID: 041757