Responsible for providing general support and transaction assistance
Manage and monitor ongoing origination activity and sales enablement duties
Ensure that transactions are completed accurately and timely
Responsible for entry of transaction data within designated front end system
Review transaction details prior to documentation
Ensure ownership interest in the equipment and/or security interest in the collateral is perfected
Accurately prepare transaction documentation packages
Coordinate efforts among internal departments to resolve information discrepancies
Monitor transactions for compliance and adherence to company policy and procedure
Coordinate any necessary approval modifications
Understand product, pricing and documentation structures
Identify core contractual issues and suggest resolution

Equipment Finance Sales Coordinator

Key skills