Equipment Finance Sales Coordinator - Sr - Military Veterans
at Huntington National Bank
Description
Summary:
The Equipment Finance Sales Coordinator - Sr. position is responsible for providing general support and transaction assistance including managing and monitoring ongoing origination activity and sales enablement duties as assigned. This role is responsible for the documentation requirements of equipment lease and loan transactions across multiple segments/industries and of varying complexity. In addition, the Equipment Finance Sales Coordinator, Sr. will work independently with clients and all internal departments to ensure that transactions are completed accurately, timely, and that the company’s interests are protected.
Duties and 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.
- Ensures ownership interest in the equipment and/or security interest in the collateral by either filing a UCC and/or review of appropriate searches, release, subordinations and necessary recordings.
- Prepares transaction documentation packages, specific to each approved transaction request.
- Coordinates efforts among internal departments to resolve information discrepancies to ensure accurate and timely document creation.
- Continually monitors transactions for compliance and adherence to company policy and procedure throughout the documentation process.
- Coordinates any necessary approval modifications based on changes to transaction structure or pricing.
- Understands product, pricing and documentation structures across multiple industries and transaction types.
- Identifies core contractual issues and suggests resolution while maintaining adherence to credit, legal, compliance and company policy and procedure.
- Independently identifies specific items needed to prepare transactions for funding and when appropriate, engages in follow up activities with the client for documentation return or other applicable transaction conditions.
- Maintains accordance with key departmental performance measurements and service level agreements.
- Performs other duties as assigned.
Basic Qualifications:
- Bachelor's Degree or equivalent work experience
- Strong written and verbal communication skills with attention to detail
- Ability to multitask in a deadline driven fast-paced environment
- Ability to deliver customer focused solutions
- Demonstrated analytical problem solving and troubleshooting skills.
- Ability to make sound, responsible decisions in a timely manner
- Strong PC skills, including Excel
- Demonstrated analytical problem solving and troubleshooting skills.
- 2+ years of contracts experience or related business experience
Preferred Qualifications:
- Previous leasing, financial or lending services experience
- CRM system knowledge
- Working knowledge of UCC/lien requirements
- Proven track record in process optimization and improvement
#LI-Hybrid
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Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Workplace Type:
HybridHuntington 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.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
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We at Huntington are committed to doing the right thing for our customers, colleagues, shareholders and communities. We excel by:
- Providing competitive products and services and delivering a superior customer experience, always striving to earn the trust of our customers.
- Delivering long-term shareholder value through top-tier performance, while maintaining an aggregate moderate-to-low risk appetite and well-capitalized position.
- Equipping our colleagues to be the best at looking out for our customers, continuously improving our workplace and ensuring Huntington’s ongoing success.
- Contributing to the economic strength of our local communities by investing in business growth, partnering and volunteering to make a difference where we live and work.