Hybrid Equipment Finance Sales Coordinator

at Huntington National Bank

• Job title: Equipment Finance Sales Coordinator
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $22 - $42 per hour
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Columbus, United States

About the role

• Equipment Finance Sales Coordinator responsible for managing transaction support and documentation. Collaborating with clients and internal departments to ensure accurate and timely completion of transactions.

Responsibilities

• Responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned
• Responsible for the documentation requirements of equipment lease and loan transactions
• Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected
• Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters
• Responsible for ensuring ownership interest in the equipment and/or security interest in the collateral is perfected by either filing a UCC and/or review of appropriate searches, release, subordinations and necessary recordings
• Accurately prepare transaction documentation packages, specific to each approved transaction request
• Responsible for coordinating efforts among internal departments to resolve information discrepancies to ensure accurate and timely document creation
• Throughout the documentation process continually monitor transactions for compliance and adherence to company policy and procedure
• Coordinate any necessary approval modifications based on changes to transaction structure or pricing
• Understand product, pricing and documentation structures
• Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure
• Independently identify specific items needed to prepare transactions for funding and when appropriate, engaging in follow up activities with the client for documentation return or other applicable transaction conditions
• Maintain accordance with key departmental performance measurements and service level agreements
• Performs other duties as assigned

Requirements

• Bachelor’s degree or Equipment Finance experience
• 2+ years of contracts experience or Equipment Finance experience
• 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
• 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

Benefits

• Health insurance coverage
• Wellness program
• Life and disability insurance
• Retirement savings plan
• Paid leave programs
• Paid holidays
• Paid time off (PTO)