Peoples Bank

Manager

• Lead the branch’s efforts to pro-actively meet the client’s financial needs through our sales process
• Responsible for employee and business development
• Manage a sales pipeline and activities to achieve assigned goals and surpass scorecard metrics
• Turn service encounters into dialogue-based meetings to uncover other needs
• Acquire, use, and maintain consumer and business lending product knowledge and abilities to generate and execute lending and deposit products
• Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals
• Support and lead branch staff in servicing clients and building a book of business
• Utilize Salesforce for client and prospect interactions and sales activities
• Make outside business calls to clients and prospects to acquire and retain business
• Establish, maintain and grow working relationships with partners
• Conduct regular sales meetings and coaching sessions to ensure success
• Monitor branch progress and make necessary adjustments to achieve exceptional results
• Oversee the day-to-day branch activities; developing, retaining and recruiting high quality staff
• Ensure compliance with established policies and procedures
• Lead branch initiatives and building external business and community relationships
• Monitor and work branch delinquency in conjunction with our collection group; teller error and outage control
• Ensure overall operational soundness of the branch

Branch Manager

Vice President

• Leads the branch’s efforts to pro-actively meet the client’s financial needs through our sales process
• Responsible for employee and business development
• Managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch
• Acquires, uses, and maintains, consumer and business lending product knowledge and abilities to generate and execute lending and deposit products
• Support and leadership of branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement
• Pro-actively meeting the clients’ financial needs through our sales process
• Utilize Salesforce for client and prospect interactions and sales activities
• Make outside business calls to clients and prospects to acquire and retain business
• Establish, maintain and grow working relationships with partners
• Energize development processes by conducting regular sales meetings and well-structured coaching sessions
• Monitor branch progress and make necessary adjustments to achieve exceptional results
• Ensure overall operational soundness of the branch including compliance and regulatory requirements

AVP Branch Manager

Operations

• Responsible for the management of the day-to-day operations of the branch teller area
• Direct supervision of the Universal Banker I roles
• Lead by example and manage the day-to-day operations of the branch teller line
• Duties include branch teller line scheduling to ensure proper coverage, meeting referral goals, and overseeing operational standards
• Tasked to be the point person for audit preparation based on the Retail Standard Operating Procedures (RSOP)
• Responsible for ensuring team follows procedures and is educated on updated policies
• Work with manager to ensure branch passes audits
• Prepare and complete quarterly and annual reviews of direct reports
• Coach, develop, and provide performance feedback
• Deliver superior customer service with a friendly demeanor and willingness to help
• Initiate conversations to uncover customer needs and referral to platform associates

Universal Banker Operations Specialist Supervisor – Head Teller

• Responsible for the management of the day-to-day operations of the branch teller area
• Direct supervision of the Universal Banker I roles
• Serve a vital role in helping the branch obtain goals
• Coaching and developing new and veteran tellers
• Teaching new skills and expanding knowledge
• Assisting the Branch Manager with bank expectations and standards
• Opening deposit accounts
• Processing teller transactions
• Selling bank products and services
• Assisting customers with maintenance requests
• Resolving customer service issues in accordance with Bank policies
• Responsible for uncovering additional customer needs and referring them to the appropriate business partner
• Managing the day-to-day operations of the branch teller line
• Scheduling to ensure proper coverage
• Meeting referral goals
• Overseeing of operational standards
• Tasked to be the point person for audit preparation based on the Retail Standard Operating Procedures (RSOP)
• Ensuring team is following procedures and educated on policy changes
• Working with the manager to ensure successful branch audits
• Preparation and completion of quarterly and annual reviews of direct reports
• Coaching, developing and providing performance feedback which may include disciplinary action
• Monitoring performance and reporting to management
• Assisting Branch Manager with hiring branch teller line staff
• Delivering superior customer service with a friendly demeanor
• Initiating conversations to uncover customer needs
• Meeting established referral goals
• Maintaining balancing and error record in line with policy
• Correcting outages and enlisting help as needed for difficult errors
• Processing complex multi-step teller transactions
• Defining and offering solutions to resolve problems
• Identifying helpful resources to aid in customer issues
• Following operational standards regarding security, risk management, and compliance
• Consistently completing required training for all bank and branch policies and procedures
• Making sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording activities in Salesforce
• Consistently meeting or exceeding sales referral goals as set by management
• Maintaining a well-developed knowledge of the complete line of products and services offered
• Meeting scheduled working hours as designated by manager

Universal Banker, Operations Specialist, Supervisor – Head Teller

• Responsible for the management of the day-to-day operations of the branch teller area and the direct supervision of the Universal Banker I roles.
• Serve a vital role in helping the branch obtain goals, by coaching and developing new and veteran tellers by teaching new skills, expanding knowledge, and assisting the Branch Manager with bank expectations and standards.
• Open deposit accounts, process teller transactions, sell bank products and services, assist customers with maintenance requests, and resolve customer service issues in accordance with Bank policies.
• Responsible for uncovering additional customer needs and referring them to the appropriate business partner.
• Lead by example.
• Responsible for the management of the day-to-day operations of the branch teller line and the direction supervisor Universal Banker I roles.
• Duties include branch teller line scheduling to ensure proper coverage, meeting referral goals, and overseeing of operational standards.
• Be the point person for audit preparation based on the Retail Standard Operating Procedures (RSOP).
• Ensure team is not only following procedures but educated on any updated changes in policy and procedures.
• Work with the manager to ensure that the branch will successfully pass any and all audits.
• Responsible for preparation and completion of quarterly and annual reviews of direct reports.
• Coach, develop and provide performance feedback which may include disciplinary action (when applicable).
• Monitor performance and report to management.
• Assist Branch Manager with hiring of branch teller line staff.
• Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.
• Maintain a position of trust and responsibility by keeping all customer business confidential.
• Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals.
• Maintain balancing and error records that are in line with policy and have the ability to find and correct outages and enlist help as needed for errors that are more difficult.
• Process complex multi-step teller transactions and provide follow-up to customer, branch staff and/or internal partner on resolution of issue(s).

• Lead the branch’s efforts to meet clients’ financial needs through a consultative sales approach
• Manage a sales pipeline and achieve assigned goals
• Provide support and leadership to branch staff in servicing clients and building a book of business
• Conduct regular sales meetings and coaching sessions
• Responsible for monitoring branch progress and making necessary adjustments to achieve exceptional results
• Maintain operational soundness of the branch including compliance and regulatory requirements
• Ensure team compliance with established policies and procedures

• Responsible for the management of the day-to-day operations of the branch teller area and the direct supervision of the Universal Banker I roles
• Serve a vital role in helping the branch obtain goals, by coaching and developing new and veteran tellers by teaching new skills, expanding knowledge, and assisting the Branch Manager with bank expectations and standards
• Open deposit accounts, process teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues
• Uncover additional customer needs and refer them to the appropriate business partner
• Management of the day-to-day operations of the branch teller line and the direction supervisor Universal Banker I roles
• Duties include branch teller line scheduling to ensure proper coverage, meeting referral goals, and overseeing of operational standards
• Point person for audit preparation based on the Retail Standard Operating Procedures (RSOP)
• Ensure team is following procedures and educated on any updates or changes in policy and procedures
• Work with the manager to ensure that the branch will successfully pass any and all audits
• Preparation and completion of quarterly and annual reviews of direct reports
• Coaching, developing and providing performance feedback which may include disciplinary action (if applicable)
• Monitor performance and report to management
• Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times
• Maintain a position of trust and responsibility by keeping all customer business confidential
• Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals
• Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed
• Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability
• Processing complex multi-step teller transactions
• Define and offer solutions to resolve problems
• Use knowledge of the organization to identify helpful resources
• Provide follow-up to customer, branch staff and/or internal partner on resolution of issue(s)
• Follow operational standards regarding security, risk management, and compliance
• Consistently complete required training for all bank and branch policies and procedures
• Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce
• Consistently meet or exceed sales referral goals as set by management
• Maintain a well-developed working knowledge of the complete line of products and services offered
• Meet scheduled working hours as designated by manager to ensure effective functionality of the branch
• Meet Retail Branch Standards including dress code
• Perform special projects as assigned

• Responsible for the management of the day-to-day operations of the branch teller area and the direct supervision of the Universal Banker I roles
• Coach and develop new and veteran tellers by teaching new skills and expanding knowledge
• Assist the Branch Manager with bank expectations and standards
• Open deposit accounts, process teller transactions, sell bank products and services
• Assist customers with maintenance request and resolve customer service issues in accordance with Bank policies
• Uncover additional customer needs and refer them to the appropriate business partner
• Duties include branch teller line scheduling to ensure proper coverage and overseeing of operational standards
• Prepare for audit based on the Retail Standard Operating Procedures (RSOP)
• Ensure team is following procedures and educate on any updates or changes in policy and procedures
• Prepare and complete quarterly and annual reviews of direct reports
• Monitor performance and report to management
• Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times
• Maintain a position of trust and responsibility by keeping all customer business confidential

• Will be responsible for employee and business development
• Will be responsible for managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch
• Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered
• Acquires, uses, and maintains, consumer and business lending product knowledge and abilities to generate and execute lending and deposit products
• Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals
• Will be responsible for the support and leadership of branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement
• Pro-actively meet the clients’ financial needs through our sales process
• Utilize Salesforce for client and prospect interactions and sales activities
• Make outside business calls to clients and prospects to acquire and retain business
• Must be able to establish, maintain and grow, working relationships with partners
• Must be able to energize development processes by conducting regular sales meetings and well-structured coaching sessions to provide balanced feedback with actionable items that ensure individual and branch success
• With the assistance of the Regional Manager, the Branch Manager will assign goals, monitor branch progress and make necessary adjustments to achieve exceptional results
• Responsible for managing and overseeing the day-to-day branch activities; developing, retaining and recruiting high quality staff; building on and maintaining world class service levels
• Establish and maintain an efficient, production and collaborative working environment based on continuous and effective staff communication
• Conducts weekly staff meetings to engage the team in the performance of the branch
• Conducts structured monthly or more frequent coaching sessions to provide balanced feedback with actional items that ensure individual and branch success
• Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable
• Responsible of ensuring team compliance with established policies and procedures which includes Retail Branch Standards
• Will be responsible for leading branch initiating and building external business and community relationships; managing Community Re-Investment Act strategies
• Will be responsible for monitoring and working branch delinquency in conjunction with our collection group; teller error and outage control
• Will be responsible for ensuring overall operational soundness of the branch which includes the annual branch assessment, compliance and regulatory requirements
• Will be responsible for understanding how to operate a cash drawer and provide coverage as needed based on branch requirements
• Will possess the knowledge to assist branch associates with troubleshooting and processing transactions on the Teller Insight platform
• Is responsible for researching and providing resolution to customer and branch concerns
• Consistently completes required training for all bank and branch policies and procedures
• Capture client concerns and provide solutions, via self or utilizing with other bank personnel, successfully within stated timelines
• Will perform special projects as assigned

• Responsible for the management of the day-to-day operations of the branch teller area
• Direct supervision of the Universal Banker I roles
• Assist customers with maintenance requests and resolve customer service issues
• Deliver superior customer service with a friendly demeanor
• Ensure team follows procedures and is educated on policy changes
• Process complex multi-step teller transactions
• Make sales calls via phone or zoom to clients and/or prospects
• Participate in the hiring process of branch teller line staff

• Responsible for the management of the day-to-day operations of the branch teller area
• Direct supervision of the Universal Banker I roles
• Coaching and developing new and veteran tellers
• Teaching new skills and expanding knowledge
• Assisting the Branch Manager with bank expectations and standards
• Opening deposit accounts and processing teller transactions
• Selling bank products and services
• Assisting customers with maintenance requests
• Resolving customer service issues in accordance with Bank policies
• Uncovering additional customer needs and referring them to the appropriate business partner
• Leading by example and managing the day-to-day operations
• Ensuring proper branch teller line scheduling
• Meeting referral goals and overseeing operational standards
• Preparing for audits based on Retail Standard Operating Procedures (RSOP)
• Ensuring team is trained on updated procedures
• Responsible for performance feedback and coaching

• This position leads the branch’s efforts to pro-actively meet the client’s financial needs through our sales process which focuses on a client centric, consultative sales approach whereby we working to uncover, identify and deliver products and services to satisfy the client’s financial needs and exceed their expectations.
• These offerings will include our consumer and business deposit and loan product lines, financial services and partner products and services such as investment offerings, insurance offerings, mortgages, etc.
• This is a sales and sales leader role which requires the ability to meet expected individual and branch goals and metrics.
• This includes activities and results.
• A successful candidate needs to be an energetic, enthusiastic team player with excellent communication, problem solving, and customer service, cross selling and lending skills to achieve stated goals.
• This position requires strong leadership skills, great organizational skills and the ability to assist in motivating and developing the branch team; along with following and coaching operational standards.
• Will be responsible for employee and business development.
• Will be responsible for managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch.
• Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered.
• Acquires, uses, and maintains, consumer and business lending product knowledge and abilities to generate and execute lending and deposit products.
• Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals.
• Will be responsible for the support and leadership of branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement.
• Pro-actively meet the clients’ financial needs through our sales process.
• Utilize Salesforce for client and prospect interactions and sales activities.
• Make outside business calls to clients and prospects to acquire and retain business.
• Must be able to establish, maintain and grow, working relationships with partners.
• Must be able to energize development processes by conducting regular sales meetings and well-structured coaching sessions to provide balanced feedback with actionable items that ensure individual and branch success.
• With the assistance of the Regional Manager, the Branch Manager will assign goals, monitor branch progress and make necessary adjustments to achieve exceptional results.
• Responsible for managing and overseeing the day-to-day branch activities; developing, retaining and recruiting high quality staff; building on and maintaining world class service levels.
• Establish and maintain an efficient, production and collaborative working environment based on continuous and effective staff communication.
• Conducts weekly staff meetings to engage the team in the performance of the branch.
• Conducts structured monthly or more frequent coaching sessions to provide balanced feedback with actional items that ensure individual and branch success.
• Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable.
• Responsible of ensuring team compliance with established policies and procedures which includes Retail Branch Standards.
• Will be responsible for leading branch initiating and building external business and community relationships; managing Community Re-Investment Act strategies.
• Will be responsible for monitoring and working branch delinquency in conjunction with our collection group; teller error and outage control.
• Will be responsible for ensuring overall operational soundness of the branch which includes the annual branch assessment, compliance and regulatory requirements.
• Will be responsible for understanding how to operate a cash drawer and provide coverage as needed based on branch requirements.
• Will possess the knowledge to assist branch associates with troubleshooting and processing transactions on the Teller Insight platform.
• Is responsible for researching and providing resolution to customer and branch concerns.
• Consistently completes required training for all bank and branch policies and procedures.
• Capture client concerns and provide solutions, via self or utilizing with other bank personnel, successfully within stated timelines.
• Will perform special projects as assigned.

• responsible for the management of the day-to-day operations of the branch teller area and the direct supervision of the Universal Banker I roles
• serve a vital role in helping the branch obtain goals, by coaching and developing new and veteran tellers
• teaching new skills, expanding knowledge, and assisting the Branch Manager with bank expectations and standards
• have the ability to open deposit accounts, process teller transactions, sell bank products and services
• assist customers with maintenance requests and resolve customer service issues in accordance with Bank policies
• responsible for uncovering additional customer needs and referring them to the appropriate business partner
• manage day-to-day operations of the branch teller line
• direct supervisor Universal Banker I roles
• branch teller line scheduling to ensure proper coverage, meeting referral goals, and overseeing of operational standards
• point person for audit preparation based on Retail Standard Operating Procedures (RSOP)
• ensuring team is following procedures and educated on updates in policy and procedures
• assist Branch Manager with hiring of branch teller line staff
• deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times
• maintain a position of trust and responsibility by keeping all customer business confidential
• initiate conversations to uncover customer needs
• maintain balancing and error record that is in line with policy
• process complex multi-step teller transactions
• complete required training for all bank and branch policies and procedures
• make sales calls to clients and/or prospects on a weekly basis to meet calling goals of the branch

• responsible for the management of the day-to-day operations of the branch teller area
• direct supervision of the Universal Banker I roles
• serve a vital role in helping the branch obtain goals, by coaching and developing new and veteran tellers
• opening deposit accounts, processing teller transactions, selling bank products and services
• assisting customers with maintenance requests, and resolving customer service issues in accordance with Bank policies
• uncovering additional customer needs and referring them to the appropriate business partner.
• ensuring team is not only following procedures but educated on any updated or changes in policy and procedures
• assist Branch Manager with hiring of branch teller line staff
• delivering superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times
• maintain a position of trust and responsibility by keeping all customer business confidential
• initiate conversations to uncover customer needs, referring customers to platform associates within the branch

Collections

• The Collections Team Lead is responsible for supervision of the collection of past-due payments from small business customers that have outstanding lease obligations
• This role supervises a team of collectors, develops strategies to minimize delinquency and charge-offs, and partners with cross-functional teams to protect portfolio quality and mitigate potential losses to the company
• Resolve, individually and collectively as a team, past due loan and lease payments and perform collection activities and related loan and lease servicing for delinquent accounts
• Initiate collection calls and resolves delinquencies while demonstrating proper phone etiquette, written and verbal communication skills
• Review and analyze loan and lease documents, payments, past dues, loan or lease collateral and inspections, monetary compliance/defaults, covenant(s) compliance, financial statement reporting, maturities, forbearance agreements, bankruptcy, and other legal proceedings
• Adhere to, and ensure the team performs in compliance with, all applicable regulations, company policies, procedures, and best practices
• Identify potential risks within the team or operations and take corrective action as necessary to mitigate risk
• Collaborate with line of business partners to ensure proactive risk management for delinquency reduction and overall asset quality improvement
• Collaborate with, and provide timely and accurate reporting to, senior management
• Provide management reporting on delinquency trends, loss projections, and recovery performance
• Ensure compliance with internal policies and applicable regulatory requirements
• Represent the small ticket leasing collections function in cross-department initiatives or audits
• Analyze performance metrics to inform decision making
• Identify opportunities for process improvement to enhance quality and productivity
• Execute effective collection strategies designed to efficiently resolve loan and lease delinquency, mitigate risk, and maximize recoveries
• Recommend workout solutions and/or loan or lease modifications, implement orderly liquidation/exit or rehabilitation plans, manage foreclosures and repossessions
• Approve workout plans within granted loan authority
• Oversee the team’s day-to-day operation, manage scheduling and workflow
• Foster a positive, collaborative, and inclusive team environment that aligns with Peoples Bank’s culture
• Ensure the clear communication of goals, establish priorities, expectations, and individual responsibilities
• Assign equitable workloads based on skills, ensure efficient workflow, and monitor performance
• Report as appropriate to senior management
• Regularly assess team member performance, provide coaching, support, and guidance to improve skills and performance
• Encourage “360 coaching” from the team
• Regularly conduct one-on-one meetings to review performance
• Appropriately address performance gaps which could include disciplinary action
• Prepare and complete quarterly and annual reviews of direct reports
• Identify skill gaps within the team and recommend training or development opportunities, as appropriate
• Onboard new team members, ensuring they are properly trained and have the resources and tools necessary to succeed in their role
• Approve time in ADP for direct reports
• Will perform special projects as assigned

Collections Team Lead

Business Analyst

• The Business Analyst II serves as a key liaison between business stakeholders and technical teams, responsible for eliciting, analyzing, and documenting detailed requirements
• This role drives process improvements, facilitates stakeholder collaboration, and supports solution design and implementation
• Lead requirement gathering sessions and interview stakeholders
• Analyze business processes, identify inefficiencies, and propose improvements
• Translate business requirements into functional specifications
• Perform advanced data analysis, work with data models, dashboards, and metrics
• Create process flows, wireframes, and user stories to support solution design
• Facilitate stakeholder collaboration and communication across business and technical teams
• Contribute to strategic initiatives by aligning solutions with business objectives
• Support user acceptance testing (UAT) and ensure deliverables meet business needs
• Ensure adherence to business analysis best practices, documentation, and traceability
• Will perform special projects as assigned.

CRM Business Analyst II

• Supervision of the collection of past-due payments from small business customers that have outstanding lease obligations
• Supervise a team of collectors
• Develop strategies to minimize delinquency and charge-offs
• Partner with cross-functional teams to protect portfolio quality and mitigate potential losses to the company
• Resolve, individually and collectively as a team, past due loan and lease payments and perform collection activities and related loan and lease servicing for delinquent accounts
• Initiate collection calls and resolves delinquencies while demonstrating proper phone etiquette, written and verbal communication skills
• Review and analyze loan and lease documents, payments, past dues, loan or lease collateral and inspections, monetary compliance/defaults, covenant(s) compliance, financial statement reporting, maturities, forbearance agreements, bankruptcy, and other legal proceedings
• Adhere to, and ensure the team performs in compliance with, all applicable regulations, company policies, procedures, and best practices
• Identify potential risks within the team or operations and take corrective action as necessary to mitigate risk
• Collaborate with line of business partners to ensure proactive risk management for delinquency reduction and overall asset quality improvement
• Provide management reporting on delinquency trends, loss projections, and recovery performance
• Ensure compliance with internal policies and applicable regulatory requirements
• Represent the small ticket leasing collections function in cross-department initiatives or audits
• Analyze performance metrics to inform decision making
• Identify opportunities for process improvement to enhance quality and productivity
• Execute effective collection strategies designed to efficiently resolve loan and lease delinquency, mitigate risk, and maximize recoveries
• Recommend workout solutions and/or loan or lease modifications, implement orderly liquidation/exit or rehabilitation plans, manage foreclosures and repossessions
• Approve workout plans within granted loan authority
• Oversee the team’s day-to-day operation, manage scheduling and workflow
• Foster a positive, collaborative, and inclusive team environment that aligns with Peoples Bank’s culture
• Ensure the clear communication of goals, establish priorities, expectations, and individual responsibilities
• Assign equitable workloads based on skills, ensure efficient workflow, and monitor performance
• Report as appropriate to senior management
• Regularly assess team member performance, provide coaching, support, and guidance to improve skills and performance
• Encourage “360 coaching” from the team
• Regularly conduct one-on-one meetings to review performance
• Appropriately address performance gaps which could include disciplinary action
• Prepare and complete quarterly and annual reviews of direct reports
• Identify skill gaps within the team and recommend training or development opportunities, as appropriate
• Onboard new team members, ensuring they are properly trained and have the resources and tools necessary to succeed in their role
• Approve time in ADP for direct reports
• Perform special projects as assigned.

• Serve as a key liaison between business stakeholders and technical teams
• Elicit, analyze, and document detailed requirements
• Drive process improvements, facilitate stakeholder collaboration, and support solution design and implementation
• Work independently and manage priorities across projects
• Contribute to strategic business initiatives by translating complex needs into actionable plans
• Lead requirement gathering sessions and interview stakeholders
• Analyze business processes, identify inefficiencies, and propose improvements
• Translate business requirements into functional specifications
• Perform advanced data analysis, work with data models, dashboards, and metrics
• Create process flows, wireframes, and user stories to support solution design
• Facilitate stakeholder collaboration and communication across business and technical teams
• Contribute to strategic initiatives by aligning solutions with business objectives
• Support user acceptance testing (UAT) and ensure deliverables meet business needs
• Ensure adherence to business analysis best practices, documentation, and traceability
• Perform special projects as assigned

Accountant

• Responsible for applying payments collected through various payment platforms to the appropriate contracts in InfoLease
• Perform daily administration of Equipment Financing Agreement (EFA) and lease transactions in InfoLease
• Prepare and book daily journal entries to the Peoplesoft general ledger once payment applications have been posted in InfoLease
• Assist the collections team, which includes questions regarding open charges, payment returns, reapplying payments, etc.
• Responsible for remote deposit capture and facilitating payment batches by uploading NACHA files to the bank

Lease Staff Accountant

• Responsible for applying payments collected through various payment platforms to contracts in InfoLease
• Prepare and book daily journal entries to the Peoplesoft general ledger
• Assist with financial statement closing process and related internal controls
• Work with collections team regarding open charges and customer inquiries
• Perform remote deposit capture and facilitate payment batches