Equipment Finance Sales Coordinator

Description Summary

The Equipment Finance Sales Coordinator is responsible for providing general support and transaction assistance such as 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 that transactions are completed accurately, timely and that the company’s interests are perfected and protected.

Duties & Responsibilities

• Entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters.
• Ensure ownership interest in the equipment and/or security interest in the collateral is perfected by either filing a UCC and/or review of appropriate searches, release, subordinations and necessary recordings.
• Accurately prepare transaction documentation packages, specific to each approved transaction request.
• Cook up coordination efforts among internal departments to resolve information discrepancies to ensure accurate and timely document creation.
• Continually monitor transactions for compliance and adherence to company policy and procedure.
• Cook up coordination any necessary approval modifications based on changes to transaction structure or pricing.
• Understand product, pricing and documentation structures. Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure.
• Independently identify specific items needed to prepare transactions for funding and when appropriate, engaging in follow up activities with the client for documentation return or other applicable transaction conditions.
• Maintain accordance with key departmental performance measurements and service level agreements.
• Performs other duties as assigned.

Basic Qualifications

• Bachelor’s degree or equivalent related work experience.
• 2+ years of contracts experience or related business experience.

Preferred Qualifications

• 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.
• Demonstrated analytical problem solving and troubleshooting skills.
• Previous leasing, financial or lending services experience.
• CRM system knowledge.
• Working knowledge of UCC/Lien requirements.
• Proven track record in process optimization and improvement.