Equipment Finance Specialist

First Business Bank•Brookfield, WI

3d•Hybrid

About The Position

The Equipment Finance Specialist is a front-line, client-facing role responsible for supporting equipment finance transactions and delivering high-quality service. This position serves as a key liaison between sales representatives, equipment vendors, brokers, and end-user clients, ensuring efficient processing, documentation, and funding of transactions.

Requirements

Associates Degree or equivalent years of services required
Detail orientated with the ability to learn and retain complex policies and procedures.
Ability to multitask, manage time and priorities in multiple process environments.
Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.

Responsibilities

Prepare and distribute transaction documentation in accordance with credit approvals and company guidelines
Review executed documents for accuracy and completeness; resolve any discrepancies
Follow up with clients to obtain required documentation
Identify inconsistencies that may indicate potential fraud
Approve release of purchase orders to vendors following documentation review
Prepare transactions for funding and booking
Confirm equipment delivery and acceptance with clients
Reconcile vendor invoices and validate funding data
Make funding and booking recommendations to management
Maintain accurate records of all documentation and funding activities
Serve as a primary point of contact for clients, vendors, and internal sales teams
Respond to and resolve inquiries in a timely manner
Support sales efforts by following up on missing or outstanding information
Consistently meet defined productivity and quality metrics
Deliver a high level of service to internal and external partners