Equipment Finance Sales Coordinator jobs in United States
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Huntington Commercial Bank · 3 weeks ago

Equipment Finance Sales Coordinator

Huntington Commercial Bank is seeking an Equipment Finance Sales Coordinator to provide general support and transaction assistance in managing ongoing origination activity and sales enablement duties. This role involves ensuring accurate documentation for equipment lease and loan transactions while collaborating with clients and internal departments to complete transactions in a timely manner.

Financial Services
badNo H1Bnote

Responsibilities

Responsible for 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
Responsible for ensuring 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. Responsible for coordinating efforts among internal departments to resolve information discrepancies to ensure accurate and timely document creation
Throughout the documentation process continually monitor transactions for compliance and adherence to company policy and procedure. Coordinate 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

Qualification

Equipment Finance experienceContracts experienceCRM system knowledgeUCC/Lien requirementsPC skillsAnalytical problem solvingMultitasking abilityProcess optimizationCommunication skillsCustomer focused solutions

Required

Bachelor's degree or 2+ additional years in equipment finance
2+ years of contracts experience or related business experience

Preferred

Equipment Finance experience
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

Benefits

Health insurance coverage
Wellness program
Life and disability insurance
Retirement savings plan
Paid leave programs
Paid holidays
Paid time off (PTO)

Company

Huntington Commercial Bank

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At Huntington Commercial Bank, connecting you to success is what drives us.

Funding

Current Stage
Late Stage
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