Equipment Finance Sales Coordinator - Sr

Huntington National Bank • Bloomfield Hills, MI

21d • Hybrid

About The Position

The Equipment Finance Sales Coordinator Sr. - HTF provides support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. This role is responsible for the coordination and closing of transactions, including those with complex documentation or structures as well as third party documentation from syndicated partners, for ensuring the closings are in adherence to policies, processes and consideration of tax implications, and work independently with clients and/or internal departments to ensure that transactions are completed accurately, timely and that the company's interests are perfected and protected.

Requirements

• Associate degree or sales support experience
• 3+ years of related sales support experience in the financial industry and/or equipment finance

Nice To Haves

• Bachelor’s Degree in Business
• Ability to train and mentor more junior colleagues
• Excellent communication skills and a strong client service orientation
• Self-motivated, self-starter with the ability to deliver quality support with enthusiasm
• Strong time management and organizational skills with attention to detail on multiple, concurrent tasks
• Ability to multitask in a deadline driven fast-paced environment
• Ability to work autonomously and as part of a team
• Thorough knowledge of MS Excel and the ability to quickly learn additional systems/software

Responsibilities

• Responsible for the entry of transaction data within designated front end system and review of transaction details; equipment cost, description and location; pricing; tax and internal transaction parameter.
• Reviewing approval, preparing documentation and working with Account Managers, internal departments, vendors and customer to close transactions.
• Ensures financing packages are complete and accurate for funding and when appropriate, engaging in follow up activities with the client.
• Ensuring all documentation, system requirements and internal controls are satisfied for existing and new business.
• Maintain accordance with key departmental performance measurements and service level agreements.
• Actively participates in the development and implementation of procedure and process improvement as well as development and presentation on topic specific training items.
• May assist with preparing files for imaging in a method that allows others to efficiently obtain information.
• Mentors Equipment Finance Sales Coordinator to develop competencies and experience.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree