Equipment Finance Sales Coordinator - Sr

Description

The Equipment Finance Sales Coordinator Sr. - HTF provides support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. This role is responsible for the coordination and closing of transactions, including those with complex documentation or structures as well as third party documentation from syndicated partners, for ensuring the closings are in adherence to policies, processes and consideration of tax implications, and work independently with clients and/or internal departments to ensure that transactions are completed accurately, timely and that the company's interests are perfected and protected.

Duties and Responsibilities

• 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 parameter.
• Reviewing approval, preparing documentation and working with Account Managers, internal departments, vendors and customer to close transactions.
• Ensures financing packages are complete and accurate for funding and when appropriate, engaging in follow up activities with the client.
• Maintain accordance with key departmental performance measurements and service level agreements.
• Actively participates in the development and implementation of procedure and process improvement as well as development and presentation on topic specific training items.
• May assist with preparing files for imaging in a method that allows others to efficiently obtain information.
• Mentors Equipment Finance Sales Coordinator to develop competencies and experience.
• Performs other duties as assigned.

Basic Qualifications

• Associate degree in Business/Accounting or Economics or equivalent related experience
• 3+ years of related sales support experience in the financial industry and/or equipment finance

Preferred Qualifications

• Bachelor’s Degree in Business
• Ability to train and mentor more junior colleagues
• 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