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Huntington National Bank · 1 day ago

Equipment Finance Sales Coordinator

Waterloo, IA

Full-time

Hybrid

Entry Level

$22/hr - $41.50/hr

2+ years exp

Huntington National Bank is seeking an Equipment Finance Sales Coordinator to provide general support and transaction assistance. This role involves managing ongoing origination activity, ensuring accurate documentation of equipment lease and loan transactions, and collaborating with clients and internal departments.

Asset ManagementFinanceFinancial Services

No H1B

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 experienceUCC/Lien requirementsCRM system knowledgeExcelAnalytical problem solvingMultitaskingProcess optimizationCommunication skillsCustomer focused solutions