Responsible for providing general support and transaction assistance
Manage and monitor ongoing origination activity
Responsible for the documentation requirements of equipment lease and loan transactions
Work independently with clients and internal departments to ensure transactions are completed accurately and timely
Entry of transaction data within designated front end system
Review transaction details prior to documentation
Ensure ownership and security interest is perfected
Prepare transaction documentation packages
Coordinate efforts among internal departments to resolve information discrepancies
Monitor transactions for compliance and adherence to company policy
Coordinate approval modifications based on changes to transaction structure or pricing
Identify specific items needed to prepare transactions for funding

Equipment Finance Sales Coordinator

Key skills