Assistant Vice President- Operations
Univest provides a full range of banking, insurance & investment solutions. Browse our online banking services or find a location near you.
With over 10 years of Equipment leasing experience, most of my experience is in the Commencement/Booking role. Supporting a sales team and collaborating with Credit, Asset Management, Portfolio, Accounting, Tax and Legal to complete the final audit of the transaction and funding the vendor. Ensuring timely filing of finance statements with corresponding governmental jurisdictions as well as obtaining and reviewing lien and real estate searches. Ensuring all necessary and correct documentation and key operational data are input into the leasing software correctly.
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