Sales & Support Specialist Senior (Equipment Finance) jobs in United States
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Associated Bank · 20 hours ago

Sales & Support Specialist Senior (Equipment Finance)

Associated Bank is committed to creating an inclusive culture that values diverse perspectives. The Sales & Support Specialist Senior role involves providing expert administrative and loan documentation support to Commercial Banking teams, ensuring compliance and delivering a strong client experience throughout the credit lifecycle.

BankingFinancial ServicesWealth Management

Responsibilities

Partner with Relationship Managers and Portfolio Managers to support portfolio administration and ensure compliance with credit policy and regulatory requirements
Coordinate lease and loan documentation from request through closing, including preparation, review, system setup, and ongoing maintenance
Manage communication with title companies, internal partners, and outside counsel to ensure timely and accurate loan closings
Monitor and update internal systems, reports, and tracking tools to support portfolio management and pipeline activity
Serve as a liaison between Commercial Banking teams, operations partners, and clients to resolve issues efficiently
Utilize commercial loan systems to access customer information and deliver responsive, high-quality service
Provide backup support, project assistance, and occasional work direction or training support to team members, as needed

Qualification

Commercial banking productsLoan documentationUCC filingsAmbit Commercial LendingSolifi InfoLease-10RapportSupertrumpCommunication skillsTeam collaborationProblem-solving

Required

High school diploma or equivalent education and experience
4+ years of commercial lease or loan documentation experience
Strong knowledge of commercial banking products, loan documentation, UCC filings, motor vehicle titles, and commercial insurance

Preferred

Associate's degree in Business, Finance, or Accounting
2+ years of experience with Associated Bank loan systems
Experience with Ambit Commercial Lending Operating System
Knowledge of Solifi InfoLease-10, Rapport, or Supertrump

Benefits

Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.

Company

Associated Bank

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Associated Bank offers deposit and loan products.

Funding

Current Stage
Public Company
Total Funding
$300M
2024-11-14Post Ipo Equity· $300M
1978-01-13IPO

Leadership Team

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Andy Harmening
President and CEO
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Philip B. Flynn
President, Director & CEO
Company data provided by crunchbase