Client Relationship Specialist - Equipment Finance

About the role

First Business Bank is a Top Workplaces USA company that puts people first, emphasizing ambition, experience, and client focus. The Financing Associate is a front-line, client-facing role responsible for supporting bank 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.

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

Requirements

• Associates Degree or equivalent years of service required
• Detail‑oriented 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