Equipment Finance Sales Coordinator

Huntington National Bank•Minnetonka, MN

23h•Onsite

About The Position

The Equipment Finance Sales Coordinator provides general support and transaction assistance, manages and monitors ongoing origination activity, and performs assigned sales enablement duties. The role handles documentation requirements for equipment lease and loan transactions and 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 coordinator enters and reviews transaction data, prepares transaction documentation, supports perfection of ownership or security interests, and monitors transactions for compliance with company policies and procedures. The role coordinates discrepancy resolution and approval modifications, identifies requirements for funding, and follows up with clients as appropriate. This is an office workplace position. Specific work arrangements, if applicable, will be provided by the hiring team. Applicants must already be authorized to work in the United States on a full-time basis; Huntington will not sponsor applicants for immigration benefits. The position is eligible to participate in an applicable incentive compensation plan. Huntington also offers health insurance coverage, a wellness program, life and disability insurance, a retirement savings plan, paid leave programs, paid holidays, and paid time off.

Requirements

Bachelor’s degree or equivalent related work experience.
At least 2 years of contracts experience or related business experience.
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 Excel.

Nice To Haves

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 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 appropriate searches, releases, subordinations, and necessary recordings.
Prepare accurate transaction documentation packages specific to each approved transaction request.
Coordinate with internal departments to resolve information discrepancies and support accurate, timely document creation.
Monitor transactions throughout the documentation process for compliance with company policy and procedure.
Coordinate necessary approval modifications resulting from changes to transaction structure or pricing.
Understand product, pricing, and documentation structures; identify core contractual issues and suggest resolutions consistent with credit, legal, compliance, and company policy and procedure.
Identify items needed to prepare transactions for funding and, when appropriate, follow up with clients for document returns or other transaction conditions.
Maintain compliance with departmental performance measurements and service level agreements.
Perform other duties as assigned.