Vice President managing financial advisory services focused on under - performing companies. Overseeing business development and engagement processes while analyzing financial data and maintaining client relationships.
HB
Hybrid Equipment Finance Sales Coordinator II
Posted 19 minutes ago
About the role
- Sales Coordinator responsible for equipment finance transactions; providing support and ensuring compliance across documentation processes. Working with clients and internal teams to complete transactions accurately and timely.
Responsibilities
- Provide general support and transaction assistance
- Manage and monitor ongoing origination activity and sales enablement duties
- Responsible for the documentation requirements of equipment lease and loan transactions
- Work independently with clients and all internal departments
- Ensure transactions are completed accurately, timely and that company interests are protected
- Entry of transaction data within designated front end system
- Review transaction details prior to documentation
- Prepare transaction documentation packages
- Coordinate efforts among internal departments to resolve information discrepancies
- Monitor transactions for compliance and adherence to company policy and procedure
- Identify specific items needed to prepare transactions for funding
Requirements
- Bachelor's Degree or experience in equipment finance
- 2+ years of contracts experience or related business experience
- Previous leasing, financial or lending services experience
- CRM system knowledge
- Working knowledge of UCC/Lien requirements
- Proven track record in process optimization and improvement
- Strong written and verbal communication skills with attention to detail
- Ability to multitask in a deadline driven fast-paced environment
- Ability to deliver customer focused solutions
- Demonstrated analytical problem solving and troubleshooting skills
- Strong PC skills, including Excel
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
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