Deal Management Analyst

The Fountain Group; United States; Remote; USD 150,000 - 200,000; Full time

Job summary

An established industry player is seeking a Loan Officer for a remote role that involves supporting financing requests and deal structuring for a leading financial services program. This position requires a strong background in loan and leasing operations, with a focus on analytical and quantitative skills. The ideal candidate will thrive in a fast-paced environment and possess excellent organizational abilities. Join a dynamic team that provides innovative payment solutions, ensuring all transactions align with company policies and risk profiles. This is a fantastic opportunity to make a significant impact in the financial services sector while working remotely.

Qualifications

• Minimum 5 years of experience in loan/leasing/financing roles.
• Strong quantitative and analytical skills required.
• Bachelor's in Economics or Finance is essential.

Responsibilities

• Support financing requests, deal structuring, and documentation.
• Coordinate with legal on non-standard terms and conditions.
• Administer financing transactions over the entire deal life cycle.

Skills

Loan/Leasing/Financing Experience

Quantitative Skills

Analytical Skills

Organizational Skills

Problem-Solving Skills

Team Collaboration

Communication Skills

Education

Bachelor's Degree in Economics or Finance

MBA

Tools

Google Suite

Microsoft Excel

Microsoft PowerPoint

Solifi (IDS Rapport, InfoLease)

SAP

Oracle

Odessa

Job description

We are currently seeking a Loan Officer - IT Banking (remote) for a prominent client of ours. This position is located in Santa Clara, CA (remote). Details for the position are as follows:

• $49hr based on previous experience.
• 100% remote position; must be able to support CST or EST working hours.
• Reporting to the Sr. Customer Finance Director, the Deal Management Analyst will play a critical role in supporting both presales and post sales deal activity for Palo Alto Networks Financial Services (or PANFS) the Company’s captive financing program.
• Support the Company’s product sales teams on all incoming financing requests including pricing, deal structuring, and documentation.
• Work closely with the Company’s deals desk and sales finance teams to ensure PANFS deals are structured in accordance with the Company’s and PANFS’s economic expectations.
• Work closely with PANFS’s Credit and Operations Manager to ensure all PANFS transactions meet the minimum required risk profiles.
• Ensure that all PANFS transactions are processed accurately in accordance with PANFS documented policies and procedures.
• Coordinate with the Company’s legal team on all non-standard terms and conditions.
• Administer and support PANFS financing transactions over the entire deal life cycle.
• Strong working knowledge of the global leasing and finance industry (including accounting and revenue implications).
• Strong working knowledge of transaction structures for equipment and software financing including relevant experience with contract administration.
• Experience with Solifi (previously IDS Rapport and InfoLease) lease/loan system is a plus.
• Experience managing and working with banks and third-party finance companies.
• Positive attitude and highly professional demeanor, sense of humor helps!
• Bachelor’s degree in economics, Finance, or equivalent area.
• MBA preferred.
• Minimum 5 years of loan/leasing/financing experience.
• Strong quantitative and analytical skills.
• Exceptional organization, prioritization, multi-tasking, and time management skills.
• A proactive and assertive approach to managing tasks and responsibilities.
• Proficiency in Google Suite applications as well as certain Microsoft Office applications, including Excel and PowerPoint.
• Ability to solve problems and think quickly under pressure.
• Work effectively as a team player in a collaborative environment as well with peers and members of the greater organization.
• Be comfortable working in a fast-paced, deadline driven environment.
• This Group provides payment plan solutions to PAN customers looking to acquire PAN customers. Act as a bank of sorts for the company.
• Most of these deals are done under a payment plan agreement which are essentially loans to their customers. They do not offer any sort of leases; these are only loans for potential customers.
• This role will support Financial Service Managers with negotiations/financing documents for potential customers.
• Will input approved deals into internal financing system that is attached to PAN's SAP system.
• Solifi (previously IDS Rapport or Infolease) is ideal but open to candidates with SAP, Oracle, or Odessa if can’t find.
• This role will use Google Suite regularly.

If you are interested in hearing more about the position, please respond to this posting with your resume attached or contact me at 813-321-1674.