Finance Support Specialist
About The Position
The Finance Support Specialist manages administrative functions related to equipment financing and repair funding requests. This role processes financing quotes, coordinates documentation, tracks deals from quote to funding, and communicates daily with internal teams, customers, and third-party finance companies. The position requires strong attention to detail, organizational skills, and a customer-first mindset to ensure timely and accurate funding support. Finance Support Specialist managing equipment financing quotes, documentation, funding coordination, and customer support in a fast-paced environment.
Requirements
- College degree preferred; Bachelor’s degree or 2–3 years of related experience acceptable.
- Minimum two (2) years in administrative support or similar role.
- At least two (2) years assisting customers with accounts in person and by phone.
- Excellent math skills.
- Proficiency in Outlook, Excel (formulas, charts, graphs), and Word.
- Strong organizational skills with ability to prioritize fluid workflows.
Nice To Haves
- Prior experience in finance, sales, or operations administration preferred.
Responsibilities
- Provide financing quotes and enter deals into financing systems.
- Calculate RPO payoffs and obtain payoff information from finance companies.
- Assemble, distribute, and review financial document packages.
- Track financing processes from quote through funding.
- Follow up on outstanding documentation and update reporting.
- Coordinate and submit deals to third-party finance companies.
- Assist with funding issues and finance-related questions from sales teams.
- Work cross-functionally with administration, accounting, and credit teams.
- Maintain relationships with financial service providers to ensure service quality.
- Compile reports and perform additional duties as assigned.
Benefits
- Competitive compensation with individual bonus opportunities.
- 401(k) with strong company match and profit sharing.
- Medical, dental, vision, and prescription coverage.
- Flexible Spending Accounts and disability coverage.
- Paid holidays and sick leave.
- Tuition reimbursement and ongoing training.
- Career advancement opportunities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
