Equipment Finance Sales Coordinator
Core
Provide general support and transaction assistance for equipment lease and loan origination, ensuring accurate documentation and compliance.
Role type
Equipment Finance Sales Coordinator
Builds
Equipment lease and loan transactions
Domain
Financial services / Equipment finance
Required skills
Transaction data entry, UCC filing, contract documentation, compliance monitoring, internal coordination, Excel proficiency
Preferred skills
Leasing/financial services experience, CRM system knowledge, process optimization, analytical problem solving
Responsibilities
Manage and monitor ongoing origination activity, ensure ownership/security interests are perfected via UCC filings, prepare transaction documentation packages, monitor transactions for compliance, coordinate with internal departments to resolve discrepancies, identify contractual issues and suggest resolutions.
Seniority
Mid-level, independent contributor