Provide general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties
Responsible for the documentation requirements of equipment lease and loan transactions across multiple segments/industries
Work independently with clients and all internal departments to ensure that transactions are completed accurately and timely
Entry of transaction data within designated front end system and review of 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 based on changes to transaction structure or pricing
Understand product, pricing and documentation structures across multiple industries
Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy
Independently identify specific items needed to prepare transactions for funding

Equipment Finance Sales Coordinator II

Key skills