Equipment Finance Sales Coordinator - Sr
Huntington Bancshares, Inc., Bloomfield Hills, Michigan, United States, 48302
Description
Summary:
The Equipment Finance Sales Coordinator Sr. - HTF provides support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. This role is responsible for the coordination and closing of transactions, including those with complex documentation or structures as well as third‑party documentation from syndicated partners, for ensuring the closings are in adherence to policies, processes, and consideration of tax implications, and works independently with clients and/or internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected.
Duties and Responsibilities:
Responsible for the entry of transaction data within designated front‑end system and review of transaction details; equipment cost, description and location; pricing; tax and internal transaction parameter.
Reviewing approval, preparing documentation and working with Account Managers, internal departments, vendors and customers to close transactions.
Ensures financing packages are complete and accurate for funding and when appropriate, engaging in follow up activities with the client.
Ensuring all documentation, system requirements and internal controls are satisfied for existing and new business.
Maintain accordance with key departmental performance measurements and service level agreements.
Actively participates in the development and implementation of procedure and process improvement as well as development and presentation on topic specific training items.
May assist with preparing files for imaging in a method that allows others to efficiently obtain information.
Mentors Equipment Finance Sales Coordinator to develop competencies and experience.
Performs other duties as assigned.
Basic Qualifications:
Associate degree or sales support experience
3+ years of related sales support experience in the financial industry and/or equipment finance
Preferred Qualifications:
Bachelor’s Degree in Business
Ability to train and mentor more junior colleagues
Excellent communication skills and a strong client service orientation
Self‑motivated, self‑starter with the ability to deliver quality support with enthusiasm
Strong time management and organizational skills with attention to detail on multiple, concurrent tasks
Ability to multitask in a deadline driven fast‑paced environment
Ability to work autonomously and as part of a team
Thorough knowledge of MS Excel and the ability to quickly learn additional systems/software
Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)
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.
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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The Equipment Finance Sales Coordinator Sr. - HTF provides support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. This role is responsible for the coordination and closing of transactions, including those with complex documentation or structures as well as third‑party documentation from syndicated partners, for ensuring the closings are in adherence to policies, processes, and consideration of tax implications, and works independently with clients and/or internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected.
Duties and Responsibilities:
Responsible for the entry of transaction data within designated front‑end system and review of transaction details; equipment cost, description and location; pricing; tax and internal transaction parameter.
Reviewing approval, preparing documentation and working with Account Managers, internal departments, vendors and customers to close transactions.
Ensures financing packages are complete and accurate for funding and when appropriate, engaging in follow up activities with the client.
Ensuring all documentation, system requirements and internal controls are satisfied for existing and new business.
Maintain accordance with key departmental performance measurements and service level agreements.
Actively participates in the development and implementation of procedure and process improvement as well as development and presentation on topic specific training items.
May assist with preparing files for imaging in a method that allows others to efficiently obtain information.
Mentors Equipment Finance Sales Coordinator to develop competencies and experience.
Performs other duties as assigned.
Basic Qualifications:
Associate degree or sales support experience
3+ years of related sales support experience in the financial industry and/or equipment finance
Preferred Qualifications:
Bachelor’s Degree in Business
Ability to train and mentor more junior colleagues
Excellent communication skills and a strong client service orientation
Self‑motivated, self‑starter with the ability to deliver quality support with enthusiasm
Strong time management and organizational skills with attention to detail on multiple, concurrent tasks
Ability to multitask in a deadline driven fast‑paced environment
Ability to work autonomously and as part of a team
Thorough knowledge of MS Excel and the ability to quickly learn additional systems/software
Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)
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.
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.
#J-18808-Ljbffr