Equipment Finance Sales Coordinator

Description Summary

The Equipment Finance Sales Coordinator – HTF provides general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. This position works independently with clients and/or internal departments to ensure that transactions are completed accurately within a timely manner, as well as the company's interests are perfected and protected.

Duties And Responsibilities

• Operates in a strong sales administration and operations support role.
• Responsible for the entry of transaction data within designated front end system and review of transaction details, equipment cost, description and location, pricing, tax, and internal transaction parameters.
• Ensures financing packages are complete and accurate for funding and when appropriate, engages in follow up activities with the client.
• Ensures all documentation, system requirements and internal controls are satisfied for existing and new business.
• Maintain accordance with key departmental performance measurements and service level agreements.
• Performs other duties as assigned.

Basic Qualifications

• A High School Diploma, GED or equivalent
• 1+ years of related administrative support experience in the financial services industry

Preferred Qualifications

• Associate's degree
• Excellent communication skills and a strong client service orientation
• Self-motivated, self-starter with the ability to deliver quality support with enthusiasm
• Strong time management and organizational skills with attention to detail on multiple, concurrent tasks
• Ability to multitask in a deadline driven fast paced environment
• Ability to work autonomously and as part of a team
• Thorough knowledge of MS Excel and the ability to quickly learn additional systems/software

Exempt Status

No

Workplace Type

Office