Head of Financial Communications leading financial communications practice for healthcare clients. Build trusted relationships with executives and deliver high - stakes communication strategies.
About the role
- Sales Coordinator responsible for equipment finance transactions; providing support and ensuring compliance across documentation processes. Working with clients and internal teams to complete transactions accurately and timely.
Responsibilities
- Provide general support and transaction assistance
- Manage and monitor ongoing origination activity and sales enablement duties
- Responsible for the documentation requirements of equipment lease and loan transactions
- Work independently with clients and all internal departments
- Ensure transactions are completed accurately, timely and that company interests are protected
- Entry of transaction data within designated front end system
- Review transaction details prior to documentation
- Prepare transaction documentation packages
- Coordinate efforts among internal departments to resolve information discrepancies
- Monitor transactions for compliance and adherence to company policy and procedure
- Identify specific items needed to prepare transactions for funding
Requirements
- Bachelor's Degree or experience in equipment finance
- 2+ years of contracts experience or related business experience
- Previous leasing, financial or lending services experience
- CRM system knowledge
- Working knowledge of UCC/Lien requirements
- Proven track record in process optimization and improvement
- 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
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Manager handling financial analysis and modeling for project financing at Pivot Energy. Supporting funding activities and collaboration across finance departments in a renewable energy company.
Financial Advisor developing relationships with high - net worth clients in Little Rock and Memphis. Providing comprehensive financial advice while collaborating with a dedicated advisory team.
Merrill Financial Advisor developing relationships with high - net - worth clients at Merrill Wealth Management. Responsible for providing comprehensive recommendations aligned with client's financial goals.
Financial Advisor role focusing on building relationships with high - net worth clients. Collaborate with a team to provide comprehensive wealth management solutions aligning with client's financial goals.
Financial Advisor in Merrill's Advisor Development Program developing relationships and financial strategies for high - net worth clients. Handles inquiries, assesses needs, and provides tailored investment recommendations.
Credit Analyst II analyzing credit worthiness and assessing risks for Leveraged Finance Credit's Acquisition Financing team at Bank of America. Responsibilities include underwriting, financial modeling, and due diligence.
Merrill Advisor Development Program - Financial Advisor responsible for managing client relationships and investment strategies in Utah Market. Engaging with high - net worth individuals and collaborating with advisory teams.
Financial Center Manager responsible for daily operations and team leadership at Bank of America. Focus on client goals, risk culture, and business performance in financial services.
Financial Advisor for high - net worth individuals at Merrill Wealth Management. Collaborate with advisory teams to build relationships and deliver investment advice in the Greater Atlanta Market.