Equipment Finance Sales Coordinator
Huntington National Bank, Columbus, OH, United States
Description
This role will be onsite at our Waterloo, Columbus, or Minnetonka office only
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 Equipment Finance experience
2+ years of contracts experience or Equipment Finance 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
Compensation 21.00 - 37.50 USD Hourly
Benefits 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).
Equal Opportunity Employer Huntington is an Equal Opportunity Employer.
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This role will be onsite at our Waterloo, Columbus, or Minnetonka office only
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 Equipment Finance experience
2+ years of contracts experience or Equipment Finance 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
Compensation 21.00 - 37.50 USD Hourly
Benefits 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).
Equal Opportunity Employer Huntington is an Equal Opportunity Employer.
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