FUNDING COORDINATOR

At Harbour Capital, the Funding Coordinator functions as the primary personal contact between sales associates, vendors, customers, credit, and customer service personnel on all loan/lease documentation. This position assists our vendor-driven sales team through the back-end funding process for all transactions.

Responsibilities

• Actively communicates daily with assigned sources, vendors, and customers
• Creates document packages
• Takes responsibility for communicating with customers, vendors, and sources to obtain any missing items not returned with the documentation package to properly close transactions
• Adheres to policies and procedures requirements for documentation
• Requires properly prepared invoices and obtains sales quotes
• Resolves issues to facilitate the funding of lease/loan transactions
• Works with either close supervision or under clearly defined procedures

Requirements

• High School Diploma or GED
• Bachelor’s or Associate’s Degree or three (3) years of experience in the equipment finance industry

Skills

• Ability to manage multiple priorities
• Ability to learn additional systems as needed
• Ability to work in a team environment when applicable
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
• Strong attention to detail and proof-reading skills
• Strong verbal, written communication, and organizational skills
• Strong work ethic and self-motivation

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Pay

This position is incentive eligible with bonus pay.

Schedule

• Monday to Friday
• Office setting