Equipment Finance Sales Coordinator

0101 The Huntington National Bank; Minnetonka (MN); Hybrid; USD 30,000 - 57,000; Full time

Benefits offered by this job

health insurance coverage

wellness program

life and disability insurance

retirement savings plan

paid leave programs

paid holidays

paid time off (PTO)

Job summary

Huntington Bank is seeking an Equipment Finance Sales Coordinator in Minnesota to support origination activity and sales enablement. You will manage transaction data, assist with documentation packages, and coordinate internal departments to ensure timely funding while maintaining compliance with policy and UCC/Lien requirements.

The role requires a bachelor’s degree or equivalent experience and 2+ years of contracts-related work.

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.
• Ability to deliver customer focused solutions.
• Demonstrated analytical problem solving and troubleshooting skills.
• 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.

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
• 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

Skills

Contracts experience

Bachelor's degree

CRM knowledge

UCC/Lien knowledge

Excel

Attention to detail

Communication skills

Customer service

Education

Bachelor’s degree or equivalent related work experience

Tools

CRM system knowledge

UCC/Lien requirements

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)No

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: 22.00 - 41.50 USD Hourly

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).

• health insurance coverage
• wellness program
• life and disability insurance
• retirement savings plan
• paid leave programs
• paid holidays
• paid time off (PTO)

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values-simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

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