Equipment Finance Sales Coordinator responsible for managing and monitoring origination activity. Collaborating with clients and internal departments to complete transactions accurately and timely.
Responsibilities
Responsible for providing general support and transaction assistance
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 transactions are completed accurately and timely
Duties include entry of transaction data, ensuring ownership interest is perfected, preparing documentation packages, coordinating efforts among internal departments, monitoring transactions for compliance, and coordinating approval modifications
Requirements
Bachelor’s degree or 2+ additional years in equipment finance
2+ years of contracts experience or related business experience
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
Ability to make sound, responsible decisions in a timely manner
Strong PC skills, including Excel
CRM system knowledge
Working knowledge of UCC/Lien requirements
Proven track record in process optimization and improvement
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