Equipment Finance Sales Coordinator – Sr
| Company | Huntington Bancshares |
|---|---|
| Location | Waterloo, IA, USA, Hopkins, MN, USA |
| Salary | $47000 – $101000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree or additional 2+ years working with financial transactions
- Proficiency in Word and Excel
- 2+ years of contracts experience in finance or mortgage
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 across multiple industries and transaction types.
- 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.
Preferred Qualifications
- Previous leasing, financial or lending services experience
- CRM system knowledge
- Working knowledge of UCC/Lien requirements
- Proven track record in process optimization and improvement
- 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