Equipment Finance Operations Specialist I

BankIn Minnesota; Minnesota; On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company in Minnesota is seeking an Equipment Finance Operations Specialist I to support their Sales team. This role involves creating and preparing essential documentation while ensuring compliance and accuracy in transactions. The ideal candidate will demonstrate strong communication skills, attention to detail, and the ability to thrive in a fast-paced environment. Join this team and contribute to enhancing operational efficiency with your outstanding customer service skills!

Qualifications

• Ideal candidate has excellent communication and customer service skills.
• Must be detail-oriented and self-motivated.
• Flexible and able to multi-task in a fast-paced environment.

Responsibilities

• Create and prepare all documentation for Equipment Finance customers.
• Ensure completeness and accuracy of documentation and compliance with company policy.
• Act as liaison with sales and other teams to meet conditions.

Skills

Communication

Attention to Detail

Customer Service

Self-motivated

Tools

Microsoft products

Bank software

Job description

Falcon National Bank

Location:
St. Cloud, MN

Job Title:
Equipment Finance Operations Specialist I

Overview:
The Equipment Finance Operations Specialist I supports the Sales team with the creation and preparation of all EFA or Lease documentation for our customers, ensures that all transactions are funded and disbursed correctly, that all documents are filed timely and properly and uploaded onto the core system. This position is responsible for examining the final document package for completeness and accuracy including proper balancing and documentation. The Equipment Finance Operations Specialist works closely with Sales, Transaction Coordinators, Collateral Support, and bank Operations teams. The ideal candidate for this position will have excellent communication and customer service skills, acute attention to detail and the ability to multi-task, working in a fast-paced environment.

Responsibilities:
Timely and accurate creation and preparation of all documentation for Equipment Finance customers and sources Input and confirm the proper information is in the system for booking and funding Responsible for ensuring that all documentation is complete, accurate, verified and complies with company policy Ensure all approved terms are accurately documented Review insurance for adequate coverage Act as a liaison and interact with sales, transaction coordinators, and credit staff to ensure all conditions are met Review signed documents to ensure all documents are present and have been signed properly and ensure all conditions have been met Contact vendors to verify bank information for safe and sound funding Work with Great America to facilitate the booking of the transaction Work with the bank Operations team to ensure funds are accurately issued to vendors and sources Work with the bank Finance team to resolve any posting or balancing concerns Facilitate the timely upload of documents onto the core system Process contract modifications on existing customers Take proactive steps to ensure that follow-up items are received promptly and timely Answer incoming calls on Ring Central UCC filing support Fedex, UPS and mail support Application entry support Work with insurance third party vendor as needed Maintain processing procedures in accordance with industry standards and bank policies. Follow bank policy, state and federal regulations and other prudent lending and business practices Ensure all goals and departmental service standards are met Present suggestions on efficiency improvements for the department Other duties as assigned

Requirements:
Excellent communication and listening skills Accurate and detail oriented Self-motivated and flexible Outstanding customer service skills in dealing with customers and vendors Proficient with Microsoft products and bank software Responsible and dependable

Deadline:
07/16/2025

How to Apply:
Email your resume to [e-mail]!