
Equipment Finance Sales Coordinator
Huntington National Bank
full-time
Posted on:
Location Type: Hybrid
Location: Columbus • Ohio • United States
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Salary
💰 $22 - $42 per hour
About the role
- 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
- 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
Requirements
- Bachelor’s degree or Equipment Finance experience
- 2+ years of contracts experience or Equipment Finance experience
- 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
- Strong PC skills, including Excel
- Previous leasing, financial or lending services experience
- CRM system knowledge
- Working knowledge of UCC/Lien requirements
- Proven track record in process optimization and improvement
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
transaction documentationdata entryUCC filingcontract managementprocess optimizationfinancial analysisequipment financemultitaskinganalytical problem solvingtroubleshooting
Soft Skills
written communicationverbal communicationattention to detailcustomer focustime managementcollaborationindependenceadaptabilityorganizational skillsresolution skills