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Great America Leasing Corporation Support - Client Transaction Specialist (Cedar Rapids, IA) in Cedar Rapids, Iowa

Support - Client Transaction Specialist (Cedar Rapids, IA)

About GreatAmerica:

GreatAmerica is a national commercial equipment finance company dedicated to helping manufacturers, vendors and dealers be more successful and keep their customers for a lifetime. While GreatAmerica has grown to more than 600 team members, our entrepreneurial spirit remains and endless opportunities lie ahead. We have experienced unparalleled year over year growth since our founding in 1992. GreatAmerica is structured in cross functional teams that allow individuals to make informed decisions that benefit the company and our customers. There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere.When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.

About this position:

This is a fast-paced, customer facing, operationally focused role placing emphasis on accurately executing on transactional tasks along with building and strengthening relationships with our customers and internal teammates. This role is responsible for facilitating and executing on customer’s financing programs by processing a variety of incoming requests pertaining to a customer’s end-user, program setup and process execution, all while maintaining accuracy at a rapid pace.

Essential Functions

  • Administer prompt, accurate and consistent information that meets or exceeds quality metrics.

  • Primary individual to manage the daily communication flow with customers through various platforms including but not limited to; communicating credit decisions to customers, creating agreements, researching accounts, review documentation submitted for funding, following-up on missing or incorrect information.

  • Establish direct working relationship with customer base to support current and future business needs.

  • Maintain detailed notes to support transactional communication and manage customer’s program information.

  • Compute rate calculations based on expert level knowledge of rate economics and procedures.

  • Communicate concepts in simple to the customer to resolve problems and establish understanding of solutions.

  • Demonstrate proficiency in GreatAmerica systems to complete unique process requests.

  • Identify trends with customers and collaborate with sales team to implement solutions.

  • Act as an extension of our customer’s organization when interacting with the customer’s end-user.

  • Provide The GreatAmerica Experience with a high-level understanding of other functions in order to deliver solutions and complete a variety of tasks to support our customer.

Education, experience and skills required:Competencies:

For all GreatAmerica team members: Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Professional Communication

Skills (Oral & Written), Adaptability, Collaborative.

For this position: Accuracy, Strong Communicator, Driven, Excellent Time Management, Self-Disciplined, Mathematical Aptitude, Relationship Building, Sense of Urgency, Organized, Detail Oriented, Solution Driven, Energetic, Working Under Pressure.


  • High school graduate or equivalent required

  • Bachelor's degree in Business, Marketing or related field is preferred or equivalent education/experience

Experience: 1 year of customer service experience, or experience in the financial services industry is preferred.

Skills and Abilities

Computer Skills: Proficiency using MS Office and the ability to work across multiple computer systems. Ability to type at least 60 words per minute is also a plus.

Other Requirements: Must possess exceptional time management and organizational skills with the ability to multitask and prioritize in a fast-paced open work environment. Individual has the desire to learn, understand and adapt to the constantly evolving environment of GreatAmerica with an efficient and precise work ethic. This individual is enthusiastic to be part of a team working towards common goals. The ideal candidate should possess strong customer service focus with excellent verbal and written communication.

Application Instructions

To apply for this position, please follow the online application process at Be sure to fully complete the form, including your resume, and complete the Predictive Index assessment.

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