Equipment Finance Analyst

About the role

Our client is a well-established Dallas-based organization with annual revenues exceeding $100 million and the support of a larger global enterprise. They serve commercial customers across multiple regions through a broad network of operating locations and are committed to delivering high-quality business solutions, operational excellence, and exceptional customer support.

Responsibilities

• Review and process incoming finance requests from an internal queue and shared inbox.
• Prepare financing and leasing quotes for sales representatives across multiple locations.
• Review lease and finance documentation to ensure accuracy and completeness.
• Utilize internal systems, web-based vendor portals, and quoting tools to generate financing proposals.
• Compare financing options and interest rates from multiple lending sources.
• Maintain accurate records and documentation throughout the quoting process.
• Respond to a high volume of email requests while managing competing priorities.
• Collaborate closely with sales teams to provide timely and accurate financing information.
• Ensure all work is completed with a high level of accuracy and attention to detail.
• Support continuous process improvements and other finance-related projects as needed.

Qualifications

• 2–3 years of experience in equipment finance, equipment leasing, commercial lending, or a related finance role.
• Experience reviewing financial and leasing documentation.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written communication skills and the ability to respond professionally to internal stakeholders.
• Working knowledge of Microsoft Excel and general computer applications.
• Experience using finance or quoting systems is preferred.
• Bachelor's degree in Finance, Accounting, Business, or a related field preferred; equivalent industry experience will also be considered.

Pay

$65,000–$85,000 annual salary

Schedule

Hybrid schedule: Four days onsite in Dallas with remote work on Fridays

Benefits

• Opportunity to join a stable, growing organization backed by a global parent company
• Collaborative team environment with opportunities for professional growth

What We're Looking For

• Strong attention to detail and accuracy.
• Ability to work efficiently in a high-volume, deadline-driven environment.
• Self-motivated with excellent time management skills.
• Team player who enjoys supporting internal customers.
• Positive attitude with a willingness to learn proprietary systems and processes.