Equipment Finance Sales Coordinator
About The Position
The Equipment Finance Sales Coordinator provides general support and transaction assistance, including monitoring ongoing origination activity and performing assigned sales enablement duties. The role is responsible for documentation requirements for equipment lease and loan transactions and works independently with clients and internal departments to complete transactions accurately and on time while protecting the company’s interests. The coordinator enters transaction data into designated systems and reviews details before documentation, prepares transaction document packages, and coordinates resolution of information discrepancies. The role helps perfect ownership or security interests in equipment and collateral, monitors transactions for compliance with company policies and procedures, coordinates necessary approval modifications, and identifies items needed before funding. The coordinator may follow up with clients for returned documents or other transaction conditions and maintains departmental performance measures and service-level agreements.
Requirements
- Bachelor’s degree or equivalent related work experience.
- At least 2 years of contracts experience or related business experience.
Nice To Haves
- 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.
- Ability to make sound, responsible decisions in a timely manner.
- Strong PC skills, including Excel.
- Previous leasing, financial, or lending services experience.
- CRM system knowledge.
- Working knowledge of UCC/lien requirements.
- Proven track record in process optimization and improvement.
Responsibilities
- Enter transaction data in the designated front-end system and review transaction details before documentation, including customer legal name and organizational structure, equipment cost, description and location, pricing, tax, and internal transaction parameters.
- Ensure ownership interests in equipment and/or security interests in collateral are perfected through UCC filings or review of appropriate searches, releases, subordinations, and recordings.
- Prepare accurate transaction documentation packages specific to 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 policy and procedure.
- Coordinate approval modifications when transaction structure or pricing changes.
- Understand product, pricing, and documentation structures; identify core contractual issues and suggest resolutions consistent with credit, legal, compliance, and company requirements.
- Identify items needed to prepare transactions for funding and, when appropriate, follow up with clients for documentation or other transaction conditions.
- Maintain 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
