Senior Sales Support Associate - Structured

About the role

The Senior Sales Support Associate - Structured provides critical operational and sales support for large-ticket structured finance transactions. This role partners closely with Sales, Customers, Vendors, Dealers, Attorneys, and internal Operations teams to ensure transactions progress efficiently from application through funding and booking.

Responsibilities

• Manage structured transaction workflow from application submission through documentation, audit, funding, and final booking.
• Prepare, review, and coordinate all transaction documentation for structured finance deals.
• Serve as the primary liaison between Sales, Vendors, Dealers, Customers, Partners, and Attorneys throughout the transaction lifecycle.
• Ensure all customer documentation is complete, accurate, and compliant before funding.
• Cooky with legal counsel regarding documentation preparation and negotiation.
• Negotiate standard and non-standard contract requests with customers and attorneys.
• Provide timely updates and support to the Sales team regarding transaction status and customer requirements.
• Aid Sales with contract management to facilitate successful transaction closings.
• Ensure lease and loan documentation comply with applicable policies and requirements.
• Resolve customer issues by providing practical and timely solutions.
• Participate in weekly sales forecasting activities.
• Monitor transaction pipelines and ensure deals remain on schedule for funding and booking.
• Collaborate closely with Sales and Contract Management teams throughout the closing process.
• Maintain established service levels and quality standards.
• Support direct sales initiatives involving structured finance transactions.
• Train and mentor new team members as assigned.

Requirements

• Extensive experience preparing documentation for large-ticket loan and lease transactions.
• Hands-on experience managing non-real estate structured transactions ranging from $5 million to $60 million.
• Strong knowledge of equipment financing and equipment lease documentation.
• Experience documenting and closing Franchise Finance transactions up to $15 million.
• Thorough understanding of Blue Water and Brown Water equipment financing.
• Experience handling documentation involving titled vehicles.
• Familiarity with UCC filings and Fixture Filings.
• Experience coordinating documentation preparation with attorneys.
• Experience preparing complete funding packages in accordance with internal closing checklists.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple complex transactions simultaneously.
• Strong customer service and relationship management skills.
• Ability to work collaboratively in a fast-paced, deadline-driven environment.