Equipment Finance Sales Coordinator II
About The Position
This position provides general support and transaction assistance, including managing and monitoring origination activity and completing sales enablement duties. It handles documentation requirements for equipment lease and loan transactions across multiple segments and industries, with varying levels of complexity. The coordinator works independently with clients and internal departments to complete transactions accurately and on time while ensuring the company’s interests are perfected and protected. The role enters and reviews transaction data, prepares transaction documentation, coordinates resolution of information discrepancies, and monitors transactions for compliance with company policies and procedures. It also coordinates approval modifications, identifies contractual issues and funding requirements, and follows up with clients as needed. The position maintains departmental performance measurements and service-level agreements.
Requirements
- Bachelor's degree or equivalent work experience.
- At least 2 years of contracts experience or related business experience.
- Applicants must be currently authorized to work in the United States on a full-time basis; Huntington will not sponsor applicants for immigration benefits.
Nice To Haves
- Strong written and verbal communication skills and 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.
- Ability to make sound, responsible decisions in a timely manner.
- Strong PC skills, including Microsoft Office.
- Previous leasing, financial, or lending services experience.
- CRM system knowledge.
- Working knowledge of UCC/lien requirements.
- A proven track record in process optimization and improvement.
Responsibilities
- Enter transaction data into the designated front-end system and review transaction details before documentation, including customer legal name and organization structure, equipment cost, description and location, pricing, tax, and internal transaction parameters.
- Ensure ownership interest in equipment and/or security interest in collateral is perfected through UCC filings and/or review of searches, releases, subordinations, and required recordings.
- Accurately prepare transaction documentation packages for approved transaction requests.
- Coordinate with internal departments to resolve information discrepancies and ensure accurate, timely document creation.
- Monitor transactions throughout the documentation process for compliance with company policies and procedures.
- Coordinate any necessary approval modifications resulting from changes to transaction structure or pricing.
- Understand product, pricing, and documentation structures across multiple industries and transaction types.
- Identify core contractual issues and suggest resolutions while adhering to credit, legal, compliance, and company policies and procedures.
- Identify items needed to prepare transactions for funding and, when appropriate, follow up with clients regarding document returns or other transaction conditions.
- Maintain compliance with departmental performance measurements and service-level agreements.
- Perform other duties as assigned.
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
- Eligibility to participate in an applicable incentive compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
