Minnetonka, MN, USA
11 days ago
Equipment Finance Sales Coordinator
Description

Summary:

The Equipment Finance Sales Coordinator is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions.  Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected.

Duties & Responsibilities:

Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters.Responsible for ensuring ownership interest in the equipment and/or security interest in the collateral is perfected by either filing a UCC and/or review of appropriate searches, release, subordinations and necessary recordings.Accurately prepare transaction documentation packages, specific to each approved transaction request. Responsible for coordinating efforts among internal departments to resolve information discrepancies to ensure accurate and timely document creation.Throughout the documentation process continually 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.  Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure.Independently identify specific items needed to prepare transactions for funding and when appropriate, engaging in follow up activities with the client for documentation return or other applicable transaction conditions.Maintain accordance with key departmental performance measurements and service level agreementsPerforms other duties as assigned.


Basic Qualifications:

Bachelor’s degree or  equivalent related work experience.2+ years of contracts experience or related business experience


Preferred Qualifications:

Strong written and verbal communication skills with attention to detailAbility to multitask in a deadline driven fast-paced environmentAbility to deliver customer focused solutionsDemonstrated analytical problem solving and troubleshooting skills.Ability to make sound, responsible decisions in a timely mannerStrong PC skills, including ExcelDemonstrated analytical problem solving and troubleshooting skills.Previous leasing, financial or lending services experienceCRM system knowledgeWorking knowledge of UCC/Lien requirementsProven track record in process optimization and improvement


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Hybrid

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

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Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi

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