FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Serve as a primary point of contact for assigned clients and transactions.
- Manage multiple transactions concurrently, often at different stages of completion.
- Review incoming requests for clarity, completeness, and alignment with approvals.
- Track and communicate transaction progress from initiation through documentation, booking, and funding.
- Communicate directly with external customers to obtain required information, clarify documentation requirements, and address questions throughout the transaction lifecycle.
- Partner with internal stakeholders - including sales, credit, asset management, documentation, and booking teams - to advance transactions.
- Maintain clear, professional, and timely communication while balancing competing priorities.
- Respond to inbound inquiries that may fall outside of standard work queues, including ad hoc customer or partner requests.
- Ensure all components of a transaction align with internal policies, risk standards, and approvals.
- Advance transactions through internal systems once documentation and conditions are satisfied.
- Apply judgment to transactions that fall outside of standard scenarios due to customer complexity or unique deal structures.
- Leverage foundational equipment finance knowledge to evaluate options and determine appropriate next steps when exceptions arise.
- Identify potential risks and issues early, and partner with leadership or stakeholders to mitigate them.
- Navigate ambiguity effectively, recognizing that not all situations have predefined solutions.
- Maintain accurate tracking of multiple active transactions and their outstanding requirements.
- Prioritize work based on urgency, transaction stage, and customer impact.
- Adjust focus as priorities shift throughout the day or month.
- Provide support to teammates outside primary responsibilities as workloads shift across functions.
- Participate in cross-training activities to build coverage and operational flexibility.
- Engage with peers and leadership to share knowledge and best practices.
- Proactively raise questions or concerns to prevent negative downstream impacts.
Requirements
What you’ll need- High school diploma or equivalent
- Six to eight years of experience in leasing or other financial operations activities
- Experience in equipment finance, leasing, or credit-supported transactions
- Ability to manage multiple workstreams simultaneously in a fast-paced environment
- Strong written and verbal communication skills
- High attention to detail and organizational skills
- Demonstrated problem-solving and judgment in non-standard situations
- Familiarity with documentation, booking, and funding processes
- Experience partnering across sales, credit, and operational teams
- Ability to quickly learn and master multiple software applications; strong PC skills Microsoft Office (Excel, Word) and Adobe experience is preferred
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
equipment financeleasingfinancial operationsdocumentation processesbooking processesfunding processesproblem-solvingjudgment in non-standard situationsattention to detailorganizational skills
Soft Skills
communication skillsability to manage multiple workstreamsability to navigate ambiguityprioritizationcollaborationflexibilityknowledge sharingcustomer servicetime managementadaptability
Certifications
high school diploma or equivalent