Senior Client Relationship Specialist - Equipment Finance

Key Responsibilities

• Prepare and distribute transaction documentation in accordance with credit approvals and company guidelines
• Review executed documents for accuracy and completeness; resolve any discrepancies
• Follow up with clients to obtain required documentation
• Identify inconsistencies that may indicate potential fraud
• Avoid release of purchase orders to vendors until documentation is reviewed
• Prepare transactions for funding and booking
• Confirm equipment delivery and acceptance with clients
• Reconcile vendor invoices and validate funding data
• Make funding and booking recommendations to management
• Maintain accurate records of all documentation and funding activities

Client & Sales Support

• Serve as a primary point of contact for clients, vendors, and internal sales teams
• Respond to and resolve inquiries in a timely manner
• Support sales efforts by following up on missing or outstanding information

Performance Expectations

• Consistently meet defined productivity and quality metrics
• Deliver a high level of service to internal and external partners