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Equipment Finance Sales Coordinator

Huntington National Bank

Waterloo, IAJobSeen 1w agoSeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Waterloo, IA
Work Authorization
Not specified

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Job overview

The Equipment Finance Sales Coordinator supports equipment finance transactions by managing origination activity, preparing lease and loan documentation, and coordinating with clients and internal departments. The role reviews transaction details, monitors compliance with company policies, and helps resolve contractual or information issues so transactions are completed accurately and on time. Huntington will not sponsor applicants for immigration benefits; applicants must already be authorized to work full-time in the United States.

Skills & qualifications

RequiredNice to have

Skills

Written CommunicationVerbal CommunicationAttention to DetailMultitaskingCustomer-Focused SolutionsAnalytical Problem SolvingTroubleshootingDecision-MakingPC SkillsExcelLeasingFinancial ServicesLending ServicesCRM SystemsUCC/Lien RequirementsProcess OptimizationProcess Improvement

Qualifications

Bachelor's Degree or Equivalent Related Work Experience2+ Years Contracts or Related Business ExperienceUS Work Authorization

Benefits

Medical Insurance
401(k) Match
Paid Time Off

Full job description

Description

Summary:

The Equipment Finance Sales Coordinator is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions. Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected.Duties & 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.

Basic Qualifications:

  • Bachelor’s degree or equivalent related work experience.

  • 2+ years of contracts experience or related business experience

Preferred Qualifications:

  • 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

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Compensation Range:

The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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