Equipment Finance Sales Coordinator

Huntington Bancshares, Inc.; Columbus (OH); On-site; USD 55,000 - 65,000; Full time

Job summary

Huntington Bancshares, Inc. is seeking an Equipment Finance Sales Coordinator to provide cross-departmental support for origination activity and to manage the documentation lifecycle for equipment lease and loan transactions.

You will work with clients and internal teams to ensure accurate, timely funding while protecting the company’s interests. Responsibilities include data entry, document package preparation, and ensuring compliance with policy.

Qualifications

• Bachelor’s degree or equivalent related work experience.
• 2+ years of contracts experience or related business experience.
• Strong written and verbal communication skills with attention to detail.
• Ability to multitask in a deadline driven fast-paced environment.
• Demonstrated analytical problem solving and troubleshooting skills.
• Ability to make sound, responsible decisions in a timely manner.
• Previous leasing, financial or lending services experience is a plus.

Responsibilities

• Provide general support and transaction assistance for ongoing origination activity and sales enablement duties.
• Manage and monitor documentation requirements of equipment lease and loan transactions.
• Prepare transaction documentation packages and coordinate interdepartmental efforts to resolve discrepancies.
• Monitor transactions for compliance with policy and adjust approvals as needed.
• Understand product, pricing, and documentation structures and identify core contractual issues.
• Independently identify items needed to prepare transactions for funding and follow up with clients.
• Maintain alignment with department performance metrics and service level agreements.
• Perform other duties as assigned.

Skills

Strong written and verbalCommunication

Attention to detail

Multitasking

Customer-focused solutions

Problem solving

Decision making

Excel proficiency

Education

Bachelor’s degree or equivalent related work experience

Tools

CRM system knowledge

UCC/Lien knowledge

Excel

Job description

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 agreements

• Performs 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 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.

• Previous leasing, financial or lending services experience

• CRM system knowledge

• Working knowledge of UCC/Lien requirements

• Proven track record in process optimization and improvement

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

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

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 basis.

Compensation Range:

The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice:

Visit Huntington's Career Web Site for more details.