Overview
We are currently seeking a
Loan Officer - IT Banking (remote)
for a prominent client of ours. This position is located in
Santa Clara, CA (remote) . Compensation is $49/hr based on experience. The role is 100% remote and requires support of CST or EST working hours.
Responsibilities
Reporting to the Sr. Customer Finance Director, playing a critical role in supporting presales and post‑sales deal activity for Palo Alto Networks Financial Services (PANFS).
Supporting product sales teams on financing requests, including pricing, deal structuring, and documentation.
Working closely with the deals desk and sales finance teams to ensure PANFS deals are structured in accordance with the company’s and PANFS’s economic expectations.
Working closely with PANFS’s Credit and Operations Manager to ensure all PANFS transactions meet the minimum required risk profiles.
Ensuring all PANFS transactions are processed accurately in accordance with PANFS documented policies and procedures.
Coordinating with the company’s legal team on all non‑standard terms and conditions.
Administering and supporting PANFS financing transactions over the entire deal life cycle.
Acting as a bank for the company, providing payment‑plan solutions to PAN customers to acquire PAN customers.
Supporting Financial Service Managers with negotiations and financing documents for potential customers.
Inputting approved deals into the internal financing system attached to PAN’s SAP system.
Using Solifi (or similar systems) to process financing deals.
Qualifications
Strong working knowledge of the global leasing and finance industry, including accounting and revenue implications.
Strong working knowledge of transaction structures for equipment and software financing, with relevant experience in contract administration.
Experience with Solifi, IDS Rapport or InfoLease lease/loan system.
Experience managing and working with banks and third‑party finance companies.
Positive attitude and highly professional demeanor; sense of humor helps.
Bachelor’s degree in economics, finance, or equivalent area.
MBA preferred.
Minimum 5 years of loan, leasing, or financing experience.
Strong quantitative and analytical skills.
Exceptional organization, prioritization, multi‑tasking, and time‑management skills.
Proactive and assertive approach to managing tasks and responsibilities.
Proficiency in Google Suite and Microsoft Office, including Excel and PowerPoint.
Ability to solve problems and think quickly under pressure.
Work effectively as a collaborative team player.
Comfortable working in a fast‑paced, deadline‑driven environment.
If you are interested in hearing more about the position, please respond to this posting with your resume attached or contact me at 813‑321‑1674.
#J-18808-Ljbffr
Loan Officer - IT Banking (remote)
for a prominent client of ours. This position is located in
Santa Clara, CA (remote) . Compensation is $49/hr based on experience. The role is 100% remote and requires support of CST or EST working hours.
Responsibilities
Reporting to the Sr. Customer Finance Director, playing a critical role in supporting presales and post‑sales deal activity for Palo Alto Networks Financial Services (PANFS).
Supporting product sales teams on financing requests, including pricing, deal structuring, and documentation.
Working closely with the deals desk and sales finance teams to ensure PANFS deals are structured in accordance with the company’s and PANFS’s economic expectations.
Working closely with PANFS’s Credit and Operations Manager to ensure all PANFS transactions meet the minimum required risk profiles.
Ensuring all PANFS transactions are processed accurately in accordance with PANFS documented policies and procedures.
Coordinating with the company’s legal team on all non‑standard terms and conditions.
Administering and supporting PANFS financing transactions over the entire deal life cycle.
Acting as a bank for the company, providing payment‑plan solutions to PAN customers to acquire PAN customers.
Supporting Financial Service Managers with negotiations and financing documents for potential customers.
Inputting approved deals into the internal financing system attached to PAN’s SAP system.
Using Solifi (or similar systems) to process financing deals.
Qualifications
Strong working knowledge of the global leasing and finance industry, including accounting and revenue implications.
Strong working knowledge of transaction structures for equipment and software financing, with relevant experience in contract administration.
Experience with Solifi, IDS Rapport or InfoLease lease/loan system.
Experience managing and working with banks and third‑party finance companies.
Positive attitude and highly professional demeanor; sense of humor helps.
Bachelor’s degree in economics, finance, or equivalent area.
MBA preferred.
Minimum 5 years of loan, leasing, or financing experience.
Strong quantitative and analytical skills.
Exceptional organization, prioritization, multi‑tasking, and time‑management skills.
Proactive and assertive approach to managing tasks and responsibilities.
Proficiency in Google Suite and Microsoft Office, including Excel and PowerPoint.
Ability to solve problems and think quickly under pressure.
Work effectively as a collaborative team player.
Comfortable working in a fast‑paced, deadline‑driven environment.
If you are interested in hearing more about the position, please respond to this posting with your resume attached or contact me at 813‑321‑1674.
#J-18808-Ljbffr